Opendoor

3 statements across 3 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Nov 6, 2021 by Chamath Palihapitiya · said 20 times in 10 episodes since 2020 · across every show →

Mentions by year

brought up most by Jason Calacanis (15), Chamath Palihapitiya (3), David Sacks (2)

mentionsepisodesper episode tap a year for its mentions

2025 1 mention in 1 episode

Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy Oct 3, 2025 · 1 mention · from 25:35
every mention in 2025, scene by scene →

2023 1 mention in 1 episode

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more Nov 3, 2023 · 1 mention · from 21:21
every mention in 2023, scene by scene →

2022 7 mentions in 4 episodes 2 per episode

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more Nov 5, 2022 · 3 mentions · from 15:46
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more May 13, 2022 · 2 mentions · from 58:13
E97: SPAC updates, public/private market overview, Putin's end game & more Sep 23, 2022 · 1 mention · from 12:01
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more Jul 14, 2022 · 1 mention · from 1:01:52
every mention in 2022, scene by scene →

2021 9 mentions in 2 episodes 5 per episode

E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses Nov 6, 2021 · 8 mentions · from 35:29
E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more Jun 13, 2021 · 1 mention · from 57:18
every mention in 2021, scene by scene →

2020 2 mentions in 2 episodes 1 per episode

E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020 Dec 18, 2020 · 1 mention · from 44:36
E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 Sep 19, 2020 · 1 mention · from 1:23:23
every mention in 2020, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Opendoor, oldest first

Nov 6, 2021 positive

Disclosure

Chamath Palihapitiya owns 3% to 4% of Opendoor

“I am one of the largest individual shareholders of that company. I think somewhere between three and four percent of the business I own.”

Chamath Palihapitiya Nov 6, 2021 ▶ 40:24 E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses

May 13, 2022 bullish

Assertion Supported

Calacanis: Opendoor has $2.3 billion in cash against a $3.7 billion market cap

“Some of these things are hard to believe, like, Opendoor has 2.3 billion in cash and a 3.7 billion dollar market cap.”

Jason Calacanis May 13, 2022 ▶ 58:13 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

Nov 5, 2022 negative

Assertion Supported

Calacanis details layoff percentages across Stripe, Opendoor, and Dapper Labs

“Stripe, 14% RIF, a thousand employees, Opendoor Chime, Dapper Labs, all hundreds of employees, Opendoor, the most significant, there are 550, 18%, Dapper, 22%”

Jason Calacanis Nov 5, 2022 ▶ 15:46 E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

Opendoor

Mentions by year

Everything said about Opendoor, oldest first

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