Opendoor
also referred to as: open door
29 statements across 4 episodes · 13 bullish · 7 bearish · 4 people on the record · first statement Sep 15, 2025 by Keith Rabois · said 135 times in 12 episodes since 2025 · across every show →
Mentions by year
brought up most by Kaz Nejatian (50), Molly O'Shea (45), Keith Rabois (34), Michael Judd (5), Chris Josephs (1)
tap a year for its mentions
2026 74 mentions in 6 episodes 12 per episode
- Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian · Sourcery with Molly O'Shea
- Inside Opendoor HQ on Earnings Day (Office Tour + Live Stream) · Sourcery with Molly O'Shea
- "Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
- How Reddit Went From $12M to $2.2B + Cracked Social Media Monetization · Sourcery with Molly O'Shea
- I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
- CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap) · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
2025 61 mentions in 6 episodes 10 per episode
- Keith Rabois on Opendoor ($OPEN) Activist Turnaround · Sourcery with Molly O'Shea
- Keith Rabois: Lessons from PayPal Mafia, $OPEN, & Investing · Sourcery with Molly O'Shea
- Incubating Brain Co: Elad Gil’s AI Bet with Jared Kushner’s Affinity Partners · Sourcery with Molly O'Shea
- Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- How Ryan Serhant Sold $20B in Real Estate with Media & AI · Sourcery with Molly O'Shea
- Inside the $350M Pelosi Stock Tracker · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
Everything said about Opendoor, oldest first
Sep 15, 2025 bearish
Sep 15, 2025 neutral
Sep 15, 2025 positive
Sep 15, 2025 positive
Sep 15, 2025 neutral
Sep 15, 2025 negative
Jan 10, 2026 positive
Feb 24, 2026 negative
Opendoor paid a consulting firm $5M to advise cutting quality across operations
“The single largest expense on our income statement was millions of dollars paid to a well-known consulting firm whose advice can be approximated as the following. We paid him five million dollars for this. This voice was basically the following tweet. Do every…”
Feb 24, 2026 negative
Feb 24, 2026 bullish
Opendoor's earnings livestream peaked at a record 55,000 viewers
“Our earnings was the most watched earnings in history. The last National Open House we did broke records for how many people watched it. No. Yeah, by a lot, but not by a lot. We should fact check this, but I think at one point we had 55,000 live viewers.”
Feb 24, 2026 neutral
Feb 24, 2026
Feb 24, 2026 positive
Feb 24, 2026 negative
Feb 24, 2026 neutral
Nejatian: Opendoor's career page is designed to repel 99% of applicants
“My job is to actually describe the type of place this is, and lots of people will not want to work here. In fact, less than one in a hundred people will ever want to work here. That's fine. Like we have a very high bar, like our career page tries to do a very …”
Feb 24, 2026 neutral
Opendoor saw double-digit attrition after Nejatian instituted a seven-day RTO mandate
“On my first day at Opendoor, I said, hey, we're going back to the office. Everyone has seven days. And so a bunch of our colleagues decided not to join us on that journey and left the company because they didn't want to work for an in-person company. And we wi…”
Feb 24, 2026 positive
Nejatian: Product critiques should attack the work, never the creator
“I try very hard
To criticize things, not the people who created those things. I think it's kind of useless to hold your past self guilty. So if you see me in a product review, I frequently say this fucking sucks. I very rarely say you fucking suck. Like the wo…”
Feb 24, 2026 negative
Feb 24, 2026 positive
Nejatian says Opendoor's balance sheet was a ticking time bomb upon joining
“When I got here, the company, the company's balance sheet had like a ticking time bomb on it. Like it wasn't obvious how the company was going to survive that ticking time bomb. Now, luckily we've cleaned it up. The balance sheet is incredibly healthy, but for…”
Feb 24, 2026 bullish
Nejatian proposed to Keith Rabois taking Opendoor private together to fix it
“My wife's plan, literally, genuinely, honestly, was that we would, like, sell everything we owned, leverage ourselves as much as we could to take Opendoor private, so we could fix it. So I called Keith back in, I think, April, and he was, hey man, I'm thinking…”
Feb 24, 2026 bullish
Opendoor replaced an 11-person manual home offer workflow entirely with AI
“So between the time, like you put your address in and you Got an offer. There'd be 11 human beings who touched that. That's insane. That's just an insane outcome. Like, today, zero human beings are in that loop in many of our flows. Like, AI does all of that.”
Feb 24, 2026 neutral
Feb 24, 2026 neutral
Feb 24, 2026
Nejatian mandated a one-week return-to-office despite Opendoor lacking physical office space
“I showed up on a Monday, my first Monday at work and I said, Hey everyone, by next Monday, we're back in offices. At that point, we didn't have offices. Like we didn't know where people were gonna go. So we had to like the team had to go sign leases, open up o…”
Feb 25, 2026 positive
Feb 25, 2026 bullish
Feb 25, 2026 negative
Feb 25, 2026 bullish