Every argument clarity score on this site is built from rows on this page. Each
question and answer was assessed with names hidden, the host's own answers included, on
four things from 1 to 5:
directness (does it answer the question asked), coherence (do the ideas follow),
precision (concrete details and clear references), compression (says a lot per word). The weighted
mix (30/30/25/15) is the exchange score. A person's published score averages their exchange
scores on raw tape only, at least 8 of them, shrunk toward the cohort mean.
Full method →
Answered raw tape
D 5 · C 5 · P 5 · Cm 5 5.00
Q Can you tell us a bit about Opendoor? We were discussing earlier, but it's interesting.
A Yeah, it's in the news right now because it's become a meme stock that's like growing really well, but, um, I still fundamentally believe in the mission. So I think unlike other countries in the world, Where a transaction cost for buying or selling a home is one percent or lower. In the US, it's six percent. Which means when you're trying to sell a home, agents take six percent of the commission. And that's crazy. Residential real estate is the second largest asset class in this country. And there's a six percent tax for doing that. Which is just mind-boggling to me as like, uh, someone looking at the space. And so the company was founded by four founders, uh, Keetra Boy, Eric, uh, JD, and Ian. And their model was, We will buy our home unseen. So every home that's bought and sold in the country is on a register called the MLS. And so using machine learning, they said, hey, we could figure out what the true value of this home is. So you enter an address, answer a few questions, and we give you an all cash offer to buy the home in one minute, which is very different than you having to stage your home and list your home and pay an agent a transaction fee. In one minute you get that
AI assessment note: “their model was, We will buy our home unseen. So every home that's bought”
Answered raw tape
D 5 · C 4 · P 4 · Cm 4 4.30
Q So interest rates going down now will have the opposite effect?
A I don't think we're going to go back to Zerp any time soon. So interest rates might go down, like, 50 bips or a dot, but it doesn't change the outcome that much. The genie is unlocked. Once you get used to high efficiency, why would you do? And then if you look at what Gen Z wants to do now, they don't want to work as a dishwasher in a, in a restaurant. They want to be the next influencer or build the next business. How are you going to replace that labor? Technology is the only way you can do that. Whether it's factory workers, whether it's back office workers, whether it's, you know, dishwasher. This is the only way that you can do it. And that's great because suddenly that area that was not investable before has suddenly become because everyone's a buyer is knocking on your door asking for it.
AI assessment note: “interest rates might go down, like, 50 bips or a dot, but it doesn't change”
Answered raw tape
D 5 · C 4 · P 4 · Cm 4 4.30
Q People are having less kids because of iPhones?
A I mean, there's no... you can't directly You can't directly point to it, right? There's no research that is that clear. But it is, like, 2009 across the world. And it's because, like, we're just becoming more and more dependent on a digital, our emotional needs are being satisfied by more on the digital side. Whether it's like, you know, us watching YouTube shorts versus going to a bar to, like, date someone. And I think AI will accelerate this problem, for sure. Like, again, I, I, I do think we are We're confiding more in ChatGPT than we talk to, like, our closest humans, including, like, our own partners, and I do think that that has happened, and there's no, there's nowhere that you can ever draw a direct line, but the trend is clear starting when the mobile phone came out.
AI assessment note: “you can't directly point to it, right? There's no research that is that clear.”
Answered raw tape
D 4 · C 4 · P 4 · Cm 4 4.00
Q But then I don't think, I think every industry is very interesting. Let's say, let's say you have a hundred bucks, a hundred dollars. Where would you put it? It's a very binary outcome. And where would you not put it?
A I think anything that is not technology, like, forward, I would not put it. But that's my bias, because I've been an engineer, I've been here 17 years. But does that mean that you can't make money off a traditional, like my dad's a textile, in the textile industry. He's doing really well. Like, you know, but would I put a hundred dollars, would I put a dollar there? Like, it's probably not, because I just don't understand that business really well. And he's surrounded by like mills and other, like, you know, those are all traditional businesses with very little technology. They're still all printing money. Uh, but it's, it's, it's the bias. It's like, this is why we can't, I can't disassociate venture capital or technology from the way I view the world.
AI assessment note: “anything that is not technology, like, forward, I would not put it.”
