[BidClub_]

PERSON DIRECTORY

Kaz

Kaz appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

1 EPISODE1 SHOW
1 episode
Language
20VCEN · 84 min

Opendoor's CEO on the Greatest Turnaround in Tech

Harry StebbingsKaz

Opendoor’s refounding targets fair home pricing, software-enabled transactions, and recurring services rather than profits from buying homes cheaply, with Kaz concentrating incentives through options and aggressive operating goals.The panel contrasts that long-term upside with Oracle’s market reaction to roughly $300 billion of OpenAI obligations, Microsoft’s potential 20%-35% OpenAI stake, and fragile AI application economics as competition compresses response times from months to two weeks.