20VC: Opendoor's CEO on The Greatest Turnaround in Tech | OpenAI and Oracle: How Can Either Afford to Do This | How Anthropic Could Lose 50% of Their Revenue Overnight | Replit Raises at $3BN | Figure, Gemini & VIA IPOs Broken Down

AGENDA:

00:00 Opendoor's Potential and Market Valuation

03:32 Why Did Kaz Leave $300M on the Table to Join Opendoor

04:44 Why Does Kaz Believe OPEN Can Be a Good Business When the Market Doesn't

06:34 How does Kaz Feel About OPEN Becoming a Meme Stock?

17:25 Kaz's $0 Salary but $1BN Stock Based Compensation

23:41 Oracle and OpenAI Partnership: WTF is Going On?

42:21 Microsoft's Investment in OpenAI: A Financial Perspective & Who Has the Power

44:46 Why Sam Altman is the Greatest Politician of our Time

48:33 How Anthropic's Revenue Could Go to Zero Overnight?

50:12 Replit Raises $250M at $3BN Valuation and Higgsfield Raises $50M at $50M ARR

01:06:33 IPO Insights: Figure, Gemini, and Via All Go Public

01:11:26 Why Adobe Have Failed in an Age of AI and What Incumbents Have To Do?

01:13:20 Quick Fire Round: Adobe Up or Down by EOY? What Price Will OPEN Be EOY?

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