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

Opendoor is priced in the public market for its potential, and it's an incredibly fair price for the potential. Look, I think the bull case for Opendoor is obscene. Just just obscene. It is hard to exaggerate how big this company can be. I'm no one's idea of a professional manager. We're going to create alpha. I think corporate executives should basically only get paid in options. We're gonna launch things that won't work, but we're gonna start fucking launching things. This is 20 VC with me, Harry Stebbings. It is my favorite show of the week. Jason Lemkin, Rory O'Driscoll, and we have the hottest CEO in town, Opendoor's new CEO, Kaz, who just joined from Shopify. He joins for his first ever interview as CEO of Opendoor. He did this show when he was just twenty four hours into the seat. On top of that, we talk about OpenAI's relationship with Microsoft, their new deal with Oracle. We talk about the IPOs that happened last week, the busiest week of IPOs this year, and so much more. But before we dive into the show today, let's talk about agents, specifically Piper, the AISDR agent brought to you by Qualified. The agentic marketing era has arrived. And if you're a b to b marketing leader looking to scale a pipeline generation, Piper the AI SDR agent, wow, it is here to help. Piper is the number one AI SDR agent on the market according to g two. And hundreds of companies like Box, Asana, and Brex have hired Piper to autonomously grow inbound pipeline. Fucking sign me up. Anyway, qualified customers see massive business impact with Piper. Three out of its increase in meetings booked and two out of its increase in pipeline. Wow. That is some results. Hire Piper, the number one AISDR agent and grow your pipeline today. Learn more at qualified.com/20vc. That's qualified.com/20vc with the 20 vc spelled out in letters for goodness sake. And while Piper builds your pipeline, HubSpot gives your business the AI tools to scale faster. Think about listening to this podcast right now. You're probably multitasking and catching 70, maybe 80% of it. How dare you. This voice is so captivating. Now, flip that and imagine catching only 20%. That'd be pretty crazy. Right? Yet most businesses only use 20% of their data. All the important details in call logs, in emails, in chats, they're just left floating in digital space. Well, HubSpot gives you access to those insights to help you grow your business. Because when you know more, you grow more. Visit hubspot.com to get the full picture today. Hubspot keeps your CRM humming, and when you layer in AI, Nexos takes it to a whole new level. Who's the biggest AI threat to your business? It might might be your own employees. They use unsanctioned AI tools and personal accounts for work tasks and feed company data to places, honestly, it just shouldn't go. Well, this is what …