If you are an Opendoor shareholder, I have an ask.
Proxy advisors at ISS and Glass Lewis have recommended shareholders to vote against me at our Annual Meeting. I don’t take this personally. This is the fifth time in my career these same people have told people to vote against my team.
These proxy advisors have built no companies and are not meaningful shareholders of OPEN. They're a checkbox industry charging fees to tell other people what to do with shares that aren't theirs.
Usually most companies can’t do anything about this since many institutional shareholders will just vote the way ISS tells them to.
But Opendoor has the Open Army! It is important that we stand up against this separation of management from shareholders.
If you are so inclined, help tilt the world in favor of shareholders and away from bureaucrats.
Find out how (ask your broker, check your emails) and vote your shares. Our board is excellent. We are back on mission and we are winning.
Don't outsource your vote. Read the proxy. Vote your shares.
This feels like a watershed moment for the country. For the first time in what feels like forever, millions of American families were invited to participate in America’s success story and invest directly in their children’s future
This is as shocking as it is embarrassing. Fake OTPs, plaintext master password in JS bundle. It’s almost like they were trying to build this in the worst and most insecure way they could. Also, the company that sells this to CBSE has a website that’s straight out of 2005
I had hacked CBSE's OSM (On-Screen Marking Portal) in February and had reported the vulnerabilities to CERT-In, but they were unable to patch most of them.
I've written a detailed blog post about it here: https://t.co/qyT23GkTEJ
@Jason@Geiger_Capital Strongly agree with 1 and 3. 2 is a good short term fix but needs incentives to hire American in the medium to long term - otherwise we’ll run into the same problems as today
It’s wild how much the SWE career bottleneck has shifted. It used to be "what do I need to learn, and how do I find the information?" With AI, that problem is largely solved. Today, if you aren’t an expert in your field, there’s no excuse.
I used to count down the hours until bedtime.
1 PM: "Only 7 more hours."
4 PM: "Only 4 more hours."
7 PM: "Only 1 more hour."
I was just trying to survive until the kids went to sleep and I could finally have peace.
Sound familiar?
Here's what changed everything for me:
I stopped saying "I HAVE TO" and started saying "I GET TO."
**HAVE TO vs. GET TO:**
❌ "I HAVE TO change another diaper"
✅ "I GET TO take care of my kids while they're little"
❌ "I HAVE TO answer a million questions"
✅ "I GET TO teach them about the world"
❌ "I HAVE TO clean the kitchen again"
✅ "I GET TO have a home and food to provide"
❌ "I HAVE TO deal with tantrums"
✅ "I GET TO shape how they handle emotions"
❌ "I HAVE TO put them to bed"
✅ "I GET TO tuck them in and tell them I love them"
---
This isn't wacko positivity. It's reality.
One day, they won't ask you to play.
One day, they won't need you to tuck them in.
One day, they'll be gone.
One day, they won’t ask to be carried to bed.
And you'll wish you could go back to the chaos.
The shift from "have to" to "get to" doesn't make parenting easier.
But it makes it meaningful.
It reminds you: This is temporary. These moments won't last.
So when you're frustrated (and you will be), pause and ask:
"Am I seeing this as a burden or a blessing?"
You GET to be their dad. Not everyone has that.
Act like it.
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen.
Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation).
Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there.
Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI.
As a result,
1. The corporate ladder looks like the wrong building to climb.
Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more.
2. There’s a deep malaise about work (and its future).
Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire"
3. The mid to late middle managers feel paralyzed.
Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies.
4. The rich aren’t particularly happy either.
No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money."
I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here.
Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success".
Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.