@nickgerli1@nejatian@Opendoor@morganb
Curious, has Opendoor explored partnerships with home builders?
Feels like a big opportunity to become a default distribution partner for entire new developments (cul-de-sacs, neighborhoods, etc.)
@morganb@morganb Housing starts have fallen off a cliff
April 2022: 1.82M units
August 2025: 1.31M units
That’s a ~28% drop in new home construction in just 3 years
If Tokyo has succeeded at building in desirable areas, how could this be applied to the US? Curious your thoughts
@morganb@morganb Housing starts have fallen off a cliff
April 2022: 1.82M units
August 2025: 1.31M units
That’s a ~28% drop in new home construction in just 3 years
If Tokyo has succeeded at building in desirable areas, how could this be applied to the US? Curious your thoughts
@nejatian@nejatian knowing that the drastic rise in student debt is a separate major issue, where do you see the biggest product opportunities for Opendoor to materially reduce friction for buyers who are struggling to enter the RE market?
@morganb Sounds awesome. How does the new scoring system balance near-term conversion likelihood vs long-term value? Curious how you’re thinking about quick win tactics vs compounding value levers.