Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This

20VC

Sep 18, 2025

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AGENDA:

• Opendoor’s Potential and Market Valuation

• Why Did Kaz Leave $300M on the Table to Join Opendoor

• Why Does Kaz Believe OPEN Can Be a Good Business When the Market Doesn’t

• How does Kaz Feel About OPEN Becoming a Meme Stock?

• Kaz’s $0 Salary but $1BN Stock Based Compensation

• Oracle and OpenAI Partnership: WTF is Going On?

• Microsoft’s Investment in OpenAI: A Financial Perspective & Who Has the Power

• Why Sam Altman is the Greatest Politician of our Time

• How Anthropic’s Revenue Could Go to Zero Overnight?

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

• IPO Insights: Figure, Gemini, and Via All Go Public

• Why Adobe Have Failed in an Age of AI and What Incumbents Have To Do?

https://podcasts.apple.com/gb/podcast/20vc-opendoors-ceo-on-the-greatest-turnaround-in-tech/id958230465?i=1000727312427

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© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.