Kaz Nejatian
speaker
618 appearances
1 recordings
1 series
first heard Jul 2026
last heard 21 Jul
Kaz Nejatian’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
We have built the AI exoskeleton around every human being at Opendoor, such that they can be three, four X more efficient than everyone else.
To give you a sense, the last time Opendoor bought as many homes as we bought last quarter, Opendoor's OPEX was more than twice as high.
In a world where prices have gone up for human beings, we've become twice as efficient.
I think what AI does is two things.
One, it lowers the need for human management, right?
If you look at any company, you end up with these very long tails of managers managing managers before anyone does any actual work.
And AI, because it takes the communication barrier down so much, we can share more information more broadly.
It just collapses the company, the chains of the company.
The second thing it does and what it has done at Opendoor is AI fundamentally changes who wins and who loses.
The people who use AI well will win and there'll be more of them.
Opendoor has more engineers today than it did when I joined because we use AI well.
Actually, you know me a bit, so you know this is true.
I have these written down.
First, friction is underestimated.
Two, map is not to train.
Three, truth over feelings.
Those are like that.
So let me give you the first one.
Everyone has seen the supply and demand graph in their life, but people underestimate the invisible hand of friction on where those two things cross.
The total market size of Walmart would have been massively underestimated.
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