Kaz Nejatian

speaker

603 appearances 1 recordings 1 series first heard Jan 2026 last heard 23 Jan

Kaz Nejatian’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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The Pomp Podcast · Opendoor CEO: Housing Is Broken (Here’s the Fix) | Kaz Nejatian · 23 Jan 2026 podcast

It's actually kind of both intertwined.

No, it's actually three things.

One is distribution, obviously, because CAC is expensive and we've already paid for CAC.

The second is a trust on a core product.

Look, lots of companies tried payments and tax and capital because shop fight it and none of it worked because their core product was untrustworthy.

And they didn't have CAS.

People are like, I appreciate it.

Thanks, man.

Thanks.

Let's say this is a very real thing.

At Shopify, we succeed in a thing no one else succeeded in.

But a third thing that is real is most of these things end up being about underwriting risk.

And we already have to underwrite the risk on the house because we have to buy it.

Turns out we know something about the transaction.

So we can underwrite the risk for the mortgage.

We can underwrite risk for insurance.

We can underwrite risk for warranty.

Like imagine if you have to underwrite the risk for warranty of a house without knowing the fridge that is in the house, without knowing the HVAC that's in the house.

We put it there, we know what's in there.

And we can have underwriting across thousands of homes, which makes us lower risk.

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