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 · last 12 months
1 · Jan OctJan 26AprJulnow

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

Appearances

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An average family buys a car that's about 10x cheaper than a home they buy.
Average-ish.
And people you say about cars, it'll be impossible to have cars transact cleanly.
It'll be impossible to have them done quickly until Carvana came around, right?
So just because the asset size is large doesn't mean friction needs to be high.
In fact, the fact that asset size is high means friction should be lower because markets should clear more easily.
Like the mortgage industry is a highly sophisticated one.
These assets can clear quickly.
Mortgages can sell in a day.
There's no reason a house can't.
I mean, they're just objective.
They're just wrong.
They're just wrong about the math.
Look, I think there's two things that need to be said.
One.
If you ignore the era of poor management decisions, Opendoor was unicomic positive on its core iBuying model for most of its life.
Like, just objectively true.
But you also need to think about what the business model should be.
Look, I think
And I said on our earnings call, the job of Opendoor, our mission is to tilt the world towards homeowners and people working hard to become homeowners, but that's our job.
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