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

Now, all this stuff typically gets done by third parties, right?

So you own a small business, you have an accountant, you'd have a tax guy, you have a shipping guy, you have all these other people that you're feeding.

And our thesis at Shopify was that that sucks.

It sucks that in order to sell shoes,

I need to know an accountant, a loan guy, a tax guy, a shipping guy, and I have to pay all these people, like, as they're on my path.

It's terrible.

It's a bad experience for everyone.

And they don't know my business, so they gave me generic advice, and I have to overpay them

Because they're third parties.

So our logic was, hey, can we solve those problems?

And the answer was, it turned out to be financially incredibly fruitful for Shopify.

Today, 75% of Shopify's revenue comes from services, not software.

Yeah, so when I got there, we had payments.

We launched capital across the world, shop pay, tax, Shopify balance, which is an embedded banking service in Shopify, shipping, international duties.

all the things that you think would go with buying and selling stuff on the internet.

Because people want to buy things from someone they trust, right?

Mm-hmm.

If you were mentioning Shopify, you have to think about who to use for tax, whereas you already trusted Shopify because Shopify gave you a great software.

Like, okay, I'll just use Shopify for tax.

That's what's going to happen to Opendoor too, by the way, because there's a reason why if you look at the builders, like a company like Lenar, great company, like 70, 80% of people who buy a home from Lenar get a mortgage from Lenar.

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