Eric Jackson, Founder at EMJ Capital, makes the bull case for Opendoor as the Google, or even Airbnb, of housing. He breaks down what he sees as the big mistakes of the former CEO he helped push out, why management has been asleep at the wheel & needs to have more skin in the game, and what it will take to turn things around. Jackson argues Opendoor must reinvent itself as an AI-first real estate company, and he points to Palantir’s Alex Karp as the model for how to win over retail investors.
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