Tim @hideawaytim

@wemby way to get in their heads bruh. You soft child- exposed for being heartless, or just French. You had every chance to show up and could not. @nyknicks @NBA @espn @KarlTowns @jalenbrunson1

@NBA just say that you want either the @spurs to win or a game 7. You even have non @nyknicks fans losing interest. Horrible job in putting in the fix. #rigged

@lastaforest horrible job on my order. The product claims to be glass, but only part of it is. I paid for expedited delivery (5-8 days) and it took over 30 days to arrive. Three emails to your team with no response. Stay away- @WeLoveACoffee @EspressoLovers @amazon

Some ideas with help from @DeepSkyAI cc: @rabois @ericjackson @ihat @shrisha 1. The Integrated Smart Home Selling a house is a means to an end. The real product is the home itself. Opendoor is uniquely positioned at the point of transaction to upgrade the American home. Every home Opendoor sells/holds on the balance sheet should be a "smart home" with integrated energy, connectivity, and security solutions. Opendoor could partner with or acquire companies in solar, battery storage, and high-speed internet. These services should be integrated during the renovation process. This creates new, high-margin, recurring revenue streams and makes an Opendoor-certified home fundamentally better than any other on the market. 2. The Home as a Factory: Vertical Integration of Renovations The biggest variable cost and operational drag is renovation. Supply chain issues, labour shortages, and inconsistent quality are unacceptable variables. Opendoor should treat every home renovation like a manufacturing process by building regional "Giga-Reno" facilities. These centres will standardise materials, use robotics for repetitive tasks, and manage a dedicated, salaried workforce. Vertically integrate the supply chain for common materials like paint, flooring, and appliances. This eliminates dependency on external contractors and ensures consistent, high-quality, "move-in-ready" homes - a key demand from 70% of buyers. The goal is to reduce renovation time and cost by over 50%, turning a major cost centre into a competitive advantage. 3. Eliminate the Toll Takers: Go Direct The current strategy of partnering with agents and MLS is a crutch/parasitic loss. Opendoor should not be a lead-gen tool for the old system. The goal is to obsolete the old way of buying/selling homes. Opendoor's pivot to an 'agent-centric' model like Key Connections is a strategic error. Opendoor must own the entire customer relationship and should not outsource the customer experience. Think about a company like Amazon. The buyer rarely interacts with a 3P seller. The whole experience (including logistics, customer service, disputes/refunds, etc) is handled by Amazon. Offer a "Buy It Now" button for every Opendoor home, creating a true e-commerce experience. All-day, on-demand home tours will be standard. By controlling the ecosystem, Opendoor could eliminate external commissions and capture the full value of the transaction. 4. Radical Transparency to Rebuild Trust The only way to recover is with radical, painful transparency. Publish the data. Show the world the average spread between the purchase price and resale price. Show the average repair costs. Be brutally honest. Simplify the fee structure to a single, all-inclusive service charge. 5. Solve the Capital Problem with Financial Engineering Transform Opendoor from a company that holds housing assets to a platform that securitizes them. Explore creating new financial instruments or shared ownership structures. Leverage blockchain technology to create a platform where accredited/institutional investors and eventually retail investors can buy fractional ownership in Opendoor's portfolio of homes. This would create a massive new source of capital, dramatically reducing balance sheet risk and borrowing costs. More profoundly, it would position Opendoor as the de facto stock exchange for residential real estate - a truly disruptive innovation that realises the original vision of fundamentally transforming this asset class. The moment Opendoor acquires a home, the asset should be tokenised and moved on-chain, making it available for market participants to acquire. 6. Instil an Engineering-First, AI Native Culture Opendoor's next/permanent CEO must be a world-class engineer or product leader, not a finance or real estate veteran. Reorganise the company around small, agile product and engineering teams. Reallocate capital to strategic technology and talent acquisition. Opendoor must assemble a team that provides an "unfair advantage" in conquering the core risks of the business. This means poaching the absolute best AI and data science talent from Google, Meta, and other tech giants by offering them a chance to solve a multi-trillion-dollar problem. Compensation should be heavily weighted toward stock to align incentives with long-term value creation. The goal is to move at the speed of an AI startup, not a real estate brokerage. 7. Launch "Opendoor Pro" - A Subscription Data & Analytics Service Create a high-margin, recurring revenue stream by productizing the data. Opendoor Pro would be a subscription service that offers access to anonymised, real-time market data, predictive analytics, and trend reports that are unavailable anywhere else. 8. Drive to Full Vertical Integration of Ancillary Services Opendoor must own and optimise the entire transaction stack. This means moving beyond partnerships and third-party solutions for title, escrow, home insurance, and mortgage. These services should be brought in-house, fully integrated into the platform, and re-engineered for technological efficiency. Each service becomes a profit centre and, more importantly, a way to reduce friction for the customer, making the Opendoor ecosystem stickier and more valuable.

🥁 Shoutout to our top 3 projects of the week (wk 33) 🥇 @DeepSkyAI is a super agent for business professionals, focused on deep research, analysis, and decision-making by Chris Chang and team! 🥈 Amicons by @MarekMinor is a beautiful icon library with over 1400 hand-crafted icons designed to make digital products feel genuinely human. 🥉 JarVisa by @paulwithjames is an AI-powered tool that takes the stress out of visa applications by generating cover letters, smart itineraries, and checking requirements in seconds.

Months of this. Building something we think matters. Coming soon. @DeepSkyAI

@chrisatgradient @DeepSkyAI Well done. So exciting.

So do the @Yankees force Devin Williams to shave his beard now? #fireaaronboone #devinwilliams get the clippers for your face.

Gonna drop some more thoughts on $OPEN's earnings tomorrow but for anyone who wants a detailed summary now -> check out DeepSky's take. deepsky.ai/share/4309e8ca… We've purpose-built the product to answer tough and nuanced business questions. Perfect for a company like @Opendoor Check it out! Still no sign-in / sign-up required (for now 🤗) deepsky.ai

@balloonfiesta stay away from @sandia_casino and the team. The wait is 2+ hours, they close the restaurant and bar and Carlos the bathrooms. The. There’s a wait on the way down. Awful

@SandiaPeakTram horrible job today. Give us a 3 hour window to get in line and make the line 2 hours and 15 minutes. Stay away from this place, it’s beautiful but a sham. @balloonfiesta @cabq

@JetBlue not sanitizing a Mint seat. Food crumbs all over the seat, clearly unsanitized headphones, 2 empty sodas in the storage are and a headphone jack that doesn’t work. Flight 278 SFO to FLL. Happy to take my and my company’s business back to @Delta @thepointsguy

@BidensWins lol

@PFChangs bartender Empress at the ATL airport is fantastic. She needs a raise. #happytraveler

Keep an eye on #huobi looks like there might be some issues. #Bitcoin

@ElectionWiz 2 Bud Lites and 1 Tito’s and Soda please.