Gm gm $OPEN Q4 week 4 numbers drop later today. Q4 run averaging 477 acquisitions a week, not bad, I think this accelerates soon, Then on Thursday, I think Q3 earnings :) Nothing in the business has changed but the macro unfortunately has. Rates are high and buyers are cautious as you would expect, which Kaz cannot control. What he can control is the product, and that's where the work is going. Last week he launched List with Opendoor, the first version of its 3P product. 3P essentially means Opendoor helps sell homes it doesn't buy which is ideal in this environment. → Homes come onto the platform without Opendoor owning them → Less capital tied up and less price risk → More listings, more traffic, more users → More ways to earn from every transaction That's how you build something sticky in a hard market, you need to adapt to the macro, keep building, and let the traffic come to you via having an extremely compelling product. Patience and conviction. nfa, long $OPEN 🏠