

Hi @CathieDWood - you got Tesla, you got autonomous vehicles. Investments that move people. How about a company disrupting the innovation that actually moves people? @Opendoor Quick recap: $OPEN: ARKW bought it as the SPAC $IPOE in Oct 2020 and was out by July 2021. ARKF was out by March 2022. Across ARK it peaked at $247M. But $ARKK has never owned it 🚨 @Opendoor isn't a real estate company. It's an AI and data engine that runs on real estate. This just makes so much sense to me. Will November 5th be the catalyst? Flagship time? $OPEN

$OPEN keeps shipping 🚨🎬🏡🇺🇸 Kaz says a new product for first-time buyers drops this week. The team continues to ship. Like I said earlier, the average first-time buyer is 40 now. In 1986 it was 29. If Opendoor helps bring that number down, that's not just a stock story, it's a family story 🧑🧑🧒🧒🏡 Long $OPEN @Opendoor

$OPEN 🚨🎬🏡🇺🇸 In 1986, Americans bought their first home at 29. Today it's 40. @nejatian is asked if Opendoor will get into rentals: "No. It is strictly against our mission.” And on Oct 31: "We are very close to being able to open up Opendoor's scale advantage to everyone who wants to buy a home, whether that is an Opendoor home or not." That's 3P. List with Opendoor is already live. Shareholder Q&A on Say closes TODAY at 5 PM ET. Ask Kaz about 3P and the timeline. 👇👇👇👇👇👇👇👇👇 https://t.co/ThVD0PlHl4 $OPEN House is Thursday, Nov 5th

$OPEN 🚨🎬🏡🇺🇸 @nejatian went quiet for a week. Today he said why: "heads down working on a few product launches that are now live." Here's what @Opendoor shipped in October, per their Accountable dashboard: Customer-facing: • Smarter Home Access Tracking (Oct 19): access status for self-tours is tracked home by home • Broader Data Behind Our Home Offers (Oct 16): offers now draw on more live MLS listings and comps • Self-Tour Booking on the Web (Oct 5): buyers can book a self-tour right from the listing page • Rebuilt Android app (Oct 23) • AI virtual staging (Oct 23) • Faster seller offer onboarding (Oct 20) • AI + human resale valuations (Oct 19) • End-to-end AI underwriting (Oct 15) Internal: • Customizable Operations Workspace (Oct 20): a personalized workspace for the ops team • AI Valuation Training Platform (Oct 15): a faster way to train their valuation AI • AI-Native API Platform (Oct 1): https://t.co/QTDxp4ECtr now runs on a new platform built around buying and selling All 11 are listed as live on https://t.co/cg1K6NM7cj That's 11 launches this month. Meanwhile acquisition contracts hit 477 for the week ending Oct 24, about 2x the same week last year. @mikealfred also joins board. They're shipping like a software company. Open House is Nov 5. 📈 Source: https://t.co/cg1K6NM7cj

$OPEN 🚨🎬🏡🇺🇸 @Opendoor updated Accountable dashboard (data as of Oct 24): • Acquisition contracts: 477 for the week ending Oct 24, +11% vs 428 the week before • That's about 2x the same week last year (237) • Clearance: 10% better than MLS (1.10x) for the week ending Oct 17 • Q4 resale closings: 628 through Oct 21 The dashboard is still climbing into Open House, Nov 5 Source: https://t.co/cg1K6NM7cj


