Michael Walker

I can’t drive… 82!

CNN is garbage.

Let's slugggggg

Hoodie logo for today. I’d like to think of Opendoor as an honorary @ycombinator company. Let’s build something people want.

My favorite scene from this - which gives me chills every time - is when he's half-assing jogging down by the docks by himself and then just turns on the jets. No one watching. No one telling him to do it. Just him.

I called Carvana at $15. It went to $487. The same pattern just showed up again. Day 232.

LFG 🚀🧨🎆

Rise and grind

Good morning ☀️ Rising Dynasty family

Me seeing OPEN up 8% and not caring it’s still below $5

$OPEN just hit 658 contracts. New all-time high under Kaz. LETS GO! 8-week trend: 537 → 449 → 442 → 390 → 447 → 610 → 545 → 658 The numbers: → 8-week avg: 510/week → +448% since Kaz started (Sept: 120) → New floor: ~530 (was 390) → New ceiling: 658 (was 537) The range keeps moving UP. And this is BEFORE: → Mortgage product scales → Doma integration kicks in → Q2 EBITDA profitability hits Now the math. If $OPEN sustains ~660 homes/week at 7% contribution margin: → 8,580 homes/quarter → $3.4B revenue → $240M contribution profit → $106M net income/quarter (after everything) → $423M net income/year → $0.42 EPS → $19.1 (45x P/E) | $31.8 (75x P/E) Net income positive. At current volume. At guided margins. The stock is $4.75. Kaz is executing. Weekly. Publicly. In real-time. The re-rate isn't coming. It's already started.

As of last week we at @Opendoor have fully re-shored our Mexico contractor positions back to the United States as full-time employees.

There are reports Delta Force went into Iran & extracted one of the crew members who was shot down a few days ago. The extraction was done under heavy fire from enemy combatants. God bless those men who are willing to run towards danger to make sure no man is left behind. 🇺🇸

Sam Altman says the first one-person billion-dollar company already exists. At EventHorizonIQ, we have 113 AI agents, 199 sensors, and 169,000 earnings transcripts analyzed. One founder. Zero payroll. The future isn't coming. It's here.

$OPEN might hit $950m - $1b in revenue for Q1'26 This is based on our internal data and not official number $OPEN has sold 30% more homes in Q1 26 than in Q4 25 (based on our earlier sales detection algorithms) If we assume 30% revenue growth from the $736m Q4 revenue number, we are hitting $950m and we have a few hours to still go The turnaround story is happening right in front of our eyes Link in the comments to see the details

We are living through the safest, most prosperous time in human history. A generational run is underway. We are so fortunate to experience this.

Goals achieved: 1. Iranian Navy eliminated. 2. Air Force eliminated. 3. 48 of the 50 top evil leqders dead. 4. Less than 80 launchers remaining w a shelf life of one fire 5/ No capability to enrich an nuclear material probably for a decade (inputs destroyed like water plant, steel and most sights). 6. Very military ballistic missles supply left w no ability to produce more. 7. Some drones remain w negligible ability manufacture new. 8. Unified Gulf States against Iran except Oman 9. Chinese weapons proven to be dysfunctional. 10. Middle Eastern states lining up for business relations w Israel.

The two best IC engineer hires I’ve made in my career were made last week. The quality of builders who want to join @Opendoor has been the most pleasant surprise of my tenure thus far - especially since we try very hard to convince you that working at Opendoor is hard.

We have started testing something fun in parts of the Pacific Northwest. Don't want to give more details because I want the test to run clean, but if we can thread the needle well this will be a magical experience.

Opendoor exists to deliver the American Dream. We are a software company. The homes are real and the transactions are real, but our leverage comes from engineers writing code and machines that price assets more accurately than humans, that compress months of back-and-forth into days, that handle the routine so people can handle the irreplaceable. We want buying or selling a home with Opendoor to feel the way it should. One offer. One mortgage. One timeline. One close. No PhD in real estate, no strangers on Sunday, no months of not knowing. That's the product roadmap we're building against now. Someone today got an offer on their terms and moved on their timeline. Not when a buyer happened to appear, but when they were ready. That's the whole point. That's what all of this is for. This isn't just about selling. The same friction makes buying hard and financing harder still. We're building across all of it. Not patching an old process, but rebuilding it from the ground up to be the way it always should have been. Simple, fast, and unencumbered, so the hassle is never the reason someone can't move forward.