max ~

@davidrgoldberg caracas bakery

What (retail) bakery in Miami has the best Sourdough bread?

@nejatian worst airport in us worth going to FLL

Miami is a wonderful city. Its airport is really not. How do you have an airport without *great* WiFi?

@KyleSamani @justindross They are not optimizing for mortgage margin. They’re optimizing for total transaction profit. Lower rate = faster turns, lower hold costs, higher conversion.

@justindross How can this be good for opendoor shareholders if they are underpricing risk?

This offer from Opendoor is better than the rates that really rich people can get from their bankers right now

/remote-control

@TangoJazz99 sun wellness culture taxes vibes

@mabrrramsky Why

Miami is the best place to Claude Code.

@ParclLabs @Opendoor add filter for kaz era

How long has $OPEN inventory been sitting? We mapped every @Opendoor listing by days on market. Green = <30 days Red = 90+ days That's a lot of red.

@erikstraub @3mJamal My github repo is open source. Fork it and build your own github.com/maam00/glassho…

@mabrrramsky @3mJamal Hey I know I came off like a hater in some of my comments, but I was just surprised people were taking certain stuff at face value. Indicated to me they weren't really looking. I love what you've done and I'd love to send you any feedback I can. Just don't have DMs on X.

@pratyushpal07 ask llm to find real customer stories or data points from 2026

@mabrrramsky Max, where did you find this? Any sources?

@erikstraub @3mJamal there was a bug. Thanks for catching

@3mJamal @mabrrramsky The kaz era posting and listing numbers were not approximations, they were just wildly off which is why someone updated them to more than double what they were 24 hours ago. Also fed funds rate and average mortgage were fixed. I want the tracker to be great.

@darabadoo should be working again

@mabrrramsky Hey, is this still up?! The site is no longer working for me. . . 🤔

New addition to the $OPEN tracker - hiring intelligence. 52 roles. Heavy AI/ML investment. Dedicated hires for mortgage and insurance ops. opendoor-tracker.com

This is a feature, not a company. You can’t scale one piece of the value chain in isolation. Google is eating AI because they own the full stack - chips to consumer. Same logic applies to real estate. Whoever owns search + mortgage + title + closing + capital wins. That’s the Opendoor 2.0 thesis

This makes exact sense. Regular brokers are being replaced not but AI but by AI powered brokers. The result? - Massive drop in cost for customers - Massive compression of revenue - Increase in margin The key question is scale - can you scale this and if the answer is yes you get a new type of venture business

@DGretta_Author This is like calling Shopify ‘just a website builder’ in 2015. Opendoor 2.0 is building mortgages, title, insurance the full home transaction stack. iBuying becomes the customer acquisition flywheel, not the whole business.

Makes perfect sense. $OPEN

@nejatian Let me come tinker at opendoor and ill take it down ;)

@mabrrramsky This is just a shockingly good way of looking at the company’s priorities. I don’t know how I feel about how insanely visible our priorities are.

@wiseapeman @nejatian Let the man do what he does and build product This name is corrupted to big money bc meme stonk history … therefore price is a lagging indicator When instit see arpu climb from services they will enter on fundamentals

Hi @nejatian, I'd like to point out a couple of things. $OPEN 1. You’ve repeatedly said you don’t talk about products before they’re released. You said the same to Vlad on the last earnings call RE: tokenization. Yet the mortgage product was announced early. Q: What made you deviate from that framework? 2. You’re saying all the right things, and I love it. However, the stock is lower today than when you joined, which means shareholder value has declined during your tenure (so far). Q: For the folks that are getting nervous out there, what's your message? I’m simply doing what you’ve asked us investors to do: Hold y'all accountable.

@DiamondHandsDoc tbh this is bullish no one wants open to be viewed as a meme stock smarter investors and bigger money will come as fundamentals inevitably improve in coming months … and Kaz’s vision starts to play out

We live in a world of instant gratification now with overnight or same day Amazon delivery, prime video stream on demand, minute by minute updates on pizza delivery, FedEx detailed tracking, so the shareholders of $OPEN are getting fatigue at watching the stock go red like 90% of the days bouncing from $6-7 just to drop sub $6. I know the psychology, it’s hard to keep morale up and there’s so much “let’s go $OPEN army” message one can view while stock goes down, it’s like watching a football game and you’re cheering but the team is not scoring. with that being said, the $OPEN team is working hard so a little patience is needed, easier said than done I know, I am looking forward to the next earnings report and this might make or break it for some investors. I guess any small bit of news from management is appreciated so thanks. The fact the ceo is responding to x posts is definitely a good thing. Ps my enthusiasm level is still there but at all time low. This is not an easy stock to hold for sure.

@Speedwell_LLC @JerryCap Overstated from ux change They hijacked the metric by taking advantage of users swipe right to dms muscle memory

Wild: Instagram Reels watch time up more than 30% year-over-year in the U.S. $META, 4Q25

@Nugget_Trades This is their 2024 Super Bowl campaign…

$OPEN Super Bowl commercial 👀

@nejatian @runfrombear Excited to see it. Will it be focused on traditional underwriting methods or also exploring asset depletion? An AI native Plaid underwriting pipeline would be huge.….

I am totally open to criticism. Feedback is a gift. But this one is not reasonable. Any one who has launched a lending product would tell you that it is not a thing done in two weeks. I am nearly certain we will break records in terms of how fast we launch our mortgage products. But it will take more than two weeks.

$OPEN It's almost 2 weeks since @nejatian announced new mortgage product. Expected more info by now. "more soon" and an ethos of "faster" should dictate speed of follow ups to quick headlines. Please, what are the details??

@pepe_maltese @mikealfred And a levered bet on assumable mortgages. If Trump makes it happen opendoor will be one of few infrastructures (or the only?) built from day one.

@mikealfred Also a leveraged lower interest rates play. You merge a turnaround story and a lower rate play. A few months ago a lot of money was made this way

OPEN is a turnaround. New CEO, new board, new strategy. They are offloading legacy unprofitable flips. They are launching a mortgage strategy. They are focused on tech, execution, and profitability. If you are looking at a spreadsheet with backwards looking data, you won’t get it