20VC: Opendoor's CEO on The Greatest Turnaround in Tech | OpenAI and Oracle: How Can Either Afford to Do This | How Anthropic Could Lose 50% of Their Revenue Overnight | Replit Raises at $3BN | Figure, Gemini & VIA IPOs Broken Down

2025-09-18 · 84 min · 11 entities

episode page audio

Asserted relationships

→ hosted by Harry Stebbings person

0.55 · ×2

evidence rules-v4
Feed author/publisher: Harry Stebbings
→ discusses Business company

0.40 · ×2

evidence rules-v4
Feed category: Business
→ discusses News concept

0.40 · ×2

evidence rules-v4
Feed category: News
→ discusses Investing concept

0.40 · ×2

evidence rules-v4
Feed category: Investing
→ discusses Tech News concept

0.40 · ×2

evidence rules-v4
Feed category: Tech News

Entities found in this episode

concepts 7

mentioned Investing concept

0.50 · ×2

evidence rules-v4
Feed category: Investing
mentioned Tech News concept

0.50 · ×2

evidence rules-v4
Feed category: Tech News
discusses News concept

0.40 · ×2

evidence rules-v4
Feed category: News
discusses Investing concept

0.40 · ×2

evidence rules-v4
Feed category: Investing
discusses Tech News concept

0.40 · ×2

evidence rules-v4
Feed category: Tech News
mentioned CEO concept

0.35 · ×2

evidence rules-v4
CEO
mentioned VIA concept

0.35 · ×2

evidence rules-v4
VIA

persons 2

mentioned Harry Stebbings person

0.70 · ×2

evidence rules-v4
Feed author/publisher: Harry Stebbings
hosted by Harry Stebbings person

0.55 · ×2

evidence rules-v4
Feed author/publisher: Harry Stebbings

companys 2

mentioned Business company

0.50 · ×2

evidence rules-v4
Feed category: Business
discusses Business company

0.40 · ×2

evidence rules-v4
Feed category: Business

Episode description as stored

AGENDA: 00:00 Opendoor's Potential and Market Valuation 03:32 Why Did Kaz Leave $300M on the Table to Join Opendoor 04:44 Why Does Kaz Believe OPEN Can Be a Good Business When the Market Doesn't 06:34 How does Kaz Feel About OPEN Becoming a Meme Stock? 17:25 Kaz's $0 Salary but $1BN Stock Based Compensation 23:41 Oracle and OpenAI Partnership: WTF is Going On? 42:21 Microsoft's Investment in OpenAI: A Financial Perspective & Who Has the Power 44:46 Why Sam Altman is the Greatest Politician of our Time 48:33 How Anthropic's Revenue Could Go to Zero Overnight? 50:12 Replit Raises $250M at $3BN Valuation and Higgsfield Raises $50M at $50M ARR 01:06:33 IPO Insights: Figure, Gemini, and Via All Go Public 01:11:26 Why Adobe Have Failed in an Age of AI and What Incumbents Have To Do? 01:13:20 Quick Fire Round: Adobe Up or Down by EOY? What Price Will OPEN Be EOY? Try NEXOS.AI for yourself with a 14-day free trial: https://nexos.ai/20vc