About this episode
On Q4’25 earnings day, I went inside Opendoor’s San Francisco headquarters for an exclusive behind-the-scenes look at how the company operates in real time.CEO Kaz Nejatian gave us a full office tour — from dashboards and war rooms to earnings prep and the team packing merch ahead of the livestream. We sat in on a product discussion, watched the team prepare their live earnings broadcast, and saw firsthand how the culture operates under pressure.I also spoke with Michael Judd, Head of Investor Relations, $OPEN investor relations lead, and one of the longest-standing Opendoor employees (joined in 2016). He shares what it’s been like to see Opendoor move through multiple chapters — from early markets, to stock decline, to what the team calls a “second birth.”In this episode, we cover:• Why Opendoor livestreams earnings — including streaming on Robinhood • How the $OPEN Army became part of the company’s public narrative • Innovating on investor relations in a digital market • Weekly velocity and compressed execution cycles • What a public company “second act” looks like internally • The mission behind making homeownership more accessibleThis is a rare inside look at earnings day inside a public company — the people, the pace, the pressure, and the product.If you want more, check out our full interview with Kaz.Kaz Nejatian: https://x.com/nejatian Michael Judd: https://x.com/michaeljudd321 Molly O’Shea: https://x.com/MollySOShea Sourcery: ?https://x.com/sourceryy ??????? ????YouTube: https://youtu.be/IMN9tOz4erY????????• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. http
