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Keith Rabois @rabois
Keith maxim to founders: If you are competing w an inferior (structurally) competitor, never lower pricing. Charg… https://t.co/YZdB0t2iD9 — PolitiTweet.org
Keith Rabois @rabois
@friedmandave @vkhosla it is all posted in our seed deck:) — PolitiTweet.org
Keith Rabois @rabois
@AlexBromage @zebulgar not accidentally:) — PolitiTweet.org
Keith Rabois @rabois
@AlexBromage correct. cc @zebulgar — PolitiTweet.org
Keith Rabois @rabois
@thomasrice_au @GrumpyMillenni1 @BasicResearch2 @_inpractise we intentionally rejected the idea of using AVM in 2013 for that exact reason. — PolitiTweet.org
Keith Rabois @rabois
Lesson from @vkhosla: If you are going to compete on the basis of data science, you need a world class data scient… https://t.co/HrPMyqu4pF — PolitiTweet.org
Keith Rabois @rabois
I don’t agree w/ everything in this article but it is thoughtful & well-researched: https://t.co/9wXlHz70Nl — PolitiTweet.org
Los Angeles Times @latimes
Zillow, OpenDoor and similar companies pledge a fast, hassle-free way to sell or buy a home. Are they raising home… https://t.co/iEKFNWAqaZ
Keith Rabois @rabois
@michaelrwolfe @agazdecki That is my rule. Works for me. — PolitiTweet.org
Keith Rabois @rabois
@DanielleMorrill One click buy and sell is the future. They can’t do either. — PolitiTweet.org
Keith Rabois @rabois
@DanielleMorrill The world is moving to transactions in real estate digitally, just like with every other good. Th… https://t.co/7dzjLzTJkz — PolitiTweet.org
Keith Rabois @rabois
@michaelrwolfe @agazdecki That actually makes tons of logical sense. — PolitiTweet.org
Keith Rabois @rabois
@DanielleMorrill See my metaphor to Google/Yahoo. — PolitiTweet.org
Keith Rabois @rabois
@_inpractise Profitable on the business of buying & selling homes. The stock expenses are neither cash flow impact… https://t.co/6d7Cz4wD1I — PolitiTweet.org
Keith Rabois @rabois
@_inpractise Slight typo, should rad Q2. But absolutely accurate. — PolitiTweet.org
Keith Rabois @rabois
@ExitMultiple @rvivek @Chris_Smth i was a securities lawyer. — PolitiTweet.org
Keith Rabois @rabois
@rvivek @Chris_Smth and my conviction that Zillow will have even greater losses than they admit and hence they decl… https://t.co/rhZvjCJZPS — PolitiTweet.org
Keith Rabois @rabois
@rvivek @Chris_Smth also our projections for Q3 were released a quarter ago. hitting those alone w make us 2-3x more valuable than Zillow. — PolitiTweet.org
Keith Rabois @rabois
@rvivek @Chris_Smth If you read our SPAC filings we explained how our algorithms actually work vs Zillow’s which ar… https://t.co/pMIt5yas4a — PolitiTweet.org
Keith Rabois @rabois
@rvivek @Chris_Smth the appropriate comp for Opendoor is Carvana, eventually people will admit that. Don’t need ma… https://t.co/ok5jN63Lxb — PolitiTweet.org
Keith Rabois @rabois
@rvivek @Chris_Smth yes. — PolitiTweet.org
Keith Rabois @rabois
@jcobbz7 @justindross read our seed deck. — PolitiTweet.org
Keith Rabois @rabois
@GrumpyMillenni1 @_inpractise @thomasrice_au SG&A in managing homes has almost no material stock option cost. — PolitiTweet.org
Keith Rabois @rabois
@jcobbz7 @justindross a reasonable fraction of KVs gains for example… — PolitiTweet.org
Keith Rabois @rabois
@GrumpyMillenni1 @_inpractise @thomasrice_au profitable on selling homes has nothing to do w costs of stock for emp… https://t.co/tZKlurxprJ — PolitiTweet.org
Keith Rabois @rabois
@GrumpyMillenni1 @kevin39124716 @_inpractise @thomasrice_au it was true in Q3. Buying & selling homes was absolute… https://t.co/i5UCb8zgiz — PolitiTweet.org
Keith Rabois @rabois
@jcobbz7 @justindross I own effectively much more than this would suggest. — PolitiTweet.org
Keith Rabois @rabois
@jcobbz7 @justindross Can’t buy w insider information. Unfortunately, I don’t control when KV distributes shares to me. — PolitiTweet.org
Keith Rabois @rabois
@jcobbz7 @justindross Should be $100 B company. — PolitiTweet.org
Keith Rabois @rabois
@Chris_Smth Next Wed :) — PolitiTweet.org
Keith Rabois @rabois
@GrumpyMillenni1 @_inpractise @thomasrice_au Why do you think we profit and they don’t? — PolitiTweet.org
