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

This episode of 20VC features Harry Stebbings, Jason Lemkin, and Rory O'Driscoll, along with Kaz, the new CEO of OpenDoor, in his first interview. The discussion covers Kaz's move from Shopify to OpenDoor, his vision for the company, and his compensation structure. The panel also analyzes OpenAI's relationship with Microsoft and its new deal with Oracle, including the financial implications and market reactions. Additionally, they explore the current state of the venture landscape, focusing on AI applications like Higgs Field and Replit, the challenges of market forecasting, and the dynamics between incumbents and startups, and the recent IPOs. The episode concludes with a quick-fire round of predictions on Adobe and OpenDoor's stock performance.