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OPENBULLISHCore thesis · 5/5

Opendoor turnaround through aggressive operational restructuring

The CEO argued that Opendoor is executing a successful turnaround by eliminating consulting costs, requiring in-person work, focusing purely on market-making, and using AI to double operating efficiency.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
OPEN: Opendoor turnaround through aggressive operational restructuring · Zortix