sophia dew
@sophiadew • 14,509 subscribers
host on @mtslive // sf
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$OPEN reported $883M in Q2 revenue (up 23% QoQ) Right after their earnings call, I sat down with Opendoor's CEO (@CEOKaz), Chief AI Officer (Vu Tran), and Chief Investment Officer (Yang Guo), to discuss the results CEO @CEOKaz 02:25 how the openarmy was rescued them 04:20 what changed from a year ago 06:31 why "The last 50 people we hired were better than the last 50 Anthropic or Meta hired" 09:54 "6,000 homes on $81M of marketing, then 6,000 homes on $5M" 12:44 internal AI use 14:11 "Public companies aren't incentivized to be excellent. They're incentivized to not get noticed" 18:19 why Opendoor doesn't write an annual plan 25:34 the future of the housing market Chief AI Officer Vu Tran 28:44 why he left Meta Superintelligence Labs 30:46 his learning from being a real estate agent 33:59 what you learn working at a lab 35:06 why Opendoor's data is the moat 37:55 what the team shipped 42:57 why a public company CEO is the hardest job Chief Investment Officer Yang Guo 45:30 why he left Opendoor and came back 48:45 how Kaz changed the company culture 52:20 what determines the price of a home 54:48 how model pricing estimates move markets *not investment advice
sophia dew67,655 views • 1 month ago
what happens when you give an agent a wallet? this is the story of clawd.atg.eth
sophia dew87,524 views • 7 months ago
agents buying data and inference could become the first major machine-to-machine market spoke with jesse.base.eth, head of Base, on the next chapter of the agent economy 0:38 - lessons learned building base 3:34 - x402 growth stats 5:35 - how ai uses blockchain 7:07 - individual vs enterprise builders 10:05 - enterprises coming onchain 11:13 - biggest misconception about crypto
sophia dew18,583 views • 1 month ago
AI is increasingly discovering new ways to attack cryptographic algorithms today, I spoke with Ethereum researcher Justin Drake on what this means for the future 0:35 HAWK signature scheme flaw 2:08 security risks 4:13 Ethereum's post-quantum roadmap 7:29 why verification is expensive 11:12 formal verification 11:59 Ethereum in a post-AI world 14:03 attackers vs. defenders 16:32 inside the Ethereum Foundation 18:15 what AI labs should prioritize
sophia dew22,805 views • 1 month ago
celo devrel 2025 wrapped here’s everything our team was up to this year
sophia dew15,631 views • 9 months ago
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