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  1. Sourcery with Molly O'Shea59 min

    Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian

    Kaz Nejatian, Molly O'Shea, Tobi Lütke, Keith Rabois, Max Weber

    CEO Kaz has fundamentally restructured OpenDoor by slashing external spending, enforcing a return to in-office work, and automating property assessments with AI to shift the company from a legacy real estate model to a high-efficiency technical entity. Operating with a $1 annual salary and an intensely hands-on board, Kaz is prioritizing long-term execution over short-term stock performance while replacing standard management with Y Combinator founders to instill a rigorous "founder mentality." This aggressive turnaround aims to stabilize the balance sheet and revolutionize the broken housing market, accepting significant short-term attrition to build a sustainable, high-alpha business.

  2. Sourcery with Molly O'Shea58 min

    How Vise Became a Unicorn With Just 40 Employees

    Samir Vasavada, Molly O'Shea, Runik Mehrotra, Keith Rabois

    Vize, founded by Samir Khandwala, has transitioned its strategy to target large enterprise Registered Investment Advisors while scaling to $15 billion in assets with a streamlined team of 41 employees. The company utilizes a proprietary technology platform to deliver hyper-personalized portfolio management and daily tax-loss harvesting, positioning itself to capture value from the projected growth of the $2 trillion enterprise RIA market toward $10 trillion. By pivoting away from traditional hiring models to a high-agency culture and focusing on democratizing access to alternative assets, Vize aims to become the world's largest technology-powered asset manager.

  3. All-In Podcast1h 28m

    Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC

    Trump, Keith Rabois, Jacob Helberg, Jason, Friedberg, TheZachEffect, Ferguson, Khan, Benedictevans, Chamath Palihapitiya

    Hosts Keith Raboy, Jason Calacanis, and Chamath Palihapitiya analyze the appointment of Jacob Sachs as a top economic advisor, arguing that wealthy entrepreneurs will deploy "founder mode" thinking to dismantle bureaucratic inefficiencies and export US economic philosophy. The discussion contrasts this political shift with major technological milestones, including Google's Willow quantum breakthrough that threatens RSA encryption and Apple's strategic internalization of AI infrastructure amid concerns over organizational decay. Concurrently, the panel evaluates the bipartisan mandate for TikTok's divestment to mitigate national security threats, alongside a recovering venture capital market driven by optimism for AI, crypto regulation, and tariff-based industrial policies.