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

Open Door is priced in the public market for its potential. It's an incredibly fair price for the potential. Look, I think the bull case for open door is obscene. Just uh just obscene. Like it is hard to exaggerate how big this company can be. I'm no one's idea of a professional manager. We're going to create alpha. I think corporate executives should basically only get paid in options. We're gonna launch things that won't work, but we're gonna start fucking launching things. This is 20 VC with me, Harry Stebbings. It is my favorite show of the week, Jason Lamkin, Rory O'Driscoll, and we have the hottest CEO in town, Open Doors new CEO, Kaz, who just joined from Shopify. He joins For his first ever interview as CEO of Open Door, he did this show when he was just 24 hours into the seat. On top of that, we talk about OpenAI's relationship with Microsoft, their new deal with Oracle, we talk about the IPOs that happened last week, the busiest week of IPOs this year, and so much more.

But before we dive into the show today, let's talk about agents. Specifically Piper, the AI SDR agent, brought to you by Qualified. The Agentic Marketing Era has arrived, and if you're a B2B marketing leader looking to scale a pipeline generation, Piper, the AI SDR agent, wow, it is here to help. Piper is the number one AI SDR agent on the market, according to G2, and hundreds of companies. Like Box, Asana, and Brax have hired Piper to autonomously grow inbound pipeline. Fucking sign me up. Anyway, qualified customers see massive business impact with Piper. Three at his increase in meetings booked, and two at his increase in pipeline. Wow, that is some results. Hire Piper, the number one AI SDR agent, and grow your pipeline. Today, learn more at qualified.com slash twenty VC. That's qualified.com slash twenty VC with the 20 VC spelt out in letters for goodness sake. And while Piper builds your pipeline, HubSpot gives your business the AI tools to scale faster. Think about listening to this podcast right now. You're probably multitasking and catching 70 million

Maybe eighty percent of it. How d How dare you, this voice is so captivating. Now flip that and imagine catching only 20%. That'd be pretty crazy, right? Yet most businesses only use 20% of their data. All the important details in cool logs and emails in chats, they're just left floating in digital space. Well, HubSport gives you access to those insights to help you grow your business. business because when you know more, you grow more. Visit hubspot.com to get the full picture today. HubSpot keeps your CRM humming and when you layer in AI, Nexos takes it to a whole new level. Who's the biggest AI threat to your business? It might be your own employees. They use unsanctioned AI tools and personal accounts for work tasks and feed company data to places honestly it just shouldn't go. Well, this is what we call shadow AI, and it could cost you millions. IBM found that 97% of organizations reported an AI security breach that's in 2025 alone. As a CTO, a COVID, CIO or ahead of AI, that's a mistake you just can't afford. Nexus.ai fixes it with an all in one secure AI platform. Nexus.ai stops shadow AI in its tracks, so it's a unified platform for secure,

We already have this episode, so unlocking it is cheap and permanent: the full transcript (84 minutes, 17,777 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 10 episodes for $5, and monthly plans are cheaper still.