Dec. 15 at 9:03 PM
$OPEN $OPEN 🚀 Everyone panicking about Google’s real estate test… but let’s be real: this hits
$Z and
$CSGP way harder. Zillow lives off lead gen traffic → Google eats that lunch. CoStar depends on eyeballs → Google siphons them.
Opendoor is DIFFERENT.
$OPEN owns inventory. They’re the last iBuyer standing. Google doesn’t want to hold homes — they just want eyeballs. That means
$OPEN could actually be a partner, feeding homes directly into Google’s carousel.
Add in Kaz’s “AI-first” push + Lucas Matheson’s fintech/crypto DNA starting 12/22… you’ve got a setup where
$OPEN can leverage Google’s distribution instead of fighting it.
TL;DR: Google vs Zillow = war. Google + Opendoor = potential synergy. Don’t lump
$OPEN in with the portals. This isn’t as bad for them — it might even be bullish. 🏠⚡
