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▶ 7:58 · $OPEN · Opendoor becoming most AI-intensive company outside labs, meme stock enables talent transformation
episode briefing
Joe Lonsdale

How to Use AI in 2026: Opendoor Founder's Advice

2026-02-27 · 3 company · 6 thematic
sentiment
3 bull0 bear0 neu
speakers
jd ross

Founder of Coverage, an AI-enabled insurance and risk management platform. Focuses on helping CFOs and GCs manage risk and save money through expert AI-driven analysis of insurance policies and claims.

quote
“we brought in Cass who's unbelievable as a CEO. Um and he's I think he says it's the most AI pill uh company outside of the AI labs in the country and it's because of this right like you can internally and externally now lean in so hard in…”
—jd ross

episode shorts · 1

How to build with AI in 2026

now playing · $OPEN
$OPEN···bullish· high· posjd ross
Opendoor becoming most AI-intensive company outside labs, meme stock enables talent transformation
New CEO Cass is deploying AI at every level of Opendoor, making it the most AI-pilled company outside AI labs; the meme stock moment attracted top talent that creates real value.
$WITH-COVERAGEbullish· high· posjd ross
AI-native insurance brokerage replacing traditional brokers, targeting $200-400B fee pool with profitable growth
With Coverage replaces insurance brokers with AI-driven risk management, automating data-entry work done by $100-200k employees; already profitable while growing, saving clients 1…
$COGNITIONbullish· mediumjd ross
Bullish on Cognition's elite team of Olympiad winners competing in AI coding agents despite foundational model competition
Cognition's team of 20+ gold medal Olympiad winners in physics/math could build a defensible AI coding agent even as foundational model companies attack the space; only teams with…