Zillow Q2/2020: Red Pill Real Estate
August 10, 2020
You take the blue pill – the story ends, you wake up in your bed and believe whatever you want to believe. You take the
Articles filed under Technology
The Big Yawn: Realtor.com Dips Its Toes In to iBuyer World
July 24, 2020
It appears that Realtor.com has finally made a foray into the most important thing to happen to real estate since the invention of the 30-year
Two Steps Forward, One Step Back: The Story of Innovation in Real Estate
July 20, 2020
It’s been a while, hasn’t it? I apologize to you all, but I’ve been neck-deep in a very important project that’s taken months of my
A Few Thoughts About Rentals
June 25, 2020
This morning, I woke up to not one but two emails about Rental Beast, a new startup that proposes to become the MLS for rentals
Thinking Through Platforms in Real Estate, Part 2: Contenders
June 1, 2020
In Part 1, we looked at what a Platform in real estate might look like, having been inspired by Ben Thompson at Stratechery who talked
Thinking Through Platforms in Real Estate, Part 1: Definitions
May 28, 2020
Ben Thompson at Stratechery is a great read, and he really does get my gears turning. Today’s email/post is particularly interesting as it raises some
Requiem for a Dream: Redfin
May 20, 2020
I hold it true, whate’er befall; I feel it, when I sorrow most; ‘Tis better to have loved and lost Than never to have loved
[VIP] Redfin, Q1/2020: Scared Money and The Big Squeeze
May 12, 2020
According to its own creation mythology, Redfin was born in the dark as it was founded just before the Bubble burst. If any company knows
[VIP] Zillow, Q1/2020: Not Going Back
May 11, 2020
One of my favorite moments in recent earnings calls came when Glenn Kelman, CEO of Redfin, used the phrase “delayed blast fireball” in an actual
