Core Viewpoint - Eric Jackson believes Opendoor Technologies, Inc. could become the "Amazon of housing," highlighting recent management changes as a key factor for optimism [2][3][4]. Group 1: Bull Case - Major leadership changes, including the appointment of Kaz Nejatian as CEO and the return of co-founders Keith Rabois and Eric Wu to the board, are seen as positive developments for Opendoor [3]. - Jackson argues that Opendoor's business model can lower costs and simplify the home buying and selling process, similar to how Amazon transformed retail [4]. - There is a projection that Opendoor could first dominate the U.S. housing market before expanding internationally [4]. Group 2: Bear Case - A significant concern is the potential for prolonged high interest rates, which could negatively impact Opendoor's business [5]. - Jackson mentions a "risky transition period" due to Rabois' cost-cutting approach, which may lead to a smaller workforce [5]. - Future profitability growth is questioned, particularly how the company will transition from its first EBITDA positive quarter in three years to a sustainable profit model [6].