There’s a nice little surprise in the Preview app. #ios27

I think Opendoor could be a $500 stock in the next 5-7 years. OPEN trades at $4.28 today. Wall Street targets are $2-$20. The architectural-intersection case nobody is pricing: the three-layer tokenization build Kaz Nejatian walked me through at OPEN's Toronto offices, the British Columbia leasehold proof-of-concept that already works at provincial scale, and the four prerequisites — asset-class control, pricing-data depth, vertical integration, operator-class with crypto-native architecture experience — that converge in exactly one publicly-traded operator. This is the applied case study for the framework piece I published earlier today on tokenization as the fourth capital-markets infrastructure transition. The math: at conservative probability calibrations, the asymmetric expected value of the position at $4.28 is 25-35x return from current price, against bounded downside at -100%. Same structural pattern as Carvana from single-digits to $487 (~140x), Shopify from $20 IPO to $1,700 (~85x), Tesla from single-digits to $400 (~200x), NVIDIA from single-digits to $150 (~30x) — what stocks capturing architectural transitions in their industries actually look like. Why I Think OPEN Could Be A $500 Stock [Long OPEN] open.substack.com/pub/eventh…

Designers - how long have you been using Figma, and what was your first design tool? Btw, anyone remember Adobe XD?

Look, if you don’t like the ending of any movie, you can soon just export the file, put it into one of the increasingly high quality open weights video models, and do whatever remix you like. We aren’t all the way there, but we’ll be there soon. Prompts will promptly disrupt Hollywood.

Engineers don't write code. PMs are shipping to production. The design process is dead (there's no time). Marketing can ship their own campaigns. SDRs are being replaced by AI. Everyone's a data scientist now. What a time to be alive.

.@cursor_ai hired the lead engineer product manager on claude code (the only anthropic product i use right now)