Builder and resident @culdesac. Was founding team @opendoor, @baincapital, @mta. Dm for ebike recs

Joined August 2008
829 Photos and videos
Pinned Tweet
The biggest reason we don’t have more walkable neighborhoods is because they are illegal youtu.be/4UAZMEpOKTI?si=O8oQ…
5
4
45
14,632
Neev is a rising star futurist. Watch this space
Jun 11
I spent 24 hours inside America's newest car-free neighborhood, with the man who designed it. @ryanmjohnson It made me realize how broken everywhere else actually is – and how American cities are about to change forever. What I learned is that autonomous cars will reduce the need for the majority of parking. When you remove parking lots and garages from a neighborhood, you free up an enormous amount of land. That land can become courtyards, gardens, restaurants, and shops all within walking distance of every front door. The company that made this town, Culdesac built an entire neighborhood in Tempe, Arizona on this idea. And the result is something that could be the blueprint for how we design our neighborhoods once AVs become fully adopted. The insight is simple: parking doesn't just take up space, it kills the energy of a place. Remove it and you get density, walkability, and community back. Now they're scaling it. More cities, more neighborhoods, a different vision for how Americans live. Most people think walkable cities are a European thing — too old, too dense, impossible to replicate here. Culdesac is proving that's wrong, one neighborhood at a time and giving us insight into how we can develop neighborhoods for AV age. @culdesac
1
1
6
2,472
Waze rated Utrecht as the best city in the world to DRIVE in
What many people discussing this fail to realise is that the Netherlands is one of the best places in the world to cycle and to drive a car.
3
918
AI is going to have a profound impact on real estate.
Today, I’m launching my newco, NavigateAI. We are short hundreds of thousands of skilled workers and we're on a mission to give every field worker an AI copilot, so they can build faster and better when we need it most. navigate.ai/blog/2026-05-26-…
2
6
1,558
AV Ridehail and its second order effects coming out of nowhere for the urbanists
May 20
Today, we share a breakthrough on the planar unit distance problem, a famous open question first posed by Paul Erdős in 1946. For nearly 80 years, mathematicians believed the best possible solutions looked roughly like square grids. An OpenAI model has now disproved that belief, discovering an entirely new family of constructions that performs better. This marks the first time AI has autonomously solved a prominent open problem central to a field of mathematics.
3
4
1,673
Lectric has brought back Juiced. Here’s the new Scrambler
1
552
Micromobility has been in the underhyped part of its cycle
Electric bike and scooter rental startup Lime filed for an IPO, showing growing revenue and an expanding user base bloomberg.com/news/articles/…
2
6
1,492
In 10 years we’ll look at parking garages in the middle of cities the same way we look at data centers now
2
1
7
1,186
Ryan Johnson retweeted
Launching nyc first, but could bring @GLOdotcity to Tempe…
2
1
480
Incredible
Nike's killing it with this ad in SoHo New York City
2
6
1,590
The neighborhood IS the amenity.
The building will have no amenity space. The neighborhood itself is the amenity.
6
92
3,888
Opendoor can choose anywhere on the spectrum of maximizing mortgage margin to using low priced mortgages as a growth engine for the core business. And not only will it help with homes Opendoor owns, but Opendoor can provide mortgages for buyers of other homes. It has structural advantages vs the high cost per click and/or high MLO costs of others.
Opendoor is getting attention for offering mortgage rates that look "below market" and I want to talk about it. This isn't some magic trick. It's actually pretty basic. Here's how we do it: Opendoor mortgage rates aren't marked up. The end. See, when people talk about "market rates" for mortgages, they telling you about the rates they see online from their lender, or from Mortgage News Daily, or some other source. Remember: those rates include 350 basis points of markup on average, based on self-reported data to the Mortgage Bankers Association. 350 basis points is not nothing. As a rough rule of thumb, every 100 basis points markup raises a consumer's mortgage rate by 0.25 percentage points. So, let's all acknowledge that "market rates" in mortgage reflect 350 basis points of markup, which raises a customer's mortgage rate by roughly 0.875. Opendoor changed that. Our mortgage rates are what happens when you take that markup out. It's like what E*TRADE did for stocks. In the 1980s, the market price of a stock was whatever its price was plus whatever your broker charged. It's why every broker had a different price. Today, the price of a stock is the same everywhere. So if Opendoor's mortgage rates look "below market" to you, they're actually not. This is just the first time you're seeing mortgage rates without a massive markup. More here: opendoor.com/articles/why-mo…
11
3,258
I didn’t know what to expect when the Daily Show told us our clip was airing this week. We saw it for the first time live and we never met or knew about Katie. Not surprised she stole the show youtu.be/cu6ozB7mKDQ?si=85OD…
3
4
30
4,953
Watch the Daily Show tonight - Culdesac will be on it
1
20
1,370
Huge if true
Some reflections after returning from a 15 year twitter sabbatical (#82 is a real doozy)
1
2
1,323
You think you’re getting a local news stand. But mostly just more Rafi
1
8
1,541
Valentines Day market at Culdesac
3
1
18
1,215
Check out Nick’s new tool, Drafted. Quickly makes parametric floor plans
It's really cool to see how some of the houses interpolate through the manifold. This is something we want to improve a lot.
1
2
1,336
The good news keeps coming
Proud of what this team has built. And excited to get to keep building the world we wish existed.
3
1,576
Zoox! Now actually available (last vegas visit was effectively not). Super smooth. Slight jerk while stopping. Still much better than a human driver. Zoox is the current top dark horse in the AV Ridehail space. Building their own vehicle added a major obstacle. But the thesis was that ultimately that wins.
2
18
2,030