Issue No. 37Week ending Sunday, September 13, 2026434 episodes · 1825 articles
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Matt Russell

Matt Russell appears in 2 full episodes we cover on Invest Like the Best. Below is what each conversation covered, with a key takeaway per article. Every quote in the articles is verbatim and timestamped to the source video.

Invest Like the Best2
2 episodescovered
6 articleswith timestamped quotes
BusinessInvest Like the Best

"The OpEx Was Just Honestly Stupid" — Kaz Nejatian on What He Found Inside Opendoor

In this episode, Kaz Nejatian, CEO of OpenDoor, discusses the company's transformation, clarifying its identity as a market maker focused on velocity and attached services rather than a traditional asset manager. He details the strategic shift from excessive operating expenses to a disciplined, cash-flow-funded approach, driven by a lean engineering team and the pervasive use of AI across the company. Nejatian outlines OpenDoor's ambitious vision to create a simplified "checkout" experience for real estate, bundling essential services to disrupt the fragmented market and better serve the average homeowner.

  • OpenDoor, a company transforming real estate, operates with a surprisingly lean engineering team of fewer than 70 people. This low headcount defies typical tech company scales. Read →
  • OpenDoor operates as a market maker for homes, not an asset manager, prioritizing transaction velocity and attached services over balance sheet growth. Read →
May 10 · 2 articles · Watch ↗
BusinessInvest Like the Best

Cloudflare: Leading Cybersecurity [Business Breakdownes Ep 241]Cloudflare Final

This episode delves into Cloudflare, the cybersecurity giant, exploring its history, business model, and strategic evolution. Matt Russell and guest Sam Eden break down Cloudflare's core web security services, its expansion into corporate 'zero trust' cybersecurity, and its developer platform, including its role in the burgeoning AI inference market. They also cover its financial performance, competitive landscape, and the impact of its recent global outage.

  • Cloudflare has established an unassailable lead in its foundational web security business due to its massive, unique network. Read →
  • Cloudflare shifted from serving small premium customers via product-led growth to targeting large enterprises with direct sales. Read →
  • Software companies operating their own global infrastructure have lower non-GAAP gross margins than typical SaaS firms due to depreciation costs. Read →
  • Cloudflare's 'Act 3' pushes serverless functions (Workers) to the network's edge, attracting developers with a generous free tier. Read →
Feb 8 · 4 articles · Watch ↗
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