Kaz Nejatian took over Opendoor when it was just months away from bankruptcy and set out to rebuild it from the ground up. We discuss why great companies drift away from reality, why truth has to matter more than feelings, and how competent people who don’t believe in the mission quietly destroy an organization. One of the key things I learned in this conversation is that the comfortable lies that sink a company are the same ones that sink a career. Nothing in this conversation should be considered investment advice, financial guidance, or a recommendation to buy or sell any security. Always do your own due diligence or consult with a qualified financial advisor before making investment decisions.