Does anyone have strong views about the potential for either of these two companies to become the “Amazon of Real Estate”? StreetEasy seems to be executing in a methodical way and engineers who work there seem to have high confidence in the company. Compass has a dream team in terms of engineering and capital raising, but has had some missteps on technical and management challenges. If you were going to work at one, and invest in one, which would you pick?
Do you think the current state of technology is like that because the engineers are doing bad work? Or because of bad culture / neglect? Do you feel this is at all shifting with the new engineering management (I heard the new CTO was head of AI at MSFT)
May 23, 2019 1