Hosts: Dev Shah & Isabel Torres

In this episode:

• Good morning, this is Pivot Property for Sunday, May 10th, 2026. I'm Dev Shah.

• And I'm Isabel Torres. Today: Zillow's AI bet shows up in the numbers, why customer experience is eating scale, and Built Technologies cuts constructi...

• Let's start with Zillow, because if you're a brokerage or proptech operator, this is the proof point you've been waiting for. Q1 revenue up 18% to $70...

• Right, existing home sales are still bouncing around multi-decade lows. So an 18% revenue lift isn't market tailwind. Rentals grew, mortgage originati...

• The framing from multiple outlets is that Zillow is becoming 'indispensable.' I'd push back slightly. Indispensable to consumers maybe. For agents, th...

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