This is the time period for OpenDoor to either be a proven business model or a failure. If they survive the next 24 months, their value should be absolutely huge. If they fail, it proves that the business cannot handle periodic downturns.
One thing I don't see in these announcements are extended exercise windows. That would be a basic thing to offer employees, and someone should keep a list of HR/Finance/C-suite people at companies that do or don't do this during this period.