[VIP] Zillow, Q4/2019: Turn the Page

In the Q3/2019 writeup, I wrote that Zillow is not experimenting, but trying to pivot with great delicacy:

My take on Q3 is that Zillow is in the midst of a BCG 2x2 Matrix exercise and a delicate point (in a good way) in the transition from Zillow 1.0 to Zillow 2.0. What they're doing is not a test to see if they want to do it at all, but a test kitchen …