Carta: Offering stock options to your employees does not seem to be something short term enough that 2-3 months of slowed business cycle would impact sales.
Opendoor: Anecdotally, I know of multiple people who have sold houses above listing in my market, others buying at or above market, and realtors doing tours (both virtually and in person). And 35% is a drastic cut.
One theory is that this is reducing operating expenses to not have to raise funds this year.