Agentic AI Made PropTech Output Cheap. Position Wins.

In a market where anyone can ship faster, durable companies will come from lived insight, workflow access, and better judgment.

GLP-1s and the Hidden Repricing of Real Estate

How healthspan extension quietly alters housing turnover, pricing, and demand

Physical AI Turns Proptech Into an Operating Business

Turning buildings into autonomous machines, not just better spreadsheets

75 Newsletters. 2236 Subscribers. 24 Months. One Decision I’d Make Again.

Thank you to every reader who opened, replied, forwarded, and stayed with me. You made this worth writing.

Anniversary. What I Learned in Two Years of Writing

2025: A Year Through the Looking Glass

Reflections on AI, PropTech, and the Future of Venture Capital

The Real Estate Rails I Predicted in 2018 Are Finally Here.

The Rails Are Finally Shifting in Real Estate​

The Strategic Value of Compute: Why Only Two Nations Can Lead

Reinforces the U.S.–China framing.

The Real Estate Tech Graveyard: Why Most Tools Die and How Yours Can Survive

Halloween Edition, 2025