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

Future-Proof or Fall Behind

From softball fields to spreadsheets — thinking about my kids, their future, and the realignment already underway.

The AI Ouroboros: How Big Tech Created a Trillion-Dollar Feedback Loop

A look inside the self-reinforcing system shaping the next decade of technology.

The Great Divide in 2025: What Founders Need to Know to Raise Right Now

Venture capital in 2025 is a two-speed machine. If you’re building AI, you’re in the fast lane. If you’re building anything else, you’re stuck waiting for capital to come back around.