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