Serious investment thinking that doesn’t take itself too seriously.
Our resident tech gurus look at the impacts of the latest technological developments
A quarterly overview of what publicly-traded real estate companies are saying about technology and innovation in their businesses. Each quarter, some of the largest real estate firms in the world tell us about how they’re using technology in their businesses. And we at Thesis Driven listen,...
Throughout my career analysing real estate markets, I've observed how technological shifts create both disruption and opportunity. Ten years ago, real estate investors urgently...
AI advances fastest when we find unnatural ways of doing things. Magnus Carlsen is widely considered to be the greatest chess player of all time. An obvious prodigy (his...
(We asked AI to roast the CRE industry in 500 words. Sadly, annoyingly, scarily... it is pretty good). Alright, let’s talk about the Institutional Real Estate industry—the only...
DeepSeek’s open source, efficient AI model puts the billions spent to build similar technology in question. DeepSeek r1’s ranking in Chatbot Arena Two headlines this...
Latest foray into 'AI: Bubble or Not?' and it's mostly assuring Cisco the warning parable, a recap Nvidia is actually pretty cheap, when you think about it Capex spending is just...
A few weeks ago, I was arranging a meeting with of his time between London, Dubai and Riyadh, this international man of built environment mystery isn’t well suited to a...
Real Estate and Construction have a reputation as slow to come to the party as far as technology is concerned.
As you know, I’m a techno-optimist. I particularly love AI and have huge hopes that it will dramatically improve our lives. But I am also concerned about its risks, especially:...
Over recent months, colleagues and I have been working on our latest piece of research analysing artificial intelligence use cases for the real estate sector’s environmental transition. What becomes clear at the outset is that there are, and have been, a large number of them. This goes back much further than the hype cycle we have seen play out since the public launch of ChatGPT on 30 November 2023.