Serious investment thinking that doesn’t take itself too seriously.
Our resident tech gurus look at the impacts of the latest technological developments
As the world watched Apple attempt to chart its AI future at WWDC in June, a more consequential development for its near-term business brewed 3,000 miles east. In Washington D.C., a district court judge mulled whether to cut off the annual, multi-billion dollar payments Google sends Apple for...
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...
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:...