Can an oversupply of offices create an oversupply of housing? (Generally, no. Occasionally, yes.)
You can change a giant market even if you don't control it.
Airbnb is a housing company. Always has been. Landlords, property managers, and brokers should start paying attention.
Investors will put up with as much as they can for as long as they can.
A letter from FTX's most conservative investor explains why they'll do it again.
In a complex world, success only makes sense after it happens.
A more competitive market means a stronger need for unsustainable incentives and more "dumb" bets by smart investors. Here's how to make the most of it.
I am traveling this week, so no long newsletter. But I wanted to let you know that some of my recent articles are now available in audio format. Instead of reading, you can listen. I am reviving my old podcast and will post all audio versions there. Below are a
Over time, creative destruction becomes faster, less predictable, and harder to contain.
The more new content there is, the more likely we are to consume old content.