Dror Poleg's Newsletter Archive
Housing Is the New Office
Can an oversupply of offices create an oversupply of housing? (Generally, no. Occasionally, yes.)
Airbnb is WeWork
You can change a giant market even if you don't control it.
Airbnb's Double Disruption
Airbnb is a housing company. Always has been. Landlords, property managers, and brokers should start paying attention.
Kanye Capitalism
Investors will put up with as much as they can for as long as they can.
How To Speak Venture
A letter from FTX's most conservative investor explains why they'll do it again.
Financial Hits and Misses
In a complex world, success only makes sense after it happens.
Reasonable FOMO
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.
Don't read. Listen.
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
Outsourcing Volatility
Over time, creative destruction becomes faster, less predictable, and harder to contain.
The Vader Paradox
The more new content there is, the more likely we are to consume old content.
The Race Between Complexity and Control
A networked world is a less predictable world. There are ways to make it more predictable. But you're not going to like them.
The Ant That Went to Mars
Humanity is becoming an online species. As a result, we'll become crazier than ever. Our survival depends on it.
Still In Praise of Ponzis
The bubble has popped, but pyramid schemes are more important than ever. If you want customers to notice you, you'll have to play along.
Remote Work: Facts and Fiction
Last week, I hosted a live discussion with Stanford University Professor Nick Bloom. Nick has been mapping the evolution of remote work for two decades. An Economics Professor at Stanford University, his research paints a detailed and methodical picture of where and how people are working, how productive they are,
Drops: Zero-China, Elon's Headache, Remote Work, and Generative Content
Quick takes on tweets, articles, and books I've been reading.
The Rise of Synthetic Ideology
Technology was always good at spreading bad ideas. Now, it is starting to produce them directly.
Seeing Through Walls
I am back from vacation and almost done with the Jewish Holidays. I have dozens of notes and ideas to write about over the coming weeks. While I review everything, below are a few quick thoughts and updates. Remote Work: Facts and Fiction Nicholas Bloom has been mapping the evolution
Keeping NYC On Top
In early 2021, I was asked by Scott Rechler and RXR to write down my views on New York City's future. These included my predictions about the impact of remote work, the validity of existing economic theories, and what the city must do to become more attractive. I
Cannibalizing the Dollar
The U.S. should launch a digital currency to compete with the dollar, not to mimic it.
Cars and the Urbanizer's Dilemma
To remain attractive, cities must do things that upset landlords and drivers.
