
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
All-In with Chamath, Jason, Sacks & Friedberg
Real Estate Market Dynamics: A Tale of Two Sectors
This chapter explores the contrasting realities of the commercial and residential real estate markets. It highlights the oversupply of office space amid low demand versus the acute housing shortage driven by high demand, while also addressing the financial difficulties faced by multifamily developers. The discussion includes the implications of COVID-19, rising interest rates, and potential government interventions as the industry navigates a precarious landscape.
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