E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
All-In with Chamath, Jason, Sacks & Friedberg
Pretend and Extend: Strategies in Real Estate and Banking
This chapter explores the 'pretend and extend' strategy used by equity holders to negotiate debt payment delays with landlords, adding interest to the principal. It also examines parallels in banking, where institutions retain depreciating assets in hopes of market recovery, balancing aspirations against insolvency risks.
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