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Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models

The Compound and Friends

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Navigating AI and Real Estate Economics

This chapter explores the current challenges in commercial real estate, particularly investment gating during downturns, while linking it to rapid advancements in artificial intelligence. It highlights significant capital expenditures by tech companies on AI infrastructure and the growing demand for AI jobs, emphasizing the shift in market dynamics. The discussion further contrasts closed and open-source AI models, underscoring their impact on the industry and the implications for future technological growth.

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