E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
All-In with Chamath, Jason, Sacks & Friedberg
Challenges in Commercial Real Estate
This chapter explores the current hurdles in the commercial real estate market, emphasizing the depreciation of the office sector due to changing work habits and resulting financial losses. It highlights the impact on pension funds and regional banks, along with the complexities of financing office deals in a declining market.
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