$315B Founder on What AI Means for Real Estate Agents

Joe Lonsdale is the co-founder of Palantir (the #1 top-performing stock in the S&P 500) and General Partner at 8VC, where he’s helped shape some of the most influential AI and infrastructure companies of the last two decades.

In this episode of Playmakers, we explore what the rise of AI means for real estate agents, the future of knowledge work, and how autonomous systems—from flying taxis to AI-driven construction—could reshape housing itself.

We also dig into:
– What AI will automate vs. amplify in real estate
– Why the “S-curve” matters more than exponential AI hype
– What agents should be doing right now to pull ahead

This is a rare look inside the mind of someone shaping how AI, work, and power structures will evolve over the next decade.

🎧 Available on YouTube, Apple Podcasts, Spotify, and wherever you get your podcasts.

• (00:00) - Intro
• (02:24) - Chapter: The New Economic Era of AI
• (03:20) - Chapter: Flying Taxis, Autonomous Construction, Tunnels
• (06:08) - Chapter: AI Era vs. Industrial Revolution
• (07:30) - Chapter: When will AI reshape the services labor market?
• (09:20) - Chapter: Will AI progress be exponential or in S-curves?
• (11:08) - Chapter: Man-Machine Symbiosis
• (14:33) - Chapter: Will AI replace real estate agents?
• (15:52) - Chapter: How to prepare for the AI wave
• (17:49) - Chapter: Which industries are adopting AI best?
• (18:56) - Chapter: Joe’s opinion on the demand for jobs
• (20:04) - Chapter: The terrifying risks of AI
• (22:03) - Chapter: Joe’s hot takes
• (25:27) - Chapter: Final thoughts
• (26:11) - Outro