Tristan Handy, Co-founder and CEO of dbt Labs, shares his inspiring journey from a data practitioner to leading a billion-dollar tech company. He discusses the transformative power of cloud technology and the birth of dbt as a community-driven tool for data transformation. Key topics include the impact of AI on non-linear growth in technology, the challenges of scaling data solutions, and the ethos of self-reliance in entrepreneurship. Tristan emphasizes the importance of resilience and innovation in navigating the evolving landscape of data analytics.

In this discussion, Josh Hartmann, CEO of NexMetro Communities, reveals the transformative impact of Build-to-Rent (BTR) in real estate. He explores BTR's appeal to renters seeking single-family home lifestyles without the burdens of ownership. Hartmann outlines three BTR categories, emphasizing their benefits, from townhomes to cottage-style units. He also dives into the challenges developers face, including zoning regulations and supply needs, while highlighting how BTR addresses modern demographic shifts and consumer preferences.

Dwarkesh Patel, a prominent figure in discussions on artificial general intelligence, shares insights into the future of AI and its societal impacts. He compares today’s AI revolution to the Industrial Revolution, highlighting its potential to boost productivity and transform economies. The conversation dives into scenario planning for AI’s development, addressing both optimistic and cautionary perspectives. Dwarkesh stresses the need for effective management of public expectations and the importance of preparing for varied outcomes as AI progresses.

Renowned housing expert, John Burns, delves into the economic indicators and risks in the housing market, evolution of outsourced research organizations, economic impact of construction, immigration trends, demographic cohorts, and challenges faced by players in the homebuilding industry.

Professor Andrew Wilson, Professor of Strategy at the US Naval War College, discusses the transformative power of military technology throughout history and its implications for the future. Topics include the impact of technological innovations on warfare, Taiwan's strategic significance, historical parallels, US-China relations amid technological shifts, and China's changing atmosphere and military technological revolutions.

Exploration of the five consistent patterns in technology breakthroughs, discussing waves, democratization, centralization-decentralization, and the 3x multiple. Insights drawn from past innovations to present opportunities. Hosted by Ben and Cardiff, with a focus on historical trends in tech and investing strategies.

The podcast discusses the US dilemma between growth and debt, exploring scenario planning for future outcomes. They compare debt growth in the 1990s and 2008-2023, analyze factors influencing growth like AI, and delve into positive economic scenarios. The conversation highlights the potential impact of stable oil prices, legal immigration rebound, and navigating economic uncertainty with a focus on real estate investments. They explore positive and negative surprises and their implications on the economy and real estate sector.

Ali Wolf, Chief Economist at Zonda, joins Fundrise CEO Ben Miller to discuss the economy's impact on the housing market. They reflect on 2023's positive economic indicators and excess consumer savings. They analyze the current state of the housing industry and the outlook for different markets. They uncover non-obvious aspects of the housing market, such as mortgage rates and structural demand. They explore the rise of built-to-rent housing and its appeal. They discuss the long-term impact of demographic changes on the housing market and express cautious optimism for the future.

The hosts discuss the view that the real estate market has hit bottom and now is a good time to buy with decreasing inflation and the possibility of the Fed cutting rates. They explore the relationship between asset valuation and interest rates, analyze the relationship between recessions, interest rates, and real estate prices, and discuss labor hoarding strategies in the construction and mortgage industries. They also explore hidden subsidies in the market, delays in the market, and potential impacts on real estate prices.

Christina Cacioppo, data security expert, joins Fundrise CEO Ben Miller to discuss strategic insights and Vanta's success in addressing data security compliance. They cover the importance of focusing on problems, leveraging data security for growth, iterating to develop revolutionary products, and board member qualities.