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Exploring Investment Themes and Opportunities
The speaker discusses two key themes they are currently focusing on – the lack of housing and the price discovery issue between founders and investors. They are exploring investment opportunities related to these themes, with a specific interest in asset classes like affordable housing and the changing labor force. The speaker also mentions challenges with founders and investors agreeing on prices. Additionally, they highlight their interest in investing in startups related to affordable housing, citing an example of a co-founder of Airbnb raising funds to build small prefab houses.