In an industry obsessed with next quarters and next exits, the most powerful thing you can do is play the long game. Warren Buffett did that better than anyone.This weekend in Omaha, amid 40,000 people hanging on every word at what’s basically Coachella for capital...
While we were all busy doom-scrolling articles about AI becoming sentient and enslaving humanity, it turns out the more pressing issue is… AI being too nice?OpenAI just rolled back an update to its GPT-4o model because—get this—it was being overly supportive and fake....
The great migration boom we’ve been tracking since 2020 is officially cooling. After years of explosive population shifts driven by remote work, housing affordability, and policy flight, 2024 marked a turning point. The pace is down, the patterns are shifting, and the...
For the past few years, San Francisco has served as the poster child of urban decline. From a 7% population drop to headlines about office vacancies and public safety, the narrative has been clear: the city was in freefall. But like many great cities before it, San...
The U.S.-China trade saga is starting to feel less like strategy and more like a game of telephone—and the markets are trying to make sense of the noise.This morning brought fresh confusion: Beijing flatly denied President Trump’s claim that Chinese leader Xi Jinping...
If you’ve been paying attention to the news lately, it feels like the world is lurching from one surprise to the next — and yet, when I step back and look at the real estate markets, I’m more convinced than ever:Commercial real estate remains one of the best places to...
