Real estate will be made post-scarce by AI (land growth via AI)

Real estate will be made post-scarce by AI (land growth via AI) | I think land has got to be made post scarce and AI will help us make real estate post scarce.

I think land has got to be made post scarce and AI will help us make real estate post scarce.

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
  "mode": "ASPIRATION",
  "role": "Host",
  "caveats": "Financial interest disclosed",
  "context": "I think land has got to be made post scarce and AI will help us make real estate post scarce",
  "verbatim": "I think land has got to be made post scarce and AI will help us make real estate post scarce.",
  "conv_cues": "has got to be",
  "direction": "HAPPEN",
  "timeframe": "Future",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Robotaxi network achieves >5% of vehicle-miles in any top-10 US metro",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2027-08-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Independent traffic-data study (INRIX, StreetLight, MTA, or city DOT) measures autonomous-vehicle vehicle-miles-traveled exceeding 5% of total in a top-10 US metro for one quarter"
    },
    {
      "kind": "llm_pre_event",
      "label": "Major US homebuilder announces robot-built construction line",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.4,
      "expected_date": "2027-09-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Top-10 US homebuilder (D.R. Horton, Lennar, Pulte, NVR) issues press release or 10-K disclosure of automated/robotic home construction at scale (>100 units/year target)"
    },
    {
      "kind": "llm_post_event",
      "label": "US median single-family home price drops year-over-year for first time in non-recession",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.3,
      "expected_date": "2028-03-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-06-30",
        "from": "2027-01-01"
      },
      "measurement_criterion": "Case-Shiller National Home Price Index posts negative YoY for 2 consecutive q
... (truncated)