Los Angeles, 2036
A city built around cars and entertainment could be remade over the next decade by forces now transforming both
375 articles
When Will Spec Office Get Built Again?
Office demand is recovering, but speculative development in most markets remains stubbornly out of reach
Can AI Solve Capex Overruns?
New data from Tailorbird shows why two-thirds of real estate operators blow their capex budgets and where AI could actually help
Deep Dive: Metropolis
How a computer vision startup became America’s largest parking operator and a test case for a new model of venture-backed growth
People Hate Data Centers. Does it Matter?
The backlash against data centers may do little to slow AI, but it could make almost everything else harder to build
Coming Soon: Thesis Driven, the Magazine
We made a print magazine! This October, Thesis Driven arrives in physical form: 72 full-color pages, filled with great
Vertical Integration is the New Hot Thing
Selling software is boring, all the cool companies are doing services now
The 2026 Niche Residential Market Report, by Thesis Driven
Introducing "Firstlook: Niche Residential 2026", a new market report. We're selecting 10-12 operators to feature.
New Workshop: Build Your Investor Deck with Claude
A live one-hour session on turning your investor deck into a reusable Claude workflow you keep
Deep Dive: AppFolio
The rise of agentic AI and recent software releases prompt hard questions about what “openness” really means
Doing Conferences the Right Way: A Tactical Workshop
Get ready for conference season with a 90-minute session on picking shows, prep, on-site execution, and follow-up
Why Realpage Bought Cherre
Realpage is betting that decades of accumulated data can become an AI-era advantage