Isaac French - Thesis Driven

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

Brad Hargreaves Sep 10, 2026

Thesis Driven Products

Introducing Workshop Bundles

Themed tracks of Thesis Driven workshops at 25% off

Brad Hargreaves Sep 9, 2026

Proptech

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

Brad Hargreaves Sep 8, 2026

Isaac French is the founder of Live Oak Lake and the Experiential Hospitality masterclass and community. He builds, writes, and teaches from his farm in Waco, Texas.

1 article

Hospitality / Short-Term & Flex Rentals

The Micro-Resort Capital Gap

Small, founder-led experiential resorts are achieving high occupancy and premium pricing, but they don’t fit traditional capital models.

Isaac French May 12, 2026