These are my working notes about real estate investing, community design, [[Scenius|scenius]], economics, and more. Maintaining it makes it easier to accumulate and combine ideas, to answer frequently asked questions, to integrate learnings from long-running asynchronous conversations, and to keep track of my open questions. This site is designed for rabbit-holing. Clicking on a link adds it to a "stack" of notes, and you can scroll right and left through your stack. Try it by clicking on a few note links in a row and then scrolling side-to-side! The complete listing: [[All notes]] --- ## Highlights The notes I'd actually hand you as a way into my thinking — the ones with the most conviction and effort behind them. (Everything else lives in [[All notes]].) - [[AI creates deflationary abundance and inflationary capital demand simultaneously]] — why AI is both massively deflationary and inflationary, and which wins. - [[Should you diversify into real estate in the age of AGI?]] — the real axis isn't dumb-vs-intelligent capital, it's reproducible-vs-scarce. - [[Real interest rates may increase in the next 10 years]] — the case that AI pushes real rates up. - [[The alignment problem is about institutions and AI is actually the solution]] — my hot take that the hard part was never the model. - [[Promotes are incompatible with indefinite hold periods]] — a non-obvious structural truth about real estate finance. - [[The Omar Morales strategy - buy all-cash, return capital, co-own cash flowing property forever]] — a clean, contrarian hold strategy. - [[Develop coliving, exit to cohousing]] — a concrete, numbers-grounded community strategy. - [[Coliving is one big shared house, cohousing is families with adjacent houses]] — the distinction everyone gets wrong. - [[Why cohousing?]] — the core of the thesis. - [[The Neighborhood]] — what I'm building. - [[Meal Matchmaking]] — the unconference mechanic I keep coming back to. </content>