Last week's AI scare trade wiped billions off real estate stocks. Here's what the market misunderstood and what you should actually worry about.
The half-life framing is the right one. It's not a cliff , it's a slow decay. The agents who feel safest are often the ones losing ground fastest because the erosion is invisible until it isn't.
it is indeed like in most relationships…
the market priced in disruption before reading the fine print on what ai actually replaces vs what it demands more of
interesting take Ismail, thanks for your the input!
The half-life framing is the right one. It's not a cliff , it's a slow decay. The agents who feel safest are often the ones losing ground fastest because the erosion is invisible until it isn't.
it is indeed like in most relationships…
the market priced in disruption before reading the fine print on what ai actually replaces vs what it demands more of
interesting take Ismail, thanks for your the input!