Oracle laid off 30,000 people last week. OpenAI raised $122 billion. Neither of these is good news.Let’s start with Oracle.Thirty thousand workers. Gone. That’s roughly 18% of their global workforce, accounting for about $8 billion a year in salaries. Simultaneously,...
Two landmark legal rulings dropped last week. Both will have massive ramifications for years to come.Last Thursday, a Los Angeles jury ruled that Meta and YouTube were negligent for designing addictive features — infinite scrolling, autoplay videos, beauty filters —...
There’s a gap forming in commercial real estate right now. Not a gap in fundamentals. Not a gap in transaction activity. A gap between what the data says and what the sentiment says — and if you’ve been doing this long enough, you know exactly what that gap means.It...
A new Sanders-AOC bill would freeze new data center construction nationwide. Big Tech has $650B riding on 2026. As a developer, I’m watching this closely, and you should be too.Let me be direct: I’m in the data center business. And I am in the business of reading...
The numbers are in, and they don’t lie — though plenty of people will try to spin them.The Census Bureau just dropped metro-level population estimates through June 2025, and the headline is jarring for anyone with capital deployed in America’s biggest urban markets:...
Regulators may be quietly handing banks permission to get back in the game.U.S. bank regulators have proposed easing capital requirements in a move that, if finalized, could materially shift how commercial real estate gets financed. The proposal is under a 90-day...
