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Articles tagged "Disruption"

2 articles

Gen-AI and the Attacker's Advantage in Real Estate Brokerage
substack June 25, 2026

Gen-AI and the Attacker's Advantage in Real Estate Brokerage

Everyone is telling the same story about AI in commercial real estate brokerage: a small team with the right software stack can produce the same market reports and the same deal decks with a fraction of the analysts. That story is a trap. Brokerage labor is already a small, variable cost, so the savings is a one-time gain the majors capture too. The real opening is a better product the incumbents can’t economically build, sold by the people who own the client relationships. Richard Foster and Clayton Christensen explain why, and why the window is open right now.

real estatebrokeragegenerative aidisruption
The $20,000 Truck and the Economics of Abundance
substack February 9, 2026

The $20,000 Truck and the Economics of Abundance

What happens when someone decides to attack every source of friction in an industry built on scarcity?

economicsdisruption

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