Ep. 16 | Austin as a Quantum City, WFH vs Office and Apple’s New Sock

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Michael Burry’s infamous fund has gone dark after placing a massive short bet against Nvidia and AI—mirroring his original Big Short strategy. Is he blowing up the next bubble?

This week, we track the ripples across commercial real estate, where the office market recovery is strictly a trophy-asset-only affair. Using exclusive data, we reveal how offices must offer genuine autonomy and comfort to overcome the commute, while financial momentum returns with lending hitting a seven-year high.

We also deep-dive into why Austin, Texas, is the nation's fastest-growing Quantum City, and cover shocking news from Barry Sternlicht on replacing asset managers with AI, plus the U.S. Mint's pricey penny problem and the controversial 50-year mortgage proposal.

In this episode, we cover:

💸 The Burry Play — Michael Burry's $500M short bet against Nvidia/AI and his fund's mysterious SEC exit.
🏗 The Great Office Bifurcation — Why trophy assets are soaring, while Class A, B, and C buildings are fighting for survival.
🧠 The Autonomy Gap — Exclusive data on why employees feel more productive at home and how offices must adapt to overcome the commute.
🌆 The Quantum City of Austin — Why Texas is attracting corporate giants and what makes it the fastest-growing U.S. metro.
🤖 AI & CRE Jobs — Real estate billionaire Barry Sternlicht reveals his plan to replace analysts and asset managers with AI.
💰 Lending is Back — Commercial real estate lending momentum hits a seven-year high.
📈 The 50-Year Note — The proposed mortgage plan and its potential impact on housing affordability and interest rates.
😂 Quick Hits — The U.S. Mint stops making the penny (it cost 3 cents to produce) and Apple's $250 iPhone "sock."

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TIMESTAMPS:
00:22 Government and Market Updates
00:48 Michael Burry's Big Short 2.0
01:57 Office Market Trends and Analysis
12:57 Leaseman Data and Work From Home Insights
23:49 Spotlight on Austin, Texas
30:13 Momentum in Commercial Real Estate
30:32 Lending Momentum Hits a Seven-Year High
31:35 Concerns Over Labor Numbers and Inflation
32:42 Liquidity and Market Activity
33:40 REITs and Banks: A New Merger Trend
37:49 Tenant Improvement Allowances Surge
41:15 AI in Real Estate: Barry Sternlicht's Bold Move
44:21 The End of the Penny: A 238-Year Run
47:43 Trump's 50-Year Mortgage Proposal
50:07 Apple's $250 iPhone Pocket: Innovation or Gimmick?
53:06 Kim Kardashian and the Tesla Robot: The Unexpected News
53:37 Conclusion and Recap