SF real estate is actually a rly good diversified bet on AGI. housing is one of the last asset prices to deflate due to AI progress, while receiving demand increase from tech salaries.
5:39 AM · Jun 3, 2026 · 3.1K Views
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Minh Nhat Nguyen@menhguin
housing in SF is a function of increasing salaries and bad regulation. housing could already be physically cheaper but aren't, and there is no change coming soon. as an "AI bottleneck" it just kinda works
Minh Nhat Nguyen@menhguin
SF real estate is actually a rly good diversified bet on AGI. housing is one of the last asset prices to deflate due to AI progress, while receiving demand increase from tech salaries.
14hViews 617Likes 5Bookmarks 1