New York’s Commercial Real Estate Market Gets Boost From AI
THE SO WHAT
AI demand giving New York office a lift cuts against the ‘everyone goes remote’ narrative—large AI teams still cluster in dense, talent-rich hubs with strong connectivity and power. If you’re betting on AI as a growth vector, assume some form of physical co-location will remain a competitive advantage for core teams.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationThe dos and don’ts of a team offsite: Candle making, line dancing, no hard booze
Offsites are shifting from boozy reward trips to structured culture and alignment rituals—especially for remote-heavy, high-autonomy teams. Treat them as scarce, expensive operating leverage: design them like product sprints, not company parties.
Tech & InnovationAres' Jacobson Sees Bifurcation in Software Industry
When Ares talks about software bifurcating under AI pressure, the capital markets view is clear: horizontal, undifferentiated tools get repriced, while deep workflow and data moats hold value. If you’re a software operator, your multiple will increasingly track how hard it is for a customer to recreate your product with an LLM and a few engineers.
Tech & InnovationGameStop now generates more revenue from collectibles than video games
GameStop making more from collectibles than games is a clean example of a legacy retailer pivoting into fandom and scarcity as the durable margin pool. If you’re running a distribution business under digital pressure, your upside likely sits in community and collectibles, not the original commodity SKU.
Tech & InnovationHisense’s answer to Samsung’s The Frame is 50% off right now at Amazon
A 65-inch Hisense ‘Frame’ competitor at $997.99—half off—shows how fast premium-looking display hardware is commoditizing. For consumer brands, the defensible layer is shifting to software, content, and ecosystem lock-in, not the panel on the wall.