Ep. 11 | $10B PropTech Exit Coming? Plus AI Actress Sparks Hollywood Panic

09/10/2025 49 min Episodio 11
Ep. 11 | $10B PropTech Exit Coming? Plus AI Actress Sparks Hollywood Panic

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Episode Synopsis

🎟️ RSVP for Strata (Oct 16, MIT Kendall Square): https://www.hqo.com/strata-summit-waitlist/

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AI data centers are the new gold rush, billionaires are measuring towers, and Hollywood just cast its first actress who doesn’t technically exist. 
 
Welcome to the future — it’s weird, lucrative, and slightly unhinged.

We get into all the weird, wild ways tech, money, and ego are colliding right now. We talk about the AI-fueled data center craze that might already be overheating, the Big Tower Energy battle between Citadel and JPMorgan, and Tilly Norwood, Hollywood’s first AI actress who’s already getting more attention than most humans.

We also cover today’s hottest trends:

🏢 The AI data center gold rush — why everyone’s racing to build them, who’s getting caught in the liquidity trap, and how the smartest players are turning buildings into dynamic, multipurpose “boxes” that mix office, data, and experience space.


⚖️ Zillow vs. CoStar, a.k.a. real estate’s main event: lawsuits, copyrights, and the eternal question — who really owns that listing photo?


💰 Private capital is flowing back into commercial real estate, but only the patient (and the lucky) will win. Hint: Hines might’ve cracked the cycle.


🏙 Welcome to the era of Big Tower Energy — where billionaires like Ken Griffin and Jamie Dimon battle for skyline supremacy, while Boston gets its own shiny new South Station Tower.


🤖 Meet Tilly Norwood, Hollywood’s first fully AI-generated actress — sparking an identity crisis in the film industry and maybe a SAG-AFTRA meltdown.


🚗 Waymo gets pulled over. Yes, a self-driving car tried to dodge a DUI checkpoint and got a ticket. We’re officially in the “AI vs. cops” era.


🏛 How a U.S. government shutdown could freeze key real estate data — forcing lenders and developers to fly blind (and still pretend they’ve got it under control).


🎰 The casino comeback in New York: Steve Cohen’s $8B Queens project, Vegas energy on the East Coast, and why it’s all about local clout meets global flash.


🎬 Pop culture chaos: The Social Network 2 (because apparently Zuckerberg wasn’t done), McDonald’s Monopoly goes digital, and somewhere between the nostalgia and the nonsense, we’re still lovin’ it.

 
🔗 Links & Resources
 
🎟️ RSVP for Strata (Oct 16, MIT Kendall Square): https://www.hqo.com/strata-summit-waitlist/ 
 
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TIMESTAMPS:
01:18 Instagram Analytics and Viewer Feedback
03:13 Commercial Real Estate Trends
12:14 Residential Real Estate Legal Battles
16:28 CoStar vs. Zillow: The Data Wars
20:40 Private Capital and Market Trends
24:30 Casino Developments and Big Tower Energy
29:00 Big Tower Energy in Boston
29:09 South Station Tower Tour
29:12 Impact on Boston's Skyline
29:18 Tenant Highlights
29:26 South Station Terminal Expansion
30:28 Trendsetting in Real Estate
30:55 PropTech Developments
31:03 MRI's Potential Sale or IPO
33:29 Government Shutdown Effects
36:17 AI's Impact on Entertainment
36:41 AI-Generated Actress Tilly Norwood
42:52 AI and Legal Challenges
43:54 The Social Network Sequel
46:14 McDonald's Monopoly Returns


#CRE #DataCenters #AI #RealEstate #Hines #Zillow #CoStar #PrivateEquity #Blackstone #Brookfield #Citadel #JPMorgan #SteveCohen #UrbanDevelopment #GovernmentShutdown #Economy #Markets #Hollywood #TillyNorwood #Waymo #SocialNetwork2 #McDonalds #TQCIS #HQO

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