Brendan Wallace, co-founder of proptech VC firm Fifth Wall, explains how autonomous vehicles will disrupt specific real estate and infrastructure assets like airport parking.
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“No one's going to park a car at an airport probably in 10 years, or very few people will.”
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More from Brendan Wallace
Opinion
Wallace: Left to their own devices, corporate VCs make terrible decisions
“While they have all this potential left to their own devices, corporates will make terrible decisions.”
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PredictionNot checkable as stated
Real estate valuations will react to AVs well before mass adoption
“Even though the mass adoption might not happen for a long time now, I think the impact on real estate could happen on a much more accelerated basis.”
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Opinion
VTS holds a virtual monopoly in office leasing management software
“Literally this company has basically a monopoly on this category.”
Brendan WallaceMay 3, 2017▶ 28:4820VC: How LPs Can Add Strategic Value To Portfolio Companies & Why Real Estate Is On Every Whiteboard In Silicon Valley with Brendan Wallace, Co-Founder @ Fifth Wall
Insight
Digitally native brands inevitably hit an online customer acquisition cost wall
“But what they all seem to face is this dynamic where they grow to a certain point. And at a certain point, whether it's five million dollars or ten million dollars or twenty million dollars, they hit this asymptote. And at that asymptote, the cost of acquiring…”
Brendan WallaceMay 6, 2019▶ 8:5520VC: Why Consumer Brands Must Embrace Physical Retail To Avoid Inflated Online CACs, How To Alter Fund Strategy When Investing In Consumer Retail & Why The Era of The 1,000 Store Brand Is Over with Brendan Wallace, Founder and Managing Partner @ Fifth Wa
PredictionNot checkable as stated
The era of the 1,000-store retail brand is permanently over
“The era of the thousand store brand is over, and I just don't think it's coming back.”
Brendan WallaceMay 6, 2019▶ 13:2320VC: Why Consumer Brands Must Embrace Physical Retail To Avoid Inflated Online CACs, How To Alter Fund Strategy When Investing In Consumer Retail & Why The Era of The 1,000 Store Brand Is Over with Brendan Wallace, Founder and Managing Partner @ Fifth Wa
PredictionHeld up
Consumer retail brands will not achieve $10 billion software-style exits
“What I don't think you'll see is the ten billion dollar exits that typically you see in true software, both enterprise and consumer software businesses, and like we look for out of our real estate technology fund,”
Brendan WallaceMay 6, 2019▶ 19:0820VC: Why Consumer Brands Must Embrace Physical Retail To Avoid Inflated Online CACs, How To Alter Fund Strategy When Investing In Consumer Retail & Why The Era of The 1,000 Store Brand Is Over with Brendan Wallace, Founder and Managing Partner @ Fifth Wa
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