real estate industry
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 2, 2019 by Ben Horowitz · across every show →
Everything said about real estate industry, oldest first
Jan 2, 2019 bullish
Horowitz: Vertical SaaS in traditional industries is now venture-scale
“And then beyond that, you, now it becomes economical and very interesting to build vertical applications for industries. So to build an application that revolutionizes, say, the real estate industry or something like that, Or the construction industry is becom…”
Oct 7, 2025
Nejatian: Real estate friction stems from subscale operators and agency problems
“There's all these frictions that exist because the system everywhere is subscale. One. Two, because there's so many principal agency problems. Right? The second one. And third, because there's so many of these transactions or one-time transactions.”