Housing Supply

topic on 4 shows · 4 statements across 4 episodes

the Knowledge Project My First Million WTF is with Nikhil Kamath All-In

4 statements about Housing Supply, every show

Housing affordability requires supply reform, not demand subsidies
“So I think the solution, like we do have an affordability crisis, no question, but the solution is not to induce demand because if you induce demand, What happens? You have the same fixed amount of properties. You're just making prices go up. So the solution i…”
Sheel Mohnot Nov 26, 2025 ▶ 7:46 Ideas That Sound Illegal (But Print Money Anyway)
WTF Assertion Supported
Sharma: US annual home construction matches 1950s levels despite 50% population growth
“The number of new homes that America builds today is the same as a year, is the same as it was in the 19 fifties and sixties. Even though the population is 50% higher.”
Ruchir Sharma Sep 3, 2025 ▶ 50:29 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
ALL-IN Assertion Supported
Calacanis: China has 50 million excess homes capable of housing 150 million
“China has fifty million homes ahead of schedule. They have fifty million additional supply that can house a hundred fifty million people.”
Jason Calacanis Feb 9, 2024 ▶ 1:23:37 E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
KNOWLEDGE PROJECT Assertion Supported
Collison: Tokyo kept housing costs stable through minimal supply restrictions
“Tokyo has over the last couple of decades, been an improbable, well, not especially improbable, but has been such an enormous economic success story. And, you know, you had the boom and the bust and the supposed stagnation of Japan in the kind of early ninetie…”
Patrick Collison May 2, 2018 ▶ 1:41:54 #32 Patrick Collison: Earning Your Stripes

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