Housing

topic on 13 shows · 22 statements across 20 episodes

Acquired the Pitch American Optimist the Knowledge Project Masters of Scale BigDeal the Neon Show the Paul Morris Podcast the Startup Ideas Podcast WTF is with Nikhil Kamath the a16z Podcast All-In 20VC

22 statements about Housing, every show

ALL-IN Assertion Partly supported
Friedberg: Housing, college, and healthcare inflation significantly outpaced average 2.5% inflation
“The average rate of inflation in the last 30 years has been two and a half percent, but housing's gone up by at least five percent a year on average compounding, education over six percent, healthcare five and a half percent.”
David Friedberg Aug 12, 2026 ▶ 48:11 Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
Morris: AI will disrupt office real estate but never housing
“AI is disrupting office real estate, but AI cannot and will never disrupt the fundamental need for housing.”
Paul Mark Morris Jun 15, 2026 ▶ 18:29 URGENT SHIFT: Digital Wealth is Dying and Real Estate Holds the Key!
BIGDEAL Opinion
Gladwell: Housing crisis stems from not building and blocking market forces
“Oh, we're just not building enough of it. You know, for a million stupid reasons, and we've let existing homeowners close the door to potential homeowners. We treat landlords like enemies. We think the rules of the marketplace don't apply when it comes to hous…”
Malcolm Gladwell May 21, 2026 ▶ 1:02:58 How to Be More Successful Than 99% of People | Malcolm Gladwell
ALL-IN Assertion Contradicted
Hilton: 70% of CEQA lawsuits are used to block housing
“70% of CEQA lawsuits are used to block housing.”
Steve Hilton Apr 29, 2026 ▶ 31:43 CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
ALL-IN Assertion Partly supported
Mahan: Silicon Valley created eight jobs for every home built over 20 years
“Over the last 20 years, this incredible economy here, Engine of innovation for our country and really the world has created about eight jobs for every one new home we've built.”
Matt Mahan Mar 23, 2026 ▶ 25:33 How Matt Mahan Thinks He Can Save California
WTF Opinion
Palihapitiya: Fixing student debt and housing shortages would eliminate rising youth socialism
“I suspect that at the core root of socialism are those two very specific things, and if we fix those two things, I suspect most of the people Would say, you know what? The system works for me. And then what's left over are the fringe people that will always wa…”
Chamath Palihapitiya Mar 2, 2026 ▶ 1:01:20 Pain, Power & The Game Nobody Wins | Chamath Palihapitiya x Nikhil Kamath | People by WTF · Nikhil Kamath
Housel: Restrictive Zoning and Underbuilding Entirely Cause the Housing Affordability Crisis
“That virtually all of the reason that housing is so unaffordable is because we don't build enough, and the reason we don't build enough is zoning.”
Morgan Housel Jan 20, 2026 ▶ 25:53 Morgan Housel: Wealth is What You Have Minus What You Want
KNOWLEDGE PROJECT Assertion Supported
Housel: Tokyo Maintains Affordable Housing Through Continuous High-Volume Construction
“Tokyo, gigantic city. Bigger than the city you and I are in right now in New York. Very affordable housing, relatively. Because they build. They build and build and build and build.”
Morgan Housel Jan 20, 2026 ▶ 26:12 Morgan Housel: Wealth is What You Have Minus What You Want
a16z Assertion Partly supported
Krishna: Housing represents 20% of US GDP and a $5 trillion market
“Housing is so important to the economy. It's 20% of the GDP, right? Five trillion dollar market.”
Varun Krishna Nov 12, 2025 ▶ 23:19 Rocket Companies CEO: Here’s How to Fix the Housing Crisis
a16z Insight
Stoyanov: Healthcare and housing share nearly identical administrative operational structures
“So they kind of feel very, very different, but from admin organizational operations perspective We, we've barely been surprised by anything by transitioning to healthcare.”
Tony Stoyanov Aug 21, 2025 ▶ 32:53 Can AI Fix Housing and Healthcare Affordability?
AMERICAN OPTIMIST Assertion Contradicted
Hilton: 70% of CEQA Lawsuits Are Filed to Block Housing
“70% of lawsuits under CEQA are used to block housing.”
Steve Hilton Jun 19, 2025 ▶ 39:10 Why California is Collapsing From Within · Joe Lonsdale
THE PITCH Assertion Not checkable as stated
Samaritan users completing monthly check-ins are likely to exit to housing
“We see that beacon holders who complete those one-on-ones are likely to exit to housing, employment.”
Jonathan Kumar Mar 3, 2025 ▶ 6:10 #63 Can A Startup Solve Homelessness?
20VC Assertion Supported
Kanji: UK housing shortage driven by 30-year lack of water reservoir construction
“One of the biggest impediments to housing in the United Kingdom, and housing is a big deal in the United Kingdom, we don't have enough houses, is we did not build reservoirs 30 years ago.”
Hussein Kanji Jan 20, 2025 ▶ 1:00:17 Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248 · 20VC with Harry Stebbings
ALL-IN Opinion
Friedberg: Federal government intervention drives inflation in healthcare, education, and housing
“My opinion is much of the inflation in health care costs arises from the federal government's role. In the same way that the federal government has a role in student loans that has driven up the cost of education, and the federal government has a role in provi…”
David Friedberg Jan 19, 2025 ▶ 22:56 Ted Cruz: Trump's First Week, Texas vs. California, Immigration, DOGE, Greenland
BIGDEAL Opinion
Israetel: Government regulation is the sole reason for expensive housing
“There's actually only one reason housing is expensive. Pure regulation.”
Dr. Mike Israetel Nov 13, 2024 ▶ 1:24:53 THIS One Thing All Fit People Know — | Mike Israetel
MASTERS OF SCALE Prediction Not checkable as stated
Clark: Innovation and business will solve education, housing, and healthcare challenges
“Educational opportunities for more people, housing for more people, healthcare for more people, that's going to be solved through innovation and technology and business, right?”
Suzanne Clark Apr 26, 2024 ▶ 22:20 How optimism fuels the economy (U.S. Chamber of Commerce CEO Suzanne Clark) | Masters of Scale
STARTUP IDEAS Disclosure
Hamed: CoVenture focuses on housing shortages and founder-investor price discovery
“So the two main themes that we've been spending time on are one, you know, the lack of housing and two, the price discovery between founders and investors.”
Ali Hamed Mar 25, 2024 ▶ 1:09 I asked a $2B investment genius for his best startup ideas (and it was genius)
a16z Assertion Partly supported
Andreessen: Tech has had the least impact on healthcare, education, and housing
“If you look at kind of all the economic statistics by sector, healthcare, education, housing are basically increasing you know, in terms of cost, you know, at a much faster rate than the, than all the others. And they're the sectors where the tech industry has…”
Marc Andreessen Feb 6, 2023 ▶ 10:05 Disrupting the World's Largest Asset Class with Adam Neumann
ACQUIRED Assertion Supported
Boyle: VC has funded healthcare far more than education and housing
“Education and housing are, you know, two areas that I think venture capital hasn't touched as much as say healthcare. Like if you look at like the last 10 years, digital health has just grown tremendously and we have, you know, we have a separate bio and healt…”
Katherine Boyle Jun 6, 2022 ▶ 9:40 American Dynamism (with Katherine Boyle) · Acquired
ACQUIRED Opinion
Boyle: Healthcare, housing, and education costs rose because tech hasn't touched them
“Everything has come down the cost curve, like televisions are less expensive, everything is less expensive in consumer land, except for healthcare, except for housing, and except for education. And it's really because technology has not touched those sectors, …”
Katherine Boyle Jun 6, 2022 ▶ 21:21 American Dynamism (with Katherine Boyle) · Acquired
Tom Wolf: Housing the homeless without treatment leaves addiction and mental illness unresolved
“You can build all the housing and get everybody off the street housed, but if you're struggling with addiction or mental illness, you're just housed with drug addiction and mental illness.”
Tom Wolf Mar 24, 2022 ▶ 23:07 Free Housing Won't Solve the Homeless Crisis. Here's What Will. · Joe Lonsdale
NEON SHOW Assertion Supported
Powai Lake Ventures backed Ola, Housing.com, Toppr, and Fynd
“Gagan there used to run Pawai Lake Ventures, which was like this, you know, network of founder angels from IIT Bombay who were reinvesting in founders that graduated from IIT Bombay. And that really worked. They ended up backing, you know, Ola, Housing, Topper…”
Kushal Bhagia Nov 1, 2021 ▶ 3:03 ​@firstcheque7252 CEO on Early Stage Investing and investments from founders ft. Kushal Bhagia

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