Buy lots of LAND? OR lots of A.I. SEX ROBOTS? | E:34

Low Level Barbarians (LLB)

All things come back to land. What are the fundamental underpinnings of what is driving land value in the US? How does the evolution of e-commerce affect land. US commercial real estate land fundamentals vs Southeast Asia land fundamentals. Other interesting topics include, the right way to Live Sell, Myth of Palm Oil margins, effects of climate change on land value, the A.I. Sex Robots are taking over, and Grab's new advertising model. All content is for informational purposes of a general nature only, and does not address any circumstances of any particular individual or entity. Do not construe any such information or material as legal, tax, investment, financial, professional or any other advice. Raw Transcript: https://share.descript.com/view/myS0NhrpM9uc Hosts: Alex Le (https://www.linkedin.com/in/alexanderle/), Dave Chang (https://www.linkedin.com/in/davidqchang/) Andrew G ( https://www.linkedin.com/in/andrewgntm/) Joon Chan (https://www.linkedin.com/in/joonchan/) 00:00 Intro 01:49 Is Land The Best Thing You Can Invest In? 04:46 Unpacking Dave's Thesis Around "Land" (Industrial Real Estate - MidWest USA) 07:15 Fundamental Underpinnings To Dave's Thesis 11:04 The Macro Of US Industrial Real Estate 14:13 The Big Vision 19:58 Industrial Distribution Real-Estate Thesis in SEA 20:53 E-commerce/Live Selling Fundamental Drivers to Industrial Real Estate 28:44 Fundamental Underpinnings For SEA 31:00 The Right Way To Live Sell 34:11 China Influencers vs SEA Influences 38:53 How To Approach Live Selling Today 44:32 Myth Of Palm Oil Margins 46:56 Effects Of Climate Change On Land and Immigration 56:29 The Pragmatic Case Of Illegal Immigrants 01:07:23 Apple Vision Pro 01:08:05 A.I. Sex Robots Are The Future 01:11:50 Societal pain point of A.I. Sex Robots 01:14:15 Land or Sex Robots? 01:22:15 Co-Pilot and LLMs 01:26:57 Grab's New Advertising Model 01:34:02 Outro