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Weekly Transmission

Proptech Highlight: Owned Local Services (Transmission #271)

Drew Meyers

03 Nov 2023 • 2 min read

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Looking Back on 2025: Swings that Generated Contact, and Whiffed (Transmission #339)

I'm not sure how to reflect on 2025, other than to say we've seen this before: lawsuits, discount brokerage plays, rough fundraising waters, M&A, and AI upheaval. David Bluhm's 2025 "more of the same" prediction was spot on. Here’s

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Weekly Radar #381/382: Google Won't Kill the Portals, Opendoor opening the doors, team debt due to AI, Proptech Index up 0.29% WoW

In this Weekly Radar (covering two GEM radars), we cover: * Geek Estate will be curating multiple events over the next few weeks between Seattle and San Diego. * Can we all just chill out on the "Google will kill the portals" sentiment? * Opendoor's "can buy homes&

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Looking Forward to 2026: AI Madness Reigns Supreme (Transmission #337)

In 2023, fundamentals mattered again. Profits ruled. Bad unit economics didn’t. 2024 was chaotic—capital pulled back while experimentation ran hot. 2025 was the year AI stopped being optional. Now it’s 2026. The machines didn’t just rise—they moved in. This isn’t adoption. It’s saturation.

22 Dec 2025 16 min read

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