Weekly Radar #378: AI-led venture firm, historian + analyst payday, Proptech Index increase of 5.36%
In this Weekly Radar, we cover:
- The Acquired podcast is generating roughly $2.5M per episode. That's what happens when you get millions of people to give something multiple hours of continuous attention (3-5 hour episodes).
- AI-super connector Boardy decided to start a venture fund.
- The GEM Proptech Index increased 5.36% from the previous week.
Geek Estate’s Proptech Getaway, an intimate (founders and C-suite) retreat for the brightest minds in proptech, is back for the 3rd year running…taking place in beautiful Central Oregon at Juniper Preserve April 28-30th, 2026. An exclusive gathering for GEM Diamond members. Are you coming?
New GEM Members
- Cade Madison from Final Offer
- Dan Noma from Easy Street Offers
Latest from Geek Estate Blog:
Drew Meyers
Drew Meyers
Geek Estate Team
As always, links surrounded by the ❇️ emoji indicate exclusive GEM content. If you would like to have access to all links or attend our curated gatherings, please consider GEM Diamond membership.
Transmission Recap:
This week, we took a break for the Thanksgiving weekend. Last week, we dropped the final piece of the Q3 2025 Proptech Earnings Radar. Before that, Maor Greenberg made the argument that AI can drastically cut review cycles, flagging problems before they reach expensive review stages.
BIZ INTEL
PROPTECH INDEX WEEKLY - AS OF 11/28/2025
By: Community Relations
Consisting of 25 stocks, the GEM Proptech Index had a combined market cap of $271.011B, an increase of 5.36% from the previous week.
GEM MEMBER NEWS
- KEVIN SHTOFMAN was a guest on the Tangent Proptech Podcast: Listen.
- Long Realty Company introduced Seller's Edge, a pay-at-close program that helps sellers prepare their home with no upfront cost, powered by Notable. – Max Kuhl and Austin Lane
STARTUPS
AI-LED VENTURE FIRM IS HERE
By: Drew Meyers
AI super connector Boardy "decided" to raise a Venture Fund. If you’re a founder who’s raising, sign up here: http://go.boardy.ai/100founders
An AI-agent starting a fund, and making decisions for investments? It's a wild, wild world!
OUTSIDE OF THE BOX
A HISTORIAN + ANALYST PAYDAY
By: Drew Meyers
Acquired is the best business podcast in existence. You can argue with me on that, but you'd be wrong. A recent Harvard Business Case Selection analyzed the podcast resulting in data shared more broadly on X... the show is generating $2.5 million per episode in sponsorships. That's what happens when you get millions of people to give something multiple hours of continuous attention (3-5 hour episodes).
The "job" of Ben Gilbert and David Rosenthal is to learn as much as physically possible about a given company, then record a 3-5 hour episode to share it all. Expenses have got to be extremely low, other than their time. The margins for the show/company are bonkers. But, like virtually every other successful endeavor, it's not an overnight success. It's taken them 10 years to get here. It's fantastic to see people rewarded for delivering quality, well-researched analysis to the world. Well done.