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Podcast

Ep. 8 | Brookfield’s $1T Bet: AI Factories, Real Estate & Driverless Cars

September 16, 2025

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One of the biggest names in commercial real estate, Brookfield, just held its Investor Day — and we break it all down. With over $1 trillion in assets under management (AUM) and a 19% annualized return over 30 years, Brookfield is declaring the return-to-office debate officially over.

We dig into their Super Core, Core Plus, and Value-Add real estate strategies, 15M square feet of leasing with 11% rent growth, and why Brookfield is investing billions in AI data centers — calling them the new railroads.

Plus, we cover today’s hottest trends:

🚕 Tesla RoboTaxi App climbs into the Top 10 in the App Store and Waymo driverless cars navigate busy LA streets.
🌆 What autonomous vehicles and drone delivery mean for the future of cities and talent attraction.
🎤 All-In Summit 2025 recap: Eric Schmidt (ex-Google), Kathy Wood (ARK Invest), Ari Emanuel, Triple H (WWE), YouTube’s CEO, and California Forever’s plan to create 40,000 jobs and a hub for advanced manufacturing + AI.
📈 Kathy Wood’s forecast: up to 17% GDP growth with AI, robotics, 3D printing, and biotech convergence.
🚁 Zipline drones cutting maternal mortality 51% in Rwanda.
🪖 Alex Karp (Palantir) on Western values, courage, and geopolitics.
🪙 Crypto and blockchain investing — the next wave of retail investment rails.
🏢 Hasbro HQ relocation to Boston and what it means for CRE taxes.
📉 CPI/PPI cooling and what September interest rate cuts could mean for capital markets.
🍎 Apple Event 2025 takeaways — are AirPods with live translation enough innovation?
🤖 The first AI-generated K-Pop idol lands a $50M deal.
🃏 Pokémon cards as a 3,800% ROI investment opportunity.

🎟️ RSVP for Strata (Oct 16, MIT Kendall Square).