What We Periodically Relearn About Rent Control

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Nvidia is discussing backing $250 billion of OpenAI spending, making Nvidia a financial engine of OpenAI’s expansion.
@money· How Money & Economics Work
In 1970s extreme rent control, an empty lot of rubble could be worth more than an existing building.
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Chinese memory-chip maker CXMT rose 466% on its IPO, briefly becoming China’s most valuable listed company.
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Google guaranteed $44 billion in datacenter leases and marked $815 million in expected losses, implying low-teens annual credit losses over 15 years.
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As AI agents become coworkers, personality and irritating behavioral tics become product features, not cosmetic details.
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A company can turn AI market value into tangible economic assets by guaranteeing financing or leases with it.
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A 15% value cut after 20% of construction costs are spent can still make finishing rational.
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San Francisco’s live/work program modestly increased housing supply while relying on loose, easily gamed artist eligibility rules.
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Nvidia’s strategy is not just selling GPUs. It is keeping multiple viable frontier-model companies dependent on Nvidia.
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When property cash flows move together, every additional unit diversifies less, prices fall, and fewer projects clear developers’ return thresholds.
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Deep US capital markets help investors take the opposite side of surging bets. Thin markets let prices outrun fundamentals.
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Rent control lowers future housing supply by shrinking expected returns and raising the hurdle rate for new investment.
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Extrapolating the fastest-growing investment categories puts AI datacenters ahead of residential real estate in the 2030s.
@money· How Money & Economics Work
Google and Nvidia are betting AI infrastructure’s downside will beat market expectations, even though either deal could fail badly.

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