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Social media bans, AI data centers, and real estate signals—what a week.

Australia’s move to ban social media for teens and why the feed is starting to look like “digital cigarettes,” plus the debate over an age “sweet spot” for social platforms.

We jump to SpaceX’s potential 2026 IPO and why liquidity matters far beyond stocks—impacting commercial real estate and infrastructure capital flows.

We also go deep on AI and data centers: why Norway’s sovereign wealth fund is avoiding the asset class, how hyperscalers hold the leverage, and why the real AI bottleneck isn’t the tech—it’s energy and the power grid. Meanwhile, Brookfield is going the other way with a $20B bet on AI infrastructure.

We wrap with youth sports as a $50B+ business driving hotels and mixed-use development, plus quick hits on San Diego, Fed cuts vs the stuck 10-year, Lever House hitting 100% occupancy, Boston’s JPM branding fight, Disney + OpenAI, social cannabis in Massachusetts, and an Amsterdam detour.

In this episode: social media ban, SpaceX IPO, AI + energy, data centers, youth sports real estate, Fed rates, office recovery, Boston skyline, and more.

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TIMESTAMPS:

04:30 SpaceX IPO Announcement

07:27 Norway's Wealth Fund and Data Centers

11:10 Youth Sports as a Real Estate Driver

14:22 Irvine's Exit from Downtown San Diego

17:46 Fed Rate Cuts and Economic Impact

22:13 Lever House Achieves 100% Occupancy

24:11 JP Morgan's New Deal in Boston

25:03 Boston Skyline Branding Debate

27:02 Norwegian Sovereign Wealth Fund and Data Centers

28:46 Miami's Freedom Park and Experiential Real Estate

31:14 Alcohol Trends and Topgolf's Corporate Shift

32:05 SL Green's Opportunistic Debt Fund

33:09 Disney's Investment in OpenAI

39:44 Amsterdam's Canals and Social Cannabis Legislation