Jeff Jarrard

Chief Technology Officer at TAP Real Estate Technologies, Inc. Revolutionizing the world’s largest asset class for the AI Era.

[Jeff Jarrard @_Jeff_Jarrard]

https://t.co/zo59Ys0BsX

[Jeff Jarrard @_Jeff_Jarrard]

@dividendology Bro he takes a big enough position to actually impact the strategy and operation and management of the company. Your average Joe will not get those same returns by copying his portfolio in hindsight.

[Jeff Jarrard @_Jeff_Jarrard]

@DividendMil As of yesterday no options on the market for $SPCX

[Alex Finn @AlexFinn]

Sam Bankman-Fried is the greatest investor of all time

Cursor just got bought by SpaceX today. SBF invested $200k into Cursor in 2022

He also invested in:
2021- Anthropic: $500M → ~$75B
2022- Robinhood: $648M → ~$5B
2022- Genesis Digital: ~$1.15B → ~$3B
2022- SpaceX exposure: ~$100M → ~$10B

That means if he weren't in jail today and still owned all this equity, he'd be worth ~$100 billion

But because he got a greedy and put customer funds into crypto, he had to divest from all those positions at cost

He'd be top 20 richest people in the world. Now he's just trying not to drop the bar of soap

[Jeff Jarrard @_Jeff_Jarrard]

Sharing a weekly update I'm putting together on the trends in Proptech, AI and RE Tokenization - this sector is blowing up!

Weekly Proptech Briefing: Top 5 Things to Know This Week:

- Real Brokerage completes RE/MAX acquisition announcement ($880M deal creates Real REMAX Group — biggest brokerage consolidation in years, signals AI-native platforms are eating legacy franchises)
- Parcl + Polymarket prediction markets are live — PRCL token up 120%, real estate speculation entering mainstream DeFi
- Avoca hits $1B valuation with $125M raise — AI for home services is white-hot.
- Dubai launches Phase 2 of XRPL real estate tokenization — secondary market open, $16B tokenization target by 2033.
- Proptech VC at $16.7B in 2025 (68% YoY growth); AI-native CRE unicorns minting faster than any prior cycle

Key Trends & Strategic Signals for TAP RE Followers:

1. Agentic AI is the new moat. The market is moving from AI-assisted software to AI-native platforms that operate autonomously.
2. Real-world asset tokenization is hitting institutional escape velocity. Dubai's live secondary market and Ripple's $100M+ onboarding confirm that regulated, title-deed-backed tokenization is production-ready.
3. Brokerage consolidation favors platform players. Real + RE/MAX is the biggest signal yet that legacy franchise models can't compete with AI-native platforms on economics.
4. Home services AI is a $1B+ market adjacent to TAP's provider directory. Avoca's unicorn round is a direct validation of AI-powered service coordination.
5. Proptech funding is back — AI-focused startups command 2x the growth rate. AI-centered proptech grew 42% annualized in 2025 vs. 24% for non-AI.
6. Parcl data is becoming a financial primitive. As TAP's API partner, Parcl's prediction market integration opens new product surface area — TAP could build market intelligence dashboards or investor-facing analytics directly from Parcl indices.

https://t.co/S5ceVH71Wk
https://t.co/auUWxkpES0
https://t.co/QeN2QZjxas

[Avoca AI @getavoca]

We’re excited to announce our $125M funding at a $1B valuation, led by @MeritechCapital and @generalcatalyst, with continued support from our Series A lead investors @AmplifyCapital and @kleinerperkins

We're proud to be serving the services economy. These operators run hard businesses on tight margins, and they deserve software that moves at their speed.

So we’re building it.

We're on track to book a billion dollars in jobs for top services businesses like:
- Turnpoint
- Sila Services
- 1-800-GOT-JUNK

[CoinDesk @CoinDesk]

NEW: Morgan Stanley CFO says tokenization is the next major step for its multi-trillion dollar wealth business, as the firm pushes deeper into digital assets

@helenebraunn reports

[Jeff Jarrard @_Jeff_Jarrard]

Good article

https://t.co/2eg2UO8NqI

[Jeff Jarrard @_Jeff_Jarrard]

It’s really beautiful. My new daily terminal, and very green today 😘

[TAP, Inc. @TAPinvest]

TAP, Inc. Launches TAP Terminal - A Unified Financial Platform Designed to Serve an Estimated 300 Million Global Retail Investors
https://t.co/OEESA2L5Nv

[Jeff Jarrard @_Jeff_Jarrard]

As I tell my teenagers, as if they listen, many of the jobs of the last 20 years won’t exist in 5, and the new jobs don’t have titles or even college majors, yet. If you are in the thick of using AI as we are you can see the future emerging faster than the last two major cycles. I was among the first 20 people with the “Data Scientist” job title at Microsoft, 12 years ago, and that job also won’t exist (and it is completely different than it was when it was “sexy”). No doom-pilling and you can ride the wave - a little scary at first but it will be an incredible future if good people take the lead!

[GRITCULT @GRITCULT]

https://t.co/upuqozaLcV

[Jeff Jarrard @_Jeff_Jarrard]

@GrahamCWeaver is 100% right - the gold rush is in the 'use case' layer, coding is first, but 'boring' business value chains (like the $300 Trillion real estate market) are ripe for disruption, re-wiring, and digitization.

[My First Million @myfirstmilpod]

The AI App Layer is a valuation trap, and most AI apps will go to zero.

Billionaire investor @GrahamCWeaver breaks down the four AI zones. Pick wrong and you’re cooked:

1. Infrastructure Layer (SAFE): Chips, data centers, energy - print money as long as the lights stay on.

2. Model Layer (RED): OpenAI, Google, Anthropic - you need billions and success is already priced in.

3. App Layer (DANGER ZONE): High churn, constant attack from LLM updates and customers building it themselves.

4. Use-Case Layer (GOLD): Buy boring operating businesses and use AI to crush the overhead. This has real cash flow + automation.

Stop trying to out-code the giants in the cloud.

Go where the algorithm can’t follow: proprietary data, deep customer relationships, and real-world results.

The ultimate moat isn’t a better prompt; it’s owning the actual customer in the physical world.

@thesamparr @ShaanVP

[Jeff Jarrard @_Jeff_Jarrard]

@cb_doge They need to make the editor less like Microsoft Word on the web and after hours writing you need even more hours formatting for X. Confluence is better at processing and rendering markdown. Please fix @nikitabier - thanks!

[Jeff Jarrard @_Jeff_Jarrard]

@GregHopkins_ @TAP_RealEstate @coxrichard084 We are building one of the first “AI Native technology teams. The progress will have an exponential curve…

[Jeff Jarrard @_Jeff_Jarrard]

Here we go!

[TAP Real Estate Technologies, Inc. @TAP_RealEstate]

TAP Real Estate Welcomes Jeff Jarrard as Chief Technology Officer
https://t.co/6Nr6H1R7cd