Howard Weiss

Founder @Offmarketx
Using AI to detect, source, and engage off-market CRE acquisition

[Howard Weiss @_howardweiss]

Data-center deals are being priced on one big assumption: power stays scarce for a long time.

That may be the real underwriting risk.

@SpaceX is talking about solar-powered compute in orbit, outside the terrestrial grid, with early deployments targeted from late 2027. It still has to solve launch cost, cooling, radiation, bandwidth, and replacement cycles. Earth will keep the edge where latency and data gravity matter.

But a 20-year basis is a different bet. You are not only underwriting demand. You are underwriting how long today's power constraint holds.

Orbital compute does not need to replace terrestrial data centers to move values. It only needs to take enough marginal demand to change what scarcity is worth.

[Howard Weiss @_howardweiss]

https://t.co/To8TPcBBBB

[Howard Weiss @_howardweiss]

We all get the same text: "Do you know anyone who can finance this?" You can search names all night. Or start with the actual deal, find who still fits, and ask both sides before the introduction. That is the part Lemonana handles.

[Howard Weiss @_howardweiss]

https://t.co/sDYw5EqnVx

[Howard Weiss @_howardweiss]

We all get the same text: "Do you know anyone who can finance this?" You check your phone. One person changed firms. One is out of the market. One might fit, but you have not spoken in a year. Lemonana starts with the actual deal, finds who still fits, and asks both sides before the intro. What is sitting in your inbox right now?

[Howard Weiss @_howardweiss]

@FrancisSuarez

[Howard Weiss @_howardweiss]

Traditional networking platforms give you names and titles.

CRE needs a better answer: exactly who fits the deal I am working on now?

Lemonana understands roles, needs, capabilities, markets, and reputation. It finds the person who fits the objective, and checks why the connection matters to both sides.

That is the shift from collecting contacts to building a network that works.

Built for CRE. Both sides approve first.

Bring us the objective at https://t.co/lgWzXMahzO

[Howard Weiss @_howardweiss]

Living forever + AI = what a life :)

[Tim Draper @TimDraper]

Back in April, I wrote about one of our newer portfolio companies, HexemBio, and their idea that reframed aging for me: people don’t die of old age, they die of aging blood. As blood stem cells decline, immunity weakens and disease follows.

We invested because they rejuvenate a patient’s own cells instead of reprogramming them.

Now they’re unveiling a three-generation product line off of their core technology. The transplant therapy program, an injectable, and a skin and wound product.

That’s all that you can hope for when you back foundational science. You invest in one massive idea that turns into several products that can change the face of healthcare, because the underlying insight is so strong.

Congratulations to Gabriel Levesque Tremblay and team. We’re looking forward to what’s coming next!

[Josh Elman @joshelman]

https://t.co/8zuACcwHGR

[Howard Weiss @_howardweiss]

@PalmerLuckey https://t.co/AEA8dbTiGm

[Howard Weiss @_howardweiss]

@ianwong_ Looks great besides for internal business intelligence can it execute growth/scale plans?

[Howard Weiss @_howardweiss]

@kevinrose @noahrshinn Agreed.

[David Senra @davidsenra]

Restaurateur Jeff Zalaznick says when he first got to Miami, he realized it would be “the biggest opportunity I’d ever seen.”

“Try to move a tree in New York. Your grandchildren will still be trying to move the tree. You want to move a tree in Miami, they move it the next day if you're doing something great.”

“That's why Miami exploded the way it did.”

“What was amazing to me was that the entire city, everyone you'd meet, everyone was working towards the same goal which was basically: we've been waiting. We have the best city in America. We've been waiting for people like you to show up and do your thing here.”

“We're ready to not only have restaurants that are in nightclubs.”

[Howard Weiss @_howardweiss]

@saranormous @colossusmag @mvernal @pranavreddy @igarciacamargo @conviction Congrats!

[Howard Weiss @_howardweiss]

@Bouazizalex Makes so much sense. This is also the future of business networking.

[Howard Weiss @_howardweiss]

@bchesky Absolutely, so much friction needs to be removed from markets to unlock liquidity.

[sourcery @sourceryy]

.@rabois shares his best lesson from the PayPal Mafia:

“You don’t want to be the best in the world at what you do, you want to be the only one.”

“Find your comparative advantage in life and then double and triple down on it.”

[Amanda Orson @amandaorson]

The faster technology moves, the more I think about Bezos' question

What won't change in the next 10 years?

Things I've been writing down over time:

- Humans will always need shelter, food, energy, and healthcare.
- The desire for ownership and the accumulation of wealth.
- The physical world will move more slowly than the digital one.
- Every increase in technological capability, especially AI, will require more energy.
- People and businesses will continue to need access to capital.
- Capital will continue to seek returns that exceed inflation.
- Underwriting methods evolve, but demand for credit (loans) is persistent.
- Trust remains scarce and becomes increasingly valuable as content, code, and fraud become cheaper.
- Verified identities and reputation becomes more important as information becomes abundant and synthetic.
- Long-term wealth creation and dynastic (multi-generational) thinking predate modern technology, and will persist.
- Coordination and transaction costs never fully disappear; market friction will continue to justify the existence of firms and intermediaries.
- People will continue to compete for status.
- Consumers will pay a premium for products and services that confer status.
- Time remains fixed at 24 hours per day.
- But attention is a finite resource and an enduring constraint.
- Products that credibly save time (or enable delegation) have a perpetual market.
- Inaccessible, proprietary data will be a persistent moat. The more inaccessible and difficult to aggregate, the deeper the moat.
- People want accountability, recourse, and clearly identifiable responsibility when things go wrong.
- Regulation consistently lags technological innovation.
- Compliance requirements, licensing, and regulatory moats persist even when machines can perform the underlying task.
- Local knowledge remains valuable and difficult to replicate.
- Heterogeneous markets (like real estate) continue to reward people with deep contextual understanding.
- Incumbent organizations tend to underinvest in disrupting their own businesses, which always creates opportunities for challengers.

Bezos' insight on what wouldn't change in 10 years was "Customers will always want lower prices and faster delivery."

It's boring/ true, but I think that's the point.

Everything we build today can and will be rebuilt more cheaply, faster by someone else.

Build on the invariants, not the trends.

What have I missed?