Peter Jansen

ExecVP @ CBRE | Public Institutions & EDU Solutions ($3B+ in deals)
College hoops fan | Perpetual student: design, econ/finance, CRE, piano. Opinions are my own

[Michael | Hypermarkets @itsmichaelluu]

$SPCX crashed right after its IPO to $147.

It's going under $100 first before ripping $1,000+

These 19 SPACE stocks will explode too:

1. $RKLB ~$87
Small-launch and satellite manufacturing filling the gaps Falcon can't serve efficiently.

2. $GILT ~$13
Satellite ground infrastructure scaling alongside enterprise and constellation broadband deployments.

3. $TWST ~$89
Synthetic DNA tools underpinning long-term space biology and life-support research.

4. $OUST ~$44
Digital lidar enabling autonomous docking, landing, and robotic space operations.

5. $ASTS ~$75
Direct-to-phone satellite broadband. Starlink's closest competitor and launch partner.

6. $POET ~$8.50
Photonic optical engines powering high-speed links across satellite and AI networks.

7. $BWXT ~$189
Nuclear propulsion and reactor tech aligned with deep-space and Mars power needs.

8. $SPIR ~$16
Space-based data analytics monetizing a growing orbital sensing constellation.

9. $IONQ ~$45
Quantum compute and quantum-secure comms expanding into orbital and defense applications.

10. $SATL ~$5
High-resolution Earth-observation imagery delivered cheaply through vertically integrated satellites.

11. $KTOS ~$50
Defense drones, propulsion, and satellite ground systems powering national security space.

12. $BKSY ~$25
AI-enabled Earth-observation satellites delivering real-time geospatial intelligence to governments.

13. $AEVA ~$24
FMCW lidar enabling precision sensing for landing, docking, and autonomy.

14. $MTSI ~$390
RF and photonic semiconductors powering satellite antennas and signal processing.

15. $ARQQ ~$20
Quantum-safe encryption securing government and classified orbital networks.

16. $LUNR ~$17.50
NASA lunar landers and cislunar infrastructure anchoring the emerging Moon economy.

17. $RDDT ~$193
Social data licensed for AI training adjacent to the Musk ecosystem.

18. $VIAV ~$47
Optical networking and test components critical for satellite ground-station upgrades.

19. $ACHR ~$5
eVTOL air-mobility networks integrating with low-latency satellite infrastructure.

♻️ RESHARE this post and write 1 comment, I'll share my favorite play for you! I called it out at $2!

[Jon Erlichman @JonErlichman]

Age of each of these countries:

USA: 250 years
Netherlands: 445 years
Sweden: 503 years
Spain: 547 years
Monaco: 729 years
Switzerland: 735 years
Thailand: 788 years
Mongolia: 820 years
Portugal: 883 years
Hungary: 1,026 years
Poland: 1,060 years
Denmark: 1,061 years
England: 1,099 years
Norway: 1,154 years
Russia: 1,164 years
France: 1,183 years
Morocco: 1,238 years
Bulgaria: 1,345 years
China: 2,246 years
Iran: 2,575 years
Japan: 2,685 years
Ethiopia: 3,000 years
Egypt: 5,125 years

[Aakash Gupta @aakashgupta]

Your calendar was full at 21 and empty at 26 for a reason MIT discovered in 1950.

Researchers studied a housing complex called Westgate and found friendship was predicted by one variable above everything else: physical distance between front doors. Students living near stairwells and mailboxes made the most friends. Shared interests, values, personality? All downstream of foot traffic. They named it the propinquity effect.

Researcher Rebecca Adams later distilled friendship formation into three conditions: proximity, repeated unplanned interactions, and settings where people let their guard down. A college campus delivers all three automatically, dozens of hours a week of engineered collisions. Adult life delivers zero by default.

That's the entire mechanism behind days blending together. Your brain registers novelty from unplanned human contact. Remove the collisions and time loses its texture.

The fix is repetition. One dinner party changes nothing. The same gym class, same coffee shop, same pickup game at the same time every week rebuilds the structure school gave you for free. Friendship grows from accumulated accidental contact, so frequency wins.

College handed you a collision machine. Adults who stay social just rebuilt one.

[Pete Mundo @PeteMundo]

Seinfeld episode 2026: Jerry gets tickets courtside and brings George, who decides, with the Knicks down 20 with 10 minutes left, he will leave the game early to beat the rush out of MSG.

As the Knicks mount a comeback he tries to get back into the Garden. He waves his ticket, name drops James Dolan, but nothing works and he ends up getting arrested.

Meantime, Kramer sneaks into the Garden and helps Mike Brown draw up the game winning play.

[Peter Jansen @peterdjansen]

I had to take a moment and grieve the loss of Grant Wahl again today as I searched to see what he might be saying about the upcoming World Cup. I so enjoyed his writing over the years and had forgotten he passed. RIP

[KyleMatthewsCEO @kylematthewsceo]

I'll say something that shouldn't be controversial but somehow is. People need to dress better at work.

I don't care what your company's dress code allows. If you're not already running the place, from a "professionalism" standpoint you should be dressing at minimum a level or two above your title. That's something I've believed from day one and it's never steered me wrong.

If your office is casual, put on a business shirt and slacks. If it says business casual, treat it like business, because the word "casual" is not an invitation to look like you don't care. How you show up visually is one of the first signals you send about how seriously you take your career, and everyone notices, whether you realize it or not, especially your bosses.

I've watched this play out for over 20 years in commercial real estate. The people who move up consistently look like they already belong at the next level, and that's not a coincidence. Decision makers at companies love to see people who take their job seriously.

Short of your boss literally telling you to stop dressing more professional than required, you should put on your "game jersey" as often as possible.

Dress casual and you will work casual.

And I know someone's going to say "what about tech,” but most people reading this are not working at a Silicon Valley startup where hoodies are part of the culture. Professional dress is not a requirement when designing addictive apps or trying to make the world a better place ;)

In CRE, or any other finance based industry where a wrong decision can lead to multi-million dollar losses, how you dress increases the probability someone trusts you with that decision.

[Clay Travis @ClayTravis]

Spencer Pratt’s LA mayor ads are incredible.

[KyleMatthewsCEO @kylematthewsceo]

Remote work is the single greatest career killer of our generation. Period.

Every opportunity I ever got, every client I earned, and every deal I was ever awarded came from being in a room with another person, not on a screen.

Careers are built on relationships, and relationships are built in person. That hasn't changed and it never will. The conversations that actually move your career forward don't happen on scheduled Zoom calls. They happen in the hallway, after the meeting, over lunch, and in the moments nobody plans for.

People need to know you personally. They need to see who you are and how you show up every day. That doesn't come through on a video call, and if you're not in the office eventually you become invisible.

If you're under 30 and working remotely, you're trading short-term comfort for long-term irrelevance.

Show up in person, show up early, stay late and you will put yourself in a position to live the life you dream of.

[Palantir @PalantirTech]

Because we get asked a lot.

The Technological Republic, in brief.

1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation.

2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible.

3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public.

4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software.

5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed.

6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost.

7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way.

8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive.

9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret.

10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed.

11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice.

12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin.

13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet.

14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war.

15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia.

16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn.

17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives.

18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within.

19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all.

20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim.

21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful.

22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what?

Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska

https://t.co/8igjazz1On

[Undiscovered History @HistoryUnd]

Tom Brown, a retired engineer, dedicated 25 years to preserving approximately 1,200 apple varieties from extinction.

[John @market_sleuth]

6 Hours. One Friday. "Surely he took up our pain
and bore our suffering, yet we considered him punished by God, stricken by him, and afflicted." Isaiah, 53:4 Tonight I will sit with my daughters at my church & pay homage to God at the Good Friday service for what He did.✝️

[Adam Loewy @LoewyLawFirm]

The City sold voters on a massive transit system at a certain cost.

Voters said yes.

City then scaled it down by 90% AND now estimate it will cost $10 BILLION more.

A business that took money like this would get their ass sued.

Total fraud.

[Josh Lowenthal @joshualowenthal]

What would you do if you knew you only had 10 good years left.

I think about this frequently.

My dad really started losing his edge in his early 40’s and quickly declined from there.

At 33, I constantly think about what are the things I want to accomplish in the next 10 years, what memories do I want to make with my kids, what trips I want to go on with my wife, and what friends are important in my life.

If you had just 10 years left, prime years, before it all started to fall apart what would you do today?

How would you manage your business? Your friends? Your family?

[Peter Jansen @peterdjansen]

@DallasAptGP Awesome project. I have another deal coming up that may interest you

[Peter Jansen @peterdjansen]

@jliemandt @HowardHughesHQ @DavidOReillyHH How can I help? Sites? Development partners?

[Peter Jansen @peterdjansen]

@bobbyfijan Count me in. I have site in Dallas for you

[Barrett Linburg @DallasAptGP]

GOV: We have a housing crisis. Prices are too high.

ME: I agree. Supply is too low.

GOV: So we have a plan. We’re going to subsidize demand.

ME: …What does that mean?

GOV: We’re going to give people money to buy houses.

ME: But there aren't enough houses.

GOV: Right. So we’ll help them bid harder.

ME: If you have 10 people fighting for 1 house, and you give them all cash... the price just goes up.

GOV: Then we’ll give them more cash.

ME: That’s not a solution. That’s inflation.

GOV: It’s "First Time Homebuyer Assistance."

ME: Okay, let’s back up. Why are houses so expensive in the first place?

GOV: Because we made them the perfect investment vehicle.

ME: How?

GOV: First, the 30-year fixed mortgage.

ME: That’s standard, right?

GOV: Only in America. In other countries, rates float. Here, you can lock in a low rate for three decades.

ME: Why would a bank take that risk? If inflation goes up, they lose money.

GOV: Banks don’t take the risk. They sell the loan to us.

ME: To the government?

GOV: To Fannie Mae and Freddie Mac. We guarantee the liquidity.

ME: So the taxpayer subsidizes the risk so I can have cheap leverage?

GOV: Correct.

ME: And then I get to deduct the interest?

GOV: Only on the first $750,000 of debt.

ME: That seems... high.

GOV: It used to be a million. We trimmed it.

ME: But wait. If I rent, can I deduct my rent?

GOV: No.

ME: If I buy a small business, can I deduct the interest on the loan?

GOV: It’s complicated.

ME: But if I buy a giant house, I definitely can?

GOV: Absolutely. We wrote it into the tax code.

ME: So you’re paying me to borrow money to buy a bigger house than I need.

GOV: We’re "incentivizing ownership."

ME: What happens when I sell?

GOV: The Capital Gains Exclusion!

ME: How does that work?

GOV: If you sell a stock for a $500,000 profit, you pay taxes.

ME: Roughly 20%.

GOV: If you sell your house for a $500,000 profit?

ME: What do I pay?

GOV: Zero.

ME: Zero tax?

GOV: As long as you lived there for two years.

ME: So housing is the only asset class where I get subsidized 30-year leverage and tax-free profits?

GOV: Pretty sweet deal, right?

ME: So you turned shelter into a speculative financial asset.

GOV: We call it "Generational Wealth."

ME: Okay, so demand is juiced to the moon. Can we at least build more supply to bring prices down?

GOV: Oh, absolutely not.

ME: Why?

GOV: Zoning.

ME: I own land. Can I build a duplex?

GOV: Illegal. Single-family only.

ME: Can I build a granny flat?

GOV: Only if you provide two parking spots and pass a shadow study.

ME: So you made it illegal to build cheaper housing?

GOV: We protect "Neighborhood Character."

ME: But you spend billions on roads and utilities for the suburbs.

GOV: Infrastructure investment.

ME: So you subsidize the expensive sprawl, but ban the cheap density?

GOV: Now you’re getting it.

ME: This system seems designed to keep prices high.

GOV: It is.

ME: But you started this conversation by saying we have an "Affordability Crisis."

GOV: We do. Prices are too high!

ME: So we should lower them?

GOV: No! We can’t lower prices.

ME: Why not?

GOV: Because then the voters lose their "Generational Wealth."

ME: So we need high prices for the voters... and low prices for the buyers?

GOV: Exactly.

ME: That’s a paradox.

GOV: It’s politics.

ME: So what is your actual plan?

GOV: We’re going to give first-time buyers $25,000.

ME: Okay. I’m a seller. I list my house for $400,000.

GOV: Uh huh.

ME: I know every buyer just got a free $25,000 from the government.

GOV: Right.

ME: What do I do?

GOV: You... keep the price the same?

ME: I raise the price to $425,000.

GOV: You wouldn't.

ME: I absolutely would. The buyer can afford it now.

GOV: But that just transfers the subsidy from the poor buyer to the rich seller!

ME: Econ 101.

GOV: We don’t think that will happen.

ME: Just like you didn’t think $7,500 EV credits would make Ford raise the price of the F-150 Lightning by exactly $7,500?

GOV: That was a coincidence.

ME: You are trapping us in a box.

GOV: It’s not a box.

ME: What is it?

GOV: It’s a Single Family Home with a 2.5% mortgage rate that you can never afford to sell.

ME: ...

GOV: Welcome to the American Dream.

[DAN KOE @thedankoe]

https://t.co/7l7Jef99QZ

[John @market_sleuth]

The greatest moment I can fathom is when I see God for the first time. Nothing I’ve seen, felt, heard or experienced in this life will compare. Nothing. Just like Ezekiel shares in Ezekiel chapter 1 verse 28: “When I saw the glory of the Lord I fell face down, immobile”. 💯

[Seth Bannon @sethbannon]

This is brilliant.

A professor noticed take home assignments coming back suspiciously good. Like McKinsey memos.

So he started cold calling the students asking why they made certain choices in their submissions. They couldn't explain even basic choices! Clear copy/past from LLMs.

So he fought AI with AI -- an oral final exam run by a voice agent and evaluated by a council of LLM graders.

> 36 students examined in 9 days
> ~25 min avg per exam
> $15 total all‑in (≈ $0.42/student)
> Full transcripts, audit trail, and super actionable feedback

This works because you can paste into ChatGPT and copy the output, but you can’t fake coherent, real‑time reasoning about your project when someone keeps drilling.

Interesting that the LLM grading committee actually converged after deliberation and exposed a teaching gap (A/B testing was the weak spot across the class).

Students using AI killed take home exams. Very clever to fight fire with fire and use AI to bring back oral exams. Perhaps not surprising, only 13% of students preferred the AI oral format 😂

Oral exams used to be the gold standard in education but were replaced by more scalable written exams. With AI, oral exams are scalable again. Will be interesting to see how this changes education.