Zave Greene

If you aren’t using today’s subsidized tokens to build your own context infrastructure layer as a CEO, leader, or individual, you are in trouble. There has been an explosion in the last week from major companies, Palantir, AWS, and now Microsoft, all circling the same thesis: 1. Own your company IP and context layer. 2. Build an internal application/orchestration layer on top of that context. 3. Decide where your data goes, which models touch it, and how LLMs use it without giving away your “alpha,” as Alex Karp (@PalantirTech) put it. We are quickly moving out of the token subsidy era and into the token scarcity era, term courtesy of @nlw. In plain English: demand for tokens is starting to exceed supply. Frontier labs will be forced toward per-token economics. For context, research from @SemiAnalysis_ found that $200/month plans for ChatGPT and Claude can map to roughly $8k/month of Claude usage and $14k/month of OpenAI usage at API prices. Think about it, that is insane. Basic economics will force labs toward API-based, per-token pricing soon. If capital slows down or the market corrects, which it will at some point, consumers and enterprises will feel it first. That shift is going to expose the companies and individuals who used cheap tokens to build owned context infrastructure. It will also expose the ones who just bought seats, sprayed prompts around the org, and called it transformation. Relevant links/news below:

We want to personally work with 3-5 proactive real estate teams over the next few weeks at @CorridorIQ. Specifically: multifamily owners, operators, asset managers, acquisitions teams, leasing teams, marketing teams, and top brokers who want to understand demand before the market fully sees it. We will: 1. Sit down with your team and understand the properties, markets, deals, or lease-ups you care about 2. Map where renter or buyer demand is likely coming from and why 3. Break that demand down by geography, income, demographic profile, and movement drivers 4. Turn the data into something useful for your workflow: acquisition review, investment thesis support, leasing strategy, or marketing spend 5. Work with you to make sure this leads to real decisions, not another dashboard nobody uses You will: 1. Bring a few properties, markets, or deals you are evaluating 2. Tell us what decision you are trying to make 3. Be willing to pressure-test the data with us Most real estate teams are still making high-stakes decisions with stale reports, broad migration headlines, and scattered spreadsheets. That is not good enough when you are underwriting a deal, planning a lease-up, allocating PPC spend, or deciding where demand is actually coming from. CorridorIQ is building the migration intelligence layer for real estate. If you want a property-specific read on where demand is coming from, who is moving, why they are moving, and how that should affect your next decision, DM me.

On the panel, I shared something I noticed while looking at job postings from some of the fastest-growing companies in the world: Across sales, marketing, HR, and ops, teams increasingly want people who can turn an idea into a product. That is a real shift. Higher education has a huge role to play: give students the tools, judgment, and ownership to build.

Yesterday, I had the chance to deliver a keynote at @UVAMcIntire's Knowledge Continuum hosted by the Center for the Management of IT. I was honored to be included on a student panel moderated by @profrtwright where we broke down how higher education plays a role in preparing students for the workforce in the AI era. This was a tremendous day and huge thank you to everyone who played a role in putting this event together. This week, I am excited to share some highlights from the event including a tremendous keynote from @akorinek on the future of our economy/job market.