No mention of open weights anywhere in the piece, which is weird. Qwen, Llama, DeepSeek are months behind frontier, not years. If you're a European startup worried about getting cut off from Anthropic's API in 2027, the real question is what the open-weight frontier looks like then. Probably pretty capable. That undercuts most of the doom scenario.
Also, he concedes Mythos-level capabilities will be cheap next year, then handwaves it with "you need the best AI, not good-enough AI." For most use cases, frontier minus six months is fine.
Are you hiring? I currently work at a large organization that administers govt contracts including the health marketplaces, so I have some insight into this stuff.
Hey, really appreciate your interest! Funny enough, I’ve actually been thinking about expanding the platform to cover other types of real estate.
The biggest difference with hotels is that they operate more like businesses—you’re dealing with things like daily rates, fluctuating occupancy, and a lot more operational complexity. That makes the valuation process very performance-driven and dynamic.
With something like multi-family or storage, it’s more about stable leases, consistent rental income, and lower day-to-day volatility. The underwriting approach shifts accordingly—less focus on real-time performance, more on long-term cash flow and cap rates.
I’d love to hear more about what you’re working on or what you’d want to see in a tool like this. Sounds like we’re thinking in a similar direction.
I'm working on Valuate! An AI powered hotel acquisition underwriting platform. I'm currently iterating based off of feedback I've been collecting from brokers and hotel investors.
I'm also available for other work/projects. I'm a full stack developer with a decade of experience working in government tech and real estate. Feel free to reach out!
Also, he concedes Mythos-level capabilities will be cheap next year, then handwaves it with "you need the best AI, not good-enough AI." For most use cases, frontier minus six months is fine.