MIKE DROP
Inside Goldman Sachs’ 11th Disruptive Technology Symposium: The AI Winners Won’t Be Who You Think
A first-hand account from Goldman Sachs’ Disruptive Technology Symposium on why the winners of the next decade in AI will be decided by power and distribution, not novelty alone.
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Mike Drop
Proptech Briefing
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Mike Drop
Longer-form commentary on strategy, growth, capital, leadership, governance, investing and the realities of building enterprise value.
Proptech Briefing
A monthly analysis of the investments, technologies, market shifts and strategic implications shaping property and the built environment.
Research
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Five perspectives are live now. More perspectives are added as they’re published.
Proptech Briefing
The Proptech Briefing, July 2026
This edition covers a new Prime Minister and Housing Secretary reaffirming the 1.5 million homes target, Pi Labs’ 100th investment alongside Balfour Beatty’s Fund IV commitment, and why the housing delivery gap keeps widening even as capital keeps flowing.
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Mike Drop
Inside Goldman Sachs’ 11th Disruptive Technology Symposium: The AI Winners Won’t Be Who You Think
A first-hand account from Goldman Sachs’ Disruptive Technology Symposium on why the winners of the next decade in AI will be decided by power and distribution, not novelty alone.
Read on LinkedIn
PROPTECH BRIEFING
The Proptech Briefing, June 2026
This edition covers capital backing the shift toward self-coordinating construction sites, growing political exposure in UK housing policy, and why the market’s real shortage is delivery and confidence rather than technology.
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PROPTECH BRIEFING
The Proptech Briefing, May 2026
This edition covers why trust is becoming scarcer, why operating platforms are winning, and why UK housing still isn’t keeping pace — plus how agentic AI is moving into real built-environment workflows.
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PROPTECH BRIEFING
MIPIM 2026: Where Proptech Meets Capital Reality
A field guide to the technology, capital and infrastructure conversations shaping this year’s MIPIM, and what they mean in practice.
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