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xadhominemxtoday at 11:56 AM1 replyview on HN

AI consumes about 30% of DRAM wafers. PE owns about .5% of single family homes.


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impossibleforktoday at 12:16 PM

It going to be misleading to look at the fraction and I think it's misleading to only look at PE investors. It's more important to look at the fraction of demand for homes that are on the market.

Investors bought 1/3 of the US homes sold in 2023. This is, I think, quite alarming, especially since a small amount of extra demand can have a large effect on prices.

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