AI is getting cheaper, smarter - and possibly reshaping everything from property to portfolios.

In this episode, hosted by Michelle Martin, we discuss the implications of agentic AI on real estate and what AI commoditisation could shift power towards - platforms, data, or distribution?

Then we look closely at China’s rapid AI deployment and ask if it gives them a lasting edge, or if the US still dominates the core technology stack.

Arun Pai, Associate Partner of Monk’s Hill Ventures shares his views