Arpit Gupta

Arpitrage ↗

AI (Horizontal) · Venture Capital & Startups

• 7. AI: A Normal Technology?↗ 10 Aug 2026
  AI may prove a "normal" transformative technology—reshaping the economy over time but constrained by organizational frictions, data limits, and adoption hurdles—rather than a discontinuous disruption, with historical parallels suggesting both job creation and painful transition periods.
• The Rent Freeze, and a Return to the 1970s 28 Jun 2026
• 6. Signal and Noise 14 Jun 2026
• 5. Finding Needles in Haystacks 5 Apr 2026
• Industrial Policy for Housing Abundance 30 Mar 2026
• 4. The End of Market Intelligence and the Last Analyst 19 Mar 2026
• 3. The Cause of and Solution to all of Life's Problems 23 Feb 2026
• 2. When Your AI is Lying To You 9 Feb 2026
• 1. Three Rules for AI in Finance 2 Feb 2026
• Remote Work's Impact on Productivity 14 Jan 2026
• Can a Transformer “Learn” Economic Relationships? 22 Dec 2025
• Wall Street Investors Enter Single Family Rentals 4 Nov 2024
• Measuring Housing Regulations at Scale 15 Sept 2024
• Property Taxes and Housing Allocation under Financial Constraints 1 Jul 2024
• The Rise of Rapid Regional Rail 26 May 2024
• Contra Strong Towns 18 May 2024
• Unlock a Housing Boom through Depreciation Bonuses 13 Feb 2024
• Why FinTech Failed 30 Jan 2024
• The Bronze Trade Origins of Cities 23 Jan 2024
• The Goods-Services Rotation Theory of Inflation 1 Jan 2024
• Office to Residential Conversions 5 Nov 2023
• Rethinking Public Procurement 15 Sept 2023
• What's Going on with China's Stagnation? 21 Aug 2023
• Correcting the "Europe is Stagnant" Narrative 14 Aug 2023
• Cracks in the Concrete: Banks and the Strain on Commercial Real Estate 22 May 2023
• The Newer Geography of Jobs 7 Feb 2023
• A Harberger Tax on Patents 11 Dec 2022
• Limits of Macroprudential Policy, and Impacts of Healthcare Costs on Small Firms 20 Nov 2022
• Loss for Prediction Markets in the Election 10 Nov 2022
• The State of Remote Working Research 17 Oct 2022

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