There are 2+ billion people under the age of 24 — and from what I can tell they understand the value of ownership over renting better than their parents. This will change every market.

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That seems to be the opposite of what I assume to be true and runs counter to what we see with media and housing, just as examples. Is there something in particular that informs your take other than perhaps Obsidian subscribers? I'm asking because I'm interested in how you came to think this.