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Brendan Wallace
Fifth Wall
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
what generative and agentic AI did to it in 24 months
“The VC model is broken”
his window for building AI-native companies. about his business window, not a market call
“opportunity exists for the next 36 months, and then it very well may go away”
Nasdaq since this was said: ▲ +4.8% · 24,877 → 26,082 · as of 2026-09-10
Follow Brendan Wallace
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