Apollo 1o
Commercial warehouse development has seen tremendous growth over the past 5 years.
REITs (Perplexity) manage large amounts of warehouse space large ¬ endless ⇒ billions ft².
E-commerce requires 3x more space than traditional retail 1 million ft² per $1 billion in sales.
Major players occupy 12 billion ft² as of 2025 estimated 13 billion ft² by 2030.
Major players
{
}
Logos belong to the warehouse BigCo's.
Let's examine a major metropolitan area.
A million homes or a thousand warehouses smaller risk pool; actuarially speaking (jargon, sorry).
Kitchen table decision or a board room meeting same day as opposed to next year.
Households need electricity to survive businesses relocate, what happens to their big systems then?
How should you view this?
Commercial warehouses have tremendous roof space with higher churn and default risk.
Household need drives commercial demand not other way around; homes ≈ divisibile ≈ satoshis.
Warehouses large/slow; homes small/nimble 1M nimbleNodes.beats 1K slowGoliaths.every-time.