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Reddit Posts

r/investingSee Post

On what time scale will Waymo's success affect Alphabet's earnings

r/wallstreetbetsSee Post

Food price regulation

r/wallstreetbetsSee Post

Spotted in SF

r/wallstreetbetsSee Post

07 comments by Janet Yellen as president of SF Fed right before the financial crash. Does this sound familiar?

r/stocksSee Post

Grandfather left me a Stock certificate. Need direction.

r/wallstreetbetsSee Post

Cybertruck in the wild

r/smallstreetbetsSee Post

American Battery Materials Acquires Substantial Mining Claims to Increase Domestic Production of Lithium

r/pennystocksSee Post

Bright Mountain Media, Inc’s Wholly Owned Subsidiary, Wild Sky Media, Announces Deal With Taboola.Com Ltd. (TBLA) A Global Leader In Powering Recommendations For The Open Web

r/stocksSee Post

Driverless ride sharing and Tesla

r/wallstreetbetsSee Post

SF Fed baseline forecast suggests that yoy shelter inflation will continue to slow through late 2024 and may even turn negative.

r/optionsSee Post

The Volatility Drain

r/optionsSee Post

Geometric vs Arithmetic Mean In The Wild

r/wallstreetbetsSee Post

Twilio TWLO good to short?

r/investingSee Post

Can’t Afford Home in our Area

r/smallstreetbetsSee Post

The Global Tin Market Supports Positive Price Outlook

r/pennystocksSee Post

The Global Tin Market Supports Positive Price Outlook

r/wallstreetbetsSee Post

Let’s go Ccl to 35$ help me afford an SF tent

r/stocksSee Post

Paramount Group REIT (PGRE) Thoughts??? Work from home and high-interest rates effects

r/wallstreetbetsSee Post

$ZM calls cannot go tits up

r/wallstreetbetsSee Post

Best vehicle for shorting SF commercial real-estate?

r/wallstreetbetsSee Post

SF police have arrested a fellow technology executive and associate of Bob Lee in connection with the April 4 stabbing of the CasApp founder

r/investingSee Post

How to manage your 401k? I needed some diversification tips.

r/wallstreetbetsSee Post

SF commercial real estate: Office vacancy 28% (CBRE). Rents have fallen 15% (JLL)

r/wallstreetbetsSee Post

BlackStone's Woes and the upcoming CRE issues

r/wallstreetbetsSee Post

What is About to Happen

r/WallStreetbetsELITESee Post

SF Fed's Daly backs more tightening; too early to discuss March meeting specifics

r/WallStreetbetsELITESee Post

Fed needs to tighten more as disinflation is far from certain, SF Fed's Daly says

r/wallstreetbetsSee Post

Office Real Estate BK’s

r/stocksSee Post

Is QQQ a better investment than SF Bay Area SFHs?

r/investingSee Post

What’s the better investment play: real estate or stock market

r/optionsSee Post

Looking for Tax accountant in SF BayArea or remote in US who has experience with options, LEAPS

r/wallstreetbetsSee Post

It takes longer than you think, why the market won't bottom until Q1 2025

r/wallstreetbetsSee Post

Stifel Financial Q4 earnings miss reflects wretched Institutional Group results (NYSE:SF)

r/WallStreetbetsELITESee Post

Stifel Financial Q4 earnings miss reflects wretched Institutional Group results (NYSE:SF)

r/weedstocksSee Post

$100K of goods stolen from SF dispensary; video shows ‘professional criminals’ breaking in

r/wallstreetbetsSee Post

Commercial Real Estate Play

r/pennystocksSee Post

Ferrari is celebrating 2023 with a NFT Giveaway of 900 NFTs with the release of the new Ferrari SF90 Model.

r/wallstreetbetsSee Post

Looking for not-investment-advice for van-liver in SF and 200k a year tech job

r/wallstreetbetsSee Post

Would you trade real estate derivatives if you could?

r/investingSee Post

Unpopular Opinion: Owning your home not necessary a better financial decision than renting a similar property.

r/WallStreetbetsELITESee Post

$IOT Samsara play

r/wallstreetbetsSee Post

Paycom Software Calls $PAYC - NOV.1 Earnings Call

r/pennystocksSee Post

The Very Good Food Company (NASDAQ: VGFC) (TSXV: VERY) (FSE: OSI) To Present At Two Conferences

r/ShortsqueezeSee Post

Just here to say that saw someone post about $BDSX and i’m glad he did.

r/SPACsSee Post

Deal Announcement at TechCrunch Disrupt for OnlyFans? $VYGG is Team is Heavy SF and TC Audience.

r/wallstreetbetsSee Post

Alright which of you dudes did I spot driving in SF this weekend?

r/wallstreetbetsSee Post

Alright which of you dudes did I spot driving in SF this weekend?

r/investingSee Post

Uncertain whether to hold cash or invest?

r/WallStreetbetsELITESee Post

Toys R Us will return to downtown SF — inside the Union Square Macy’s

r/wallstreetbetsSee Post

2022 BEST PLAYS. FROM QQQ CALLS TO P*RN

r/investingSee Post

Is Commercial Real Estate a Systemic Risk?

r/wallstreetbetsSee Post

anyone know a REIT that has heavy exposure to SF commercial real estate?

r/pennystocksSee Post

DD: Stock Analysis: Vivakor (NASDAQ: $VIVK)

r/wallstreetbetsSee Post

Short Term Housing Crash and the Human Response

r/wallstreetbetsSee Post

Help a poor bro who has 5000 PUT on a bankrupting company

r/wallstreetbetsSee Post

Quick Macro Overview - the Fed is Lying to You

r/wallstreetbetsSee Post

CGR Issues Report on Best Bets for Sports Gambling Boom ($DKNG, $WNRS, $PENN, $CZR, $MGM) - Digital Journal

r/wallstreetbetsSee Post

CGR Issues Report on Best Bets for Sports Gambling Boom ($DKNG, $WNRS, $PENN, $CZR, $MGM) - Digital Journal

r/wallstreetbetsSee Post

CGR Issues Report on Best Bets for Sports Gambling Boom ($DKNG, $WNRS, $PENN, $CZR, $MGM) - Digital Journal

r/SPACsSee Post

I scraped r/SPACs for the top ticker mentions in the last 24H. Here are the results (Saturday April 02, 2022)

r/wallstreetbetsSee Post

The Playlist for Rocket Ape the Movie.

r/wallstreetbetsSee Post

Rocket Ape-A WSB Movie. The Playlist.

r/wallstreetbetsSee Post

Rocket Ape-A r/WSB Movie; The Playlist

r/ShortsqueezeSee Post

Keep eyes on $MULN this week

r/wallstreetbetsSee Post

We the people and fate and fate as we know it

r/wallstreetbetsSee Post

We the people would like to be free. The fate as we know it

r/wallstreetbetsSee Post

China Oct smartphone shipments up 30.6% y/y, likely driven by iPhone

r/wallstreetbetsSee Post

China Oct smartphone shipments up 30.6% y/y, likely driven by iPhone

r/wallstreetbetsSee Post

Market Perspective: Recent Trends & Thoughts for the End of Year

r/wallstreetbetsSee Post

Market Perspective: Recent Trends & Thoughts for the End of Year

r/wallstreetbetsSee Post

Why Peter Szulczewski & ContextLogic Inc. Team Will Be Able To Execute (Why I'm Bullish On CONTEXT LOGIC)

r/wallstreetbetsSee Post

Why Peter Szulczewski & ContextLogic Inc. Team Will Be Able To Execute (Why I'm Bullish On CONTEXT LOGIC)

r/wallstreetbetsSee Post

Why Peter Szulczewski & ContextLogic Inc. Team Will Be Able To Execute (Why I'm Bullish On CONTEXT LOGIC)

r/wallstreetbetsSee Post

GanjaBerry bullcase, GLASF & GHBWF

r/wallstreetbetsSee Post

PRTA Stock (Prothena Biotech) set to make double digit % gains!

r/StockMarketSee Post

Here's Your Daily Market Brief For October 28th

r/stocksSee Post

INTC down 12% today. No new information. GPU release date is still Q1 2022. IF successful the P/E much better than Nvidia/AMD

r/weedstocksSee Post

Major Illegal Marijuana Grow Bust In Alameda County; 100,000 Plants, $10 Million In Cash Seized

r/wallstreetbetsSee Post

How Zillow, Redfin and Opendoor manipulate the single family residential/house market

r/pennystocksSee Post

SG Blocks ($SGBX), no short squeeze, just a MASSIVE undervalued company trading at ~0.75x its 2021 forecasted revenue

r/wallstreetbetsSee Post

Why it may be time for an SDC bed shitter (the good kind)

r/wallstreetbetsSee Post

Why it may be time for an SDC bed shitter (the good kind)

r/wallstreetbetsSee Post

Why it may be time for SDC to have a bedshitter week or so (the good kind)

r/wallstreetbetsSee Post

A Long Term Hold in IronNet? $IRNT

r/wallstreetbetsSee Post

IRNT Stock Running In Pre Market

r/wallstreetbetsSee Post

IRNT Gamma Squeeze Set Up

r/SPACsSee Post

Update: $IRNT imminent gamma squeeze

r/investingSee Post

Best ETF to park 10% of downpayment?

r/StockMarketSee Post

$IRNT: Gamma Squeeze Has Happened, Tuesday will be explosive

r/wallstreetbetsSee Post

IronNet Cyber Security Gamma Squeeze Set Up

r/wallstreetbetsSee Post

IRNT Gamma Squeeze Set Up

r/wallstreetbetsSee Post

$IRNT - IronNet Cyber Security - an actual gamma squeeze candidate?

r/WallStreetbetsELITESee Post

$IRNT - IronNet Cyber Security, potentially extraordinary market dynamics at play, the hole in the liquidity rulebook, the mother of all gamma squeezes (MOAGS)

r/wallstreetbetsOGsSee Post

$IRNT - IronNet Cyber Security - an actual gamma squeeze candidate?

r/smallstreetbetsSee Post

$IRNT - IronNet Cyber Security, potentially extraordinary market dynamics at play, the hole in the liquidity rulebook

r/wallstreetbetsSee Post

MTN - Vail Resorts + Caldor Fire

r/wallstreetbetsSee Post

Green thumb up on LCID! Jonny Lieberman from Motortrend driven the Lucid Air Dream from LA to SF under one charge and still had more left! His full report tomorrow, August 25th!

r/wallstreetbetsSee Post

Feel good story

r/wallstreetbetsSee Post

$SKLZ. Cathy wood's favorite. 20% SF. Let push it

r/wallstreetbetsSee Post

“If you continue to purchase assets, the reaction primarily is in pricing, not so much in employment,” the Boston Fed president said. “I don't think asset purchases are having the desired impact on really promoting employment.”

Mentions

I first saw them in Phoenix this year and they also operate in LA, Austin and SF I think. But people rather bet on TSLA's experimental shit than invest in the thing that's already up and running

Mentions:#SF#TSLA

The distance between London and Paris is 283 miles. The distance between San Jose and SF/Oakland is roughly 50 miles. It’s not long enough to warrant a direct line and driving even without traffic is going to take an hour. Flying direct between SJ-SF-OAK makes more sense and does cut down credible time for those that value their time. This is why Archer started in the SF Bay Area. Does the flying taxi model work everywhere? Maybe not as much in Europe where everything is more compact, but I can see it working in other major U.S. metropolitan areas where city scape is more spread out, but not enough for a high speed rail system. >Copenhagen to Stockholm That’s over 400 miles >Tokyo Bullet Train Those stations are for cities hundreds of miles apart It makes no sense connecting the various major hub of SF Bay Area or LA metro with a HSR??? How do you address sub 100 mile or sub 60 mile distances? A bullet train for 50 mile distances? That’s just absurdly wasteful considering all the minor cities you bypass. Flying makes more sense for these 50/60 mile commutes.

Mentions:#SF#SJ

Most people outside LA or SF live in a house.

Mentions:#SF

Some spots in SF are already at $6. Puts on ME.

Mentions:#SF

Damn that’s a good price. They’re like $4 each here in the SF Bay Area

Mentions:#SF

High speed rail Between San Jose and San Francisco? Even the Chinese ain’t doing something like this for that distance. Train already exists between the two cities, but it takes about an hour too since the train needs to stop frequently. Unless you are talking about building a HSR just between SJ and SF? Who is funding that when you are ditching all the cities along the route other than the super wealthy, which this air taxi makes more sense.

Mentions:#SJ#SF

In SF there are two heli pads in the city. Both are hospitals. The eVTOLS are within the noise restrictions of major cities which would allow them to land in the dt areas. 

Mentions:#SF

Apple is literally the LULU of SF

Mentions:#LULU#SF

Maybe a bit more context, Archer is based in SF bay area which is an actually 9 counties combined with 4 major cities in the region. San Francisco, San Jose, Oakland and Richmond. Trains/subway does exists connecting these 4 major cities and all the minor cities in between, but it still takes well over an hour to get from San Jose (Silicon Valley) in the South Bay to either SF or Oakland (West and East Bag Respectively) Train also exists from each major cities to their airports. The problem is going from SF to SJ or OAK to SJ. People need to drive around the Bay which is a huge body of water and congestion is really bad around the bay almost all day. Flying from SF to SJ would solve that problem and probably turn an hour and half trip by car down to a 20 min ride or faster depending on their aircraft. So I wouldn’t really blanket blame this on American’s lack of infrastructure building and just far distance. SF to SJ is ~ 55 miles, Heathrow Airport to London Central is only ~ 20 miles.

Mentions:#SF#SJ

Actually just to add some context, this company is based out of SF Bay Area in California and that area is known for very bad congestion. Archer is proposing flying the SF bay which is a large area of water connecting Silicon Valley to SF. It would actually save more than 15 minutes. A typical commute during rush hour can take as much as 2 hours. By train it’s about an hour and change. Flying would actually be the quickest way

Mentions:#SF

TSLA: Robotaxi “launch” with a guy riding shotgun, dropping passengers off in the middle of an intersection, & generally acting sketch Wall Street: 🤑📈👨‍❤️‍💋‍👨 GOOG: has an actual autonomous service, surpassing Lyft and approaching Uber rides in SF, deploying to several cities Wall Street: 🤮🙅‍♂️

Mentions:#TSLA#GOOG#SF

Tesla mooning .. $700 by July Robotaxis are a game changer and is like a iPhone moment for Tesla and self driving. People like self driving cars, Waymo already took 25% share in one year in SF Tesla will be the worlds first $5T stock this year

Mentions:#SF

You’re really just an argumentative idiot. Did you even read this article? “As of March 17, there have been 137 incidents in 2025 that have involved Waymo vehicles, as reported to the NHTSA.” INVOLVED being the important word here. Read the article. None of those accidents were caused by a Waymo; all these collisions were caused by human drivers colliding with a Waymo. Read the article. The single fatality involving a Waymo was caused by a fucking speeding Tesla. Also. Waymo is the exact same price as an Uber. I just price checked a ride across town from Embarcadero to Golden Gate Park. Literally two cents cheaper than Uber X. Also, Tesla isn’t even currently operating a robotaxi service here in SF so I couldn’t compare the price. 🤷‍♂️

Mentions:#SF

I rode in a Waymo in SF last week 3 times bad it was incredible. Bought more Google stock while in the car.

Mentions:#SF

This is a tired argument. There are plenty of other population corridors in the US that trains could work. LA to SF, LA to Vegas, LA to San Diego, Portland OR to Vancouver BC, LA to Phoenix, SF to Sacramento, to name a few.

Mentions:#SF#BC

Ahh, yeah, I got sent to KLZ like after 4th July. We had a decent set up. We had our base. Tents, and a SF compound close by. Gym was just a tent lol. But had the basics. Bunch of marines got there I’d say Christmas time? We had like on restaurant, had like a hookah thing. I left KLZ I’d say around March? Of 19 then back home.

Mentions:#SF

In the US (and most places), 99% of our transportation infrastructure is built for the car. Even in SF if you take the BART into the city, the last mile home is in a car. If you look at any parking lot, you will see millions of dollars of automotive hardware just sitting there baking in the sun. Most cars are only used for 1-2 hours a day. If they can be used for 20 hours a day, that is where the value comes in. People hate mass transportation. They want cars, which has been proven (unfortunately). Cars are the #2 expense for people in their lifetime (a depreciating asset). If you can remove that financial burden, you unlock a lot of capital that could be spent on just about anything. Why own a car if you can rent one for $4.00 per trip? You could rent a small car, a large car, a truck, an SUV - whatever you needed for that day. And walk away with no financial responsibility. Just using what you pay for. At the very least, what would you pay for a private chauffeur who was 10X safer than you? What could you do with that extra time? What is your time worth? Even if car ownership never dies completely, people won't want to drive if there is another option. What is that three-car garage worth if you could convert it back into living space? $300-1000 per sqft? What are all the parking lots/garages worth? The economic impact is so large, no country will want to be left behind. They can't afford to.

Mentions:#SF

SOF, all of the NATO ones. SAS, CAG, DEVGRU, SASR, SF, TACP. Honestly If I had to take a guess, 2 weeks at most, then announce a general invasion. We're a war economy, the economy is collapsing, and we have a nice convenient enemy about to have a nuke on the other side of the world and they can't touch us. Classic set up, even the news media are playing the same old tune as in 2003.

I was in San Fran a few weeks ago, and wife wanted to take a Waymo around the city. I got in skeptically, but got out sold. Those fucking things drive better and more intuitively than most people. Are there glitches? Yes. E.g. we pulled up to a smaller intersection with a traffic light and emergency vehiclesparked on three sides of the intersection and a full firehose laid across the road. Waymo would creep, but wouldn't go through. Cars started going around us. I pushed the support button and a dude comes on and says they already can see we're not moving. Someone on the back end does whatever they have to do and nudges the car through enough to where it got back to doing its thing. In the big scheme of things, not much of a hassle at all. And.. they credited up back 5 or 10 bucks of the ride for the hassle. But for the most part, they were very intuitive otherwise. E.g. you know how you eyeball a tight gap in traffic and say "yeah, I can make that."? These cars do the same, with tighter gaps that I would probably mess with. They handle city traffic amazing. Although, I don't think they go from the city to and from the airport. I saw zero Waymos out there. I get out after the 2nd ride, look up the company and see they're breaking into Austin, Atlanta and a 3rd city next year, and say "we're buying stock in whatever company this is. This is going to get bigger." Turns out Google owns it. Well, Alphabet. Which I should probably own, anyway, so... I thought maybe there would be a few dozen in SF. There are over 300 and they're everywhere you look, all the time. Cost is not much more than an uber, and it's probably a wash after not tipping. Plus you can program in stops along the route- up to 4. At each stop you can get out for up to 30 min. Your car may leave, but within the 30 min, another car will come right back to when you summon it. If you're longer than 30 min, the ride will terminate. Whatever, just call another one. We never waited longer then 10 min for a car. While there, I saw on Reddit how one of Elon's cars fatally ran down an old lady with their cameras-only tech. His hubris and thriftiness is what's keeping him SO far behind in this market IMO. I also read about how much a Waymo costs. While it's not accurately public, there are numbers floating around between 180K and 300K per car. I did a little more looking and saw that each car has to pull in, I think, 15 or 20 rides a day to make a profit. From what I saw, it's likely far surpassing that. The cars were never just sitting around. Oh, fun fact. They're branded as Jaguar, but it's some sort of licensing deal. They're actually Fords. Peace.

Mentions:#SF

Always makes me laugh this sketchy public housing apartment complex in West Oakland has 2 Ferrari SF90’s with matching license plates and Brabus G63 always parked there Definitely nothing illegal going on.

Mentions:#SF

The last SF Giants game I attended we brought in sandwiches and sodas. I never got out of my seat the entire game, a first for me

Mentions:#SF

Wouldn't say it's an unpopular opinion, but Waymo has had success in SF. More than likely they will roll out with people and then start at night only on weekends or something. That was the approach with SF. I think over time, Waymo's will do just fine.

Mentions:#SF

Waiting for a Waymo in SF 🔥

Mentions:#SF

we tried this in SF, will have the opposite of the intended effect

Mentions:#SF

if i could take a wild guess, ubereats in SF? including tip

Mentions:#SF

oh shite I thought you were talking about the SF Giants reliever. That guy's a treasure.

Mentions:#SF

I sold my entire portfolio when Trump took office and bought a house. It will be interesting to see what the stock market looks like in four years compared to the appreciation of my home (SF Bay Area)

Mentions:#SF
r/stocksSee Comment

SF: a tent only if you have 2 incomes and you get your tax guy by skipping the avocado toast. Fresno: you get a McMansion and your tax/finance guy is required to know every farm subsidy and ag loophole still on the books from 1850.

Mentions:#SF

> Often cheaper than Uber before tip What city? In SF they're 50-100% more expensive and the wait time is also twice as long during peak times

Mentions:#SF

No. Waymo is awesome. While in SF, I never used an Uber recently.

Mentions:#SF

go visit Pheonix or SF. There is fully autonomous driving via waymo already happening. Obviously this is on a limited scale, but don't think it's a stretch to say that a decent # of large U.S cities will have autonomous vehicles in the next like 3 years (barring any legal/regulatory issues).

Mentions:#SF

Thinking about starting a sandblasting, waste removal, and painting contracting business. Hire illegal immigrants. Start them in LA/NY/Minneapolis/SF. Wait for protests.

Mentions:#SF

I’m just gonna hang out in SF club bathrooms with hella molly until someone gives me a tech job like bro I need some of that AI money but I suck dick at math like lemme get a kush UX designer job where I tell programmers to make “next” buttons with a softly lit fuchsia gradient for $150k/year 😭 

Mentions:#SF#UX

Part of my commute from SF to OAK every day was through the ‘Loin just as the water trucks 💦 the needles and tinfoil crack pipes down the sewers

Mentions:#SF

It is crazy. Cause I feel like I have heard Musk talk about Robotaxi forever. Then suddenly someone swoops in and makes it look so easy. Just go to SF or Pheonix, LA, etc. and there are Waymo's everywhere and people legit using. Was fascinating to see.

Mentions:#SF

We just got our renewal and they aren’t offering anything but IAM anymore they stated. They also jumped our price 50%+ in one year. We are moving to PandaDoc, which also integrates with Salesforce for us. Their SF integration has seemingly gotten slower and worse over the years if I’m being honest as well, which was larger contributing factor for us.

Mentions:#SF

You have no idea. They’re great but scary to be in one in SF

Mentions:#SF

Took my kid on a Waymo in SF last year the side 👀 were real… without unrest. ☠️ Waymo. Was a nice experience actually

Mentions:#SF

What things you did not like about Dusseldorf that you like about SF?

Mentions:#SF

I sometimes miss SF valley and san diego now I have moved to Düsseldorf, Germany I just wish US was more livable

Mentions:#SF

Recent events aren't impacting anything related to real estate. The entire would could be in a housing crash and LA/NY/SF housing would still be in outrageously high demand

Mentions:#SF

On Monday I was planning on buying a shit load of stock in a company that buys ,sells and leases land around the LA and SF area in California. How much do recent events should play in my decision to continue with this stock?

Mentions:#SF

On Monday I was planning on buying a shit load of stock in a company that buys ,sells and leases land around the LA and SF area in California. How much do recent events should play in my decision to continue with this stock?

Mentions:#SF

SF has such beautiful architecture but Oracle Stadium is somehow fucking hideous

Mentions:#SF

Nah. I read a few newspapers a day from a few countries. Also a book and wikipedia enjoyer. You should try it. It'll help you resist glazing SF and Manhattan billionaires

Mentions:#SF

For right now, just doing what you described. These lists are already sifted down. SF is going to make it even more isolated for a more golden pick, that would be for those people who want just one or two stocks a day instead of 2+. I don't really like OTC or penny stocks. Checking recent news.. that kind of screening

Mentions:#SF

I used to do the options for SF Watchlist, before AI came out... It was pretty decent, but our stocks sometimes do nothing, so it was even more riskier... but possibly life changing money if it caught the right one.

Mentions:#SF

Training in the Street Fighter 6 update. They made Ryu strong AF. He’s also still boring AF. Why I play Ken. 🔥 are badass. Go to the SF sub and Ken is the most hated in the history of the franchise. Mofos holding 30+ year grudges. Let it go. Ryu boring homeless karate man. LNG GLD

Mentions:#SF#LNG#GLD

SF east bay. Danville. Only a few days even in summer when you can sit outside late in the evening or night without a heater.

Mentions:#SF

You don’t… ever… congress has 90 days to disclose their financial changes, and even then they can lie… outside of your annual SF-85p, they can pretty much do whatever they want, without recourse… she is also part of team TACO, and therefore she is even more above the law…

Mentions:#SF

I  live in SF feed drunken homeless people alphabet soup. I load up on whichever tickers the letters spell when they vomit on the sidewalk. 

Mentions:#SF

Jumped in at .39c and now I’m screwed… ![gif](giphy|7SF5scGB2AFrgsXP63|downsized)

Mentions:#SF

BART on-time rate back up to 77%, time to move back to SF.

Mentions:#SF

Apparently in SF, Waymo has overtaken Lyft market share and on track to beat Uber’s market share in 12 months. [Link](https://x.com/ns123abc/status/1929248271689543967?s=46)![img](emote|t5_2th52|12787)

Mentions:#SF

As a hyperscaler SF are well positioned. Agentic AI will mature with time with many opportunities.

Mentions:#SF

Rode one of these this week, it was cool AF. If it could dodge all these dumbass SF bike riders that like to weave through traffic, I trust it with my life

Mentions:#SF

SF is the crappest of all the crap SAAS

Mentions:#SF

I have some insider knowledge on SF, they are truly dumb AF and led by some idiots. Sadly I don’t think that actually impacts stock price these days.

Mentions:#SF

Kid I went to HS with was driving a Porsche at 23 and was dating a swedish model. He was a SF architect, that's like it. He didn't even work for SF, just a company that used it. SF has a great business model. Sell you a shell of a program at a premium and then force you to program it yourself.

Mentions:#SF

Completely wrong. Only Sales based company’s would consider Salesforce. All other enterprises would need a Service Management/HAM/SAM/APM/SPM tool and ServiceNow is that. So they have a customer base that SF cant compete against and THEN SNOW is starting to take customers from SF’s core business. The data that can be stored in SNOW is significant to the whole business not just sales and can drive business decisions in all areas. It’s the ERP for IT. If i were literally betting my house it wouldn’t be on Saleforce of all things.

Pretty sure they’ve been replatforming products onto the new core architecture for years. Look at the new revenue cloud product. Now your Salesforce data is finally (actually) connected. You can supercharge your data by using Data Cloud (+informatica) to ingest, validate, and clean structured (and unstructured) data from across your enterprise. Then you use whatever LLM you want inside the context of your SF org and start to execute actions that deliver real business outcomes. This could be simple generative experiences (what is the optimal discount on this opportunity) or actual A.I. agents executing tasks (price this deal in accordance to our margin targets and route it for approval). Perhaps you forgo the Salesforce UI entirely and use Slack as the A.I. powered interface to gather and update information. Then SF becomes more of a back-end which is imo, why the company looks to be moving to a consumption based model rather than seat based. In theory, Salesforce has the best opportunity to offer the highest performing agents/AI bc so much data lives in (or can be brought into) Salesforce. Salesforce doesn’t get much respect in the market but the series of steps they’ve taken in the last 2-3 years should pay dividends in the years to come. I’m biased - I’ve got 1200 shares and worked there for 10 years before leaving to start my own buyout fund. Our thesis is pretty simple - unlock the data and use AI to drive value creation in a more cost effective way. I’ll let you know in 10 years if I’m a Billionaire or not.

Mentions:#SF

As hilarious as this is, the price per square foot in downtown SF is like $1000.

Mentions:#SF

Tbh, hub has gotten a little crazy these days as well, around 16k full whack, still a drop in the ocean to SF - I have started building Airtable and automations for clients. The gui is simpler, but my god does it work

Mentions:#SF

Waymo also has lidar and a track record of safety, but I’m not gonna be the guinea pig for Tesla. LOL! That’s where I was going with it, but I saw an interview with the former CEO who described how they had a steep learning curve and occasionally had to send out a driver in the beginning. Said vehicles got stuck sometimes. The first year was full of teaching moments and that’s with cameras and lidar. SF isn’t an easy city to drive though.

Mentions:#SF

NC seemed like SF compared to true southern states. ![img](emote|t5_2th52|12787)

Mentions:#NC#SF

They track how many accidents the cars get into. They can show that autonomous cars get in fewer accidents than human driven ones. There are tons of Waymo’s in SF. They are actually better drivers than most human drivers. They don’t speed and they don’t get upset if you cut them off they just sort of putter around doing their thing.

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Wait time in SF is pretty quick and it’s pretty trivial to add a new car if needed.

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This is my biggest qualm with people who are anti-Waymo/AVs. In SF, there's always pushback that Waymo/ZooX/(insert whichever new AV company is testing) is dangerous because it had a near miss or clipped a bike but they fail to care about human drivers who have bene proven to be exponentially more dangerous to pedestrian, bikes, and other drivers. The cognitive dissonance is incredibly frustrating.

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They tested in Houston a couple years ago so not surprised they're going back. AS a SF resident who is moving to Houston in a couple months for the SO's job, excited to see Waymo follow me (I love driving and won't give up my car/motorcycle but riding in a Waymo every so often is just neat).

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It’s the worst. Except for SF, NYC, or Philly. Or Detroit.

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It’s NYC, SF, LA or Sarasota for me 🤞🙏

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People really out there living somewhere that’s not SF, NYC, LA or St. Louis 😭🥀

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Have to watch DEI videos for my SF based but national firm. Loving it but only because I’m imagining snowflake MAGAs squirming throughout.

Mentions:#DEI#SF
r/stocksSee Comment

The most successful robot right now is the Waymo cars driving around La, SF, Phoenix, Austin, Atlanta and soon DC and Miami. But the then the company that owns is also really, really inexpensive. The same company already owns generative video which will be another trillion dollar market in addition to the robot cars.

Mentions:#SF#DC

Anyone know if the Tenderloins still really shitty? SF this week and considering a hotel in it, but last time I was in the loin people were zombie nodding on the sidewalk in the afternoon

Mentions:#SF

Have you actually been inside a Waymo yet? I feel like you’re underplaying it. They are handling the most complex traffic situations imaginable in densely packed city streets (Los Angeles, SF) with relative ease. And they’ve been testing freeway driving for months and claim it’s coming soon. Tesla’s literal only hope imo is that it can scale extremely rapidly (in contrast to Waymo’s cautious approach) which will require they don’t have any major fuck ups or traffic fatalities.

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Also…. Either he will need to find all red cities to operate, keep armed guards around the robotaxis, or the most toxic brand in America is gonna see their automated fleet be the receiving end of everything from somewhat harmless conning to straight up having their cars pushed into rivers. Lots of people in SF really hate Waymo and fuck with them all the time and that’s a brand that isn’t too toxic.

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There are two companies already doing full autonomous driving in Austin, Phoenix and SF. They already lost the race and their tech isn’t as good as what already exists.

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r/stocksSee Comment

Foxconn has over 700,000 employees. Even if the suicide rate among employees is the average of 9.7 per 100000 in China, that’s still almost 70 expected per year among Foxconn employees. There are suicide nets on the Golden Gate Bridge in SF. The [suicide rate in US colleges are shockingly high](https://www.statista.com/statistics/1126285/college-students-with-suicidal-and-self-injurious-behavior-us/), even [Cornell university installed nets on their campus.](https://ezramagazine.cornell.edu/FALL13/CoverStorySidebar1.html) The US is [observing an increasing rate of workplace suicide](https://www.theguardian.com/us-news/2022/may/27/us-workplace-suicide-rates-pandemic). While each of these deaths are tragic, the point is that when you zoom out far enough on the human population, there are people who attempt suicide. I’m not defending the company here. The working conditions were bad based on reporting at the time. I’m not saying we should stop caring or that everything is okay in the current state. However, when you gather hundreds of thousands of people into a single area this is one of the (tragic) statistically possible outcomes.

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they were sick in SF. need them in nyc asap but knowing new yorkers they'll get destroyed instantly

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Super duper burger and garlic fries... ulllgh, so good... I ate there way too much when I worked in SF...

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Google is in a great position. Yes, search is shrinking, but it’s doing so at a rate that allows Google to pivot to its other revenue streams and AI. Consider, two years ago when ChatGPT dropped its nuke, google had nothing. NOTHING. Now, they’ve caught up. Sure - ChatGPT has bigger market share, and maybe is slightly better but they went from running the show as the only game in town to having to defend against Gemini and Googles rapid integration of AI into everything. No matter how you feel about Gemini, that’s stupid fast moving for a company of this size. Then, there’s Waymo. Musk fans bleat like sheep about robotaxi and Tesla bols moon the stock on the news that like two robo taxi’s might give a ride around the block in Austin…some day. Meanwhile, Waymo has decimated lift and uber in SF and is finally expanding its footprint to other cities. Waymo doubled its ride share in 5 months to 250k rides a week without doubling its footprint in the same time period. Can you fathom what kind of scale that will be when it starts rolling out to multiple more cities across the US? All that being said- until the anti trust shit is settled and there’s better clarity on how AI will generate revenue, Google stock won’t moon. It’s a fantastic long term play that will make patient investors a lot of money but it’s an absolute shit stock to play short term options on.

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r/stocksSee Comment

I’ve ridden in Waymos a fair amount and they’re great. I’m skeptical Tesla can pull it off, but if they can do it with regular production line vehicles with no special modifications, that’s huge. I don’t know how long or how much it costs for Waymo to acquire and then modify a vehicle, but it’s got to be thousands more. Probably tens of thousands. Tesla robocab also could go the way of the Cruise launch in SF. They were 99% good, but a couple of high profile accidents coupled with a pretty bad response from the company killed the whole program.

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I work next to the tenderloin. I’ve been working in SF for 10 years. Interesting that you mention Baltimore but are still ignoring that the violent crime rates are higher in republican cities like St. Louis, Kansas City, etc.

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I witnessed Waymo in San Francisco. I drive a Tesla with FSD. Waymo is the way. They were moving through the hills of SF with an ease I would never have expected, only having been exposed to Tesla FSD. Waymo was like a real driver when I interacted with them in traffic + they could subtly break some rules without penalty (like double-parking to wait for a fare). Tesla is dipping its toe with 10 cars in Austin, and I bet they end up having drivers, because Tesla FSD is only level 2, not the level 4 required for robotaxis.

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See, that's how I know you're either ignorant or dumb. And yes, I have been there, if I listed it, I've either lived/worked or traveled to. Baltimore has been democrat run for forever and is always Top 3 for murder rate. And if you think SF is beautiful, you are staying in the comfortable areas. It's like saying Baltimore is beautiful because of the harbor. But literally 3 streets over is a very different story. And I won't even start on the ruin that is Detroit.

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I was in SF last October, tried Waymo for the novelty factor and found it to be a little cheaper than Lyft. I don't remember if it was because of some introductory pricing or discount code but it was definitely cheaper than Lyft

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I sawthem a lot 2 months ago in SF and was so surprised how common they are. How are the fair prices? Similar to uber?

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Have you ever actually been to these cities? I’m in SF right now and it’s gorgeous lol. Democrat run cities across the board have lower crime rates, especially violent crime, compared to Republican ones.

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I didn't think it was a big deal until I took a few Waymo rides in SF last weekend. It really is something else. The entire experience feels great!

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Meanwhile Waymo already in Austin, Phoenix, SF, LA. Getting ready to launch in Tokyo, Atlanta, Miami and DC. Clocking in 250,000 rides per week. What a fucking fraud.

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Teslas are like 1 in 4 cars here in SF bay area. There’s a LOT of money here and the visibility of the vehicles here makes a lot of money flow into the stocks. Competition is creeping in though. The Korean brands are really popular, as are the Germans.

Mentions:#SF#LOT

I love the clowns in the comments. I fucking hate both sides of the aisle, so all the asshat democrats thinking life is better under them, just no. No. Look at any major city under democrat control, that's been under democrat control and tell me you don't see a problem. California is a fucking dumpster fire, not to mention SF being a literal, literal shit hole. Baltimore, absolute run down, crooked ass city from top to bottom. Detroit, same story. NYC, tell me bout your taxes. The list goes on. Yes, Republicans suck, but Dems swallow. Quit acting like it's anything but.

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r/stocksSee Comment

The 250,000 a week includes rides in LA, Phoenix, and Austin The 300 cars is only the number of cars in SF

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r/stocksSee Comment

The 250k is across all their cities, not just SF.

Mentions:#SF

I like the setup for SYTA (Yesterday runner) XAGE and TGL. Its a crossover of both the SF watchlist and the artificial watchlist, but any of these can be runners... Still dont know what the best catalyst are, but most are ramping up.

r/stocksSee Comment

I rode it last month, pretty cool ride. They were basically everywhere since SF is so small. It would be amazing to have them down in the South Bay.

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I was in SF yesterday and those Waymo’s are retarded as shit.

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r/stocksSee Comment

And having used them (nice Jaguar I-Pace), they are actually pretty darn good in SF, definitely converted me from a skeptic to cautiously pro them in specific areas (suburban and urban driving).. Did make me judge a lot of others driving though, but it handled their BS fine. Still need public transit like BART, but it’s a good part of the mix and does just seem kinda civilized.

Mentions:#SF