SF

zxc123zxc123

10M in today's economy ain't worth that much. It's like 1 meth shack in SF, 2 NVDA H100s, and a few sticks of RAM (not even DDR5).

skymagic

why do you need code for peener in SF I thought it was voted legal there last election?

unhappyreach_

"n stuff" is code for peener in SF

phatelectribe

Tesla is on life support. $700m profit from $28b revenue is less than 3% net profit. That revenue has a big chunk of selling cyber trucks to his own entities for full sticker price. Robotaxi is a disaster. Waymo is in 20 cities now including La, SF, Miami, and is already rolling out the Ojai 5 person car, while Robotaxi can’t even get a grip in three tiny cities in Texas. To give you some perspective: Waymo does more rides per day, than the entire robotaxi fleet does in a month. As Chinese cars absolutely take over non us EV sales, his only market is now the USA, and that’s stagnating. His only play now is to sell it to his solvent company SpaceX for a premium.

Eustacia2026

What should I do in SF tomorrow?

JayWhizz007

market keeps valuing memory companies at lower PE not understanding how much AI demand will directly translate to memory demand. Then comes ai robots ..i wish the market makers are more sensible and live in SF instead of ice induced numb brains in NYC

Only_good_can_come

Yo, you cannot be the world’s (and history’s) bestest Super Fascist (SF) if you don’t name and control everything. How much smarter will he be once he can claim at his rallies that he was so big boy smaut \[sic\] in naming what it means to be intelligent. I think he’s serious about this one.

yatv

Okay… so you haven’t even used it personally but anyway that’s great, I use Opus and Fable for my personal work, I agree it’s better, I already said Claude takes the cake in terms of model quality. But the money in AI isn’t in appealing to individual users / B2C paying for subscriptions, it’s in enterprise. B2B customers want the right balance between model performance and low token costs, and that’s where Google has positioned itself to dominate the most commercially viable segment of the market. Enterprise customers pays significantly more through API usage then individual users like yourself do. I’m a software engineer at a prominent SF based startup that was recently valued at $279 billion in a Series B round. We use Google’s models for all consumer facing tools on our platform because they allow us to offer significantly higher usage limits at a lower costs + the users operate within a narrowly defined set of use cases, so we don’t need the most sophisticated general purpose model. We need one that performs reliably within those constraints while remaining scalable.

solariac

Literally every sign in SF is a neocloud lmao

fomoandyoloandnogrow

SF this kicker get that guy 👆🏻

L0pat0

SF -2.5

OnlyFirefighter1937

You in SF?

Normal_Marketing853

Meanwhile they just opened a 1 million SF office in India and have a bunch of job listings in India.

monarc

Sounds like we have sorta similar trajectories - I grew up in the midwest (near Cedar Point) and now live in the SF area (where the local Six Flags just shut down). I actually went back to Cedar Point recently (first time in a long while) and had a great time.

music_is_gud

Don't you have like a mansion in SF? 😏

unhappyreach_

I want SF to be a Satanist hippie shipping town again Like the good ol days

music_is_gud

Hell yeah! I can finally buy a home in SF 🫂😇

unhappyreach_

Rumors are saying Anthropic might go bankrupt in a couple of years People were buying houses in SF with Anthropic stock futures or whatever, would be very bad for the sillycone valley

deejaymc

Musk also said we would have "1 million robotaxis by 2020”, a “Mars colony by 2024”, 90 second battery swaps, a hyperloop from SF to LA, too many to list. Hes currently running at a 7% success rate on his predictions, so he basically lies 93% of the time. But sure call us morons here for being skeptical when he throws out numbers that sound outrageous. https://muskmissed.vercel.app/

music_is_gud

Yeah. So many of them in SF and ig LA too

Glittering_Dig3798

Has it? Never see them in SD. They’re everywhere in LA and growing in numbers in SF. I haven’t looked at any numbers though

MyNameIsntSharon

There’s talk of a data center taking over the old Nordstroms in downtown SF right on market haha

Available_Way_355

It’s always next year with this guy \- I’ll give the kids the shares next year \-Hyperloop LA to SF next year \- FSD next year the engineers are working hard \- Personal cyber cabs next year pre order quickly \- Roadster next year trust me (10years no deliveries) \- Flying car next year pre pay now (200k) \-Datacentres in space as soon as next year (dumb) \-More sales next year now approve my compensation

Low_Plastic363

If it were in Washington, maybe. I can't see them staying with SF unless the Niners get off to a horrible start. I'll probably pay it down to 5.5 and pair it with a -200 prop.

The-Truths-Out-There

Bought in 2016, refied twice during CDOVID at 2.85%, only owe 250k (in SF bay area) and have already changed the WHs cathodic rod. Life is good man..

fatfrog7

There are people in SF that make $30k a month 

RocknrollClown09

15k cases spread over 1.4M Active Duty (not even including Guard and Reserves) is 1%. And 'more than a third' is right in line with the general US population. Ofc I don't know if you're talking about lifetime, per year, specific populations, controls, is data collected with a questionaire or compiled police reports, etc because you didn't cite any data. I can't imagine SF or MPs showing up to a DV at base housing and the commander not getting a phone call about it that night. Off-base, any police interaction has to be reported or it'll be discovered in your periodic security clearance investigation. In other words, you're speculating out your ass about something you don't know about

Initial_Ad_9250

Can't wait to see retards playing irl rocket league on those SF roads

texasinv

Yeah, the freelance thing is tough. Gotta have some social interaction even if it's virtual. I'm in management so "luckily" I have about 4 hours of meetings every day which does help me not feel insane I suppose. My company only has offices in SF/NY, but they don't want to limit their hiring to those places so everyone else just is remote with the option to show up whenever if we're in town. One thing they do well is pay for teams to have 2-4 weeks working together onsite every year, we'll all fly out and go do "team building" (get shit faced on the company dime mostly) for a few days every couple months. Actually helps a lot with building comraderie.

Mannipx

It ain't looking so good Dario.  SF might rip with people mortgage everything on this stock. 

Vlisa

like the guy, but as an SF fan I'm deriving sick pleasure from this whole thing and I'm praying LA gets shut out

Unhappy_Cobbler613

I'm over 40 and the only LeBron fans I know are kids my son's age. One actually asked me my all time starting lineup and I said Pippen at PG, Jordan at SG, Bird at SF, Duncan at PF, Shaq at C. He then asked me for bench and I selected Rodman and Kobe. He reacted as you'd expect to my LeBron snub and I said it's a team game, LeBron isn't as good as he thinks he is, and that if I put him on the bench he'd be crying so it's better if he's on someone else's team losing to mine (which is unbeatable). Seriously Pippen and Rodman are just utility here. Pip has an ego but knows when he's around someone greater, and Rodman and Duncan are great team players. Everyone I picked, even Bird, is an elite defender. The offense flows through Shaq, Jordan and Bird. Duncan slides to center when Shaq either fouls out or needs to rest. Kobe is your poor man's Jordan for when 1-3 need to rest. I really don't think an alternative combination of players could beat this team with 80s-90s officiating.

Konexian

Ramp is also famously a very biased sample set (predominantly tech startups based in SF — these are of course going to skew Anthropic)

Glittering_Dig3798

Can't deny. SF's my favorite city and it's not even close. I love it there

Glittering_Dig3798

Oh hell yeah, I was living in SF when they won the WS twice. Born and raised in LA tho so always been a Doyers fan

ArcDogRob

That's fair. I'm a SF Giants fan, so i have money on Doyers losing the NLC and WS

AdministrationIll619

So we are the same age. I was working for a private equity firm doing venture capital in SF about 20 years ago. Before the GFC. I remember the subprime meltdown, Lehman brothers and Bear Stearns. You sound like an idiot finance/tech bro because you should know this better than most. If you don’t understand how blindly Americans are contributing to 401ks over those last 2 decades and how those funds are blindly buying equities, then you are not paying attention. As I said, NOTHING WILL CHANGE UNTIL WE SEE LAYOFFS Am

Low_Plastic363

$200K in NYC, SF, DC is "you might own a house one day." In Topeka they'll act like you're rich.

No_Current3675

ppl sellin houses in my town is absolutely fkn insane talkinbout $1M for a gotdam 1975 1300 SF 1.5 bath shitbox. GTFO.

surmoiFire

it is very common on SF

WorldLeader

I'm actually trying to be helpful here by warning you that your priors are outdated. Tech companies (especially in SF) are deathly afraid of public backlash from AI growing, so they have all shut the fuck up about what's actually going on behind closed doors and continuing to plow ahead. The composition of companies has changed a ton, and entire divisions are getting chewed up and laid off, but they are absolutely NOT attributing any of this to AI publicly. They are lying to you, but not in the way you think. It's absolutely AI causing these layoffs and reorgs and hiring freezes. They just cannot afford any of the negative PR to say or publish anything about it.

music_is_gud

LFG! Oh I came to SF the last couple of days. For Fleet week 😎 did you go?

PLEASE_PUNCH_MY_FACE

I want you to imagine you just did a bunch of ketamine and you're cramped into a 5m dollar 900 sqft SF condo with a bunch of billionaires at a party. This is where these great ideas come from.

music_is_gud

I just went to SF yesterday lol

Glittering_Dig3798

Anyway whenever I see someone shit on SF for the same predictable reason and I have a kneejerk reaction to pull out a map of the city and say tell me where they hurt you. Because it's always Market St / downtown. And then I want to ask, did you ever think to check out the rest of the city? And then they explode into dust

Syllabub_Visual

Anyone who isn’t living in the HOT parts of Texas or Florida is making a mistake. No taxes, all about liberties and freedoms, and no socialist and trans bs. Plus these are where the hot girls are. Sigh feel that California SHOULD belong but only if Steve Hilton wins this fall because that state is run by a bunch of crazy liberals even though there are a lot of hot people in socal. It’s truly a shame that some of the greatest cities in the world, NYC, LA, SF, London, and places like that are run by a bunch of big government liberals who like high taxes and bs regulations (and trust me I don’t even like 🥭 and his stupid movement) so that’s why many of us have moved to Miami instead. Instead of losing everything on 0dtes, you could buy property down here because it’s where everyone wants to come and the values are about to SKYROCKET. Guess Seattle has no taxes as well but they just put in place their new “millionaire tax” and it’s cold and full of people who aren’t hot. All the tech companies and VC’s have moved to Miami and I have no doubt nvda will next so a pretty good time to invest in the city…

Glittering_Dig3798

There is one bad part. Come on now. SF is the most misunderstood city I swear

Glittering_Dig3798

You must have spent the whole time downtown. User error. It's a beautiful city. If you can't have a good time in SF, I can't trust you.

moorhound

Driving back from SF and I'm pretty sure just walking around made the bottom of my shoes smell like old stale piss

moorhound

Damn dude, SF is fucking *bad* bad now. Went to a party and then went to afters, and the walk back to the hotel was rough. It was bad damn near all the way up to the Hilton. Like, I'm used to SF being shitty, but this is some 80s crack epidemic level shit.

patiently_entropy

Hell yes, I just started playing SF2 again after 30 years. Getting my ass kicked online 75% of the time

AdMuch7162

hilarious. Yes, the US is most certainly not (and never has) produced nearly enough home grown tech talent. You really think underfunding education and devaluing teachers doesn't have impact? Also, pretty funny to think that imported tech talent is "cheaper labor". Who do you think buys million dollar starter homes in Seattle and SF?

Individual-Motor-167

Rent is exploding in SF because of AI.

waxbolt

we are talking about the half trillion parameter open source model running on independent hardware that's been driving biological research since SF/SV went all "oooohh virus sequences... you must be making the bionukes???"

waxbolt

we are talking about the half trillion parameter open source model running on independent hardware that's been driving biological research since SF/SV went all "oooohh virus sequences... you must be making the bionukes???"

patiently_entropy

Wanna play fightcade SF2?

AdCritical5383

I had a similar experience in a contract position in SF 10 years ago. One of my coworkers said he thought I might be dead and didn’t want to be the person to check on me.

llasar17

not SF but i do work in the bay area

moorhound

Hopefully I will make enough money tomorrow to pay for hard techno SF excursion Friday

_____rs

Why does SF get a pass?

dgellow

It’s both. You have an SF cult + all the dirty tricks (“financial engineering”) that are really looking like fraud. It’s becoming really, really messy. Always ask yourself: why do that financial setup needs to look so complicated if everything is going so well? Why do you need multiple layers of shell companies (ie those investment vehicles) if there is a reliable income of money?  

GPUssydestroyer

No that’s more about how fucking ugly SF girls are

Glittering_Dig3798

There just isn’t enough to do in SD in my opinion. And maybe an unpopular opinion, but I’ve found the people in LA to be nicer, easier to talk to and definitely more interesting. SF still takes the cake tho. Left my

Glittering_Dig3798

Nothing beats walking around and exploring in SF. It’s so much nicer in most parts than what you read online. 99% of that city is peaceful and gorgeous

Harp-Note

Seems like nature would be the best to check out! I'll look into that, thanks. And yeah, I understand the homeless part. I think I can deal with it, having visited SF many times.

Glittering_Dig3798

I miss that SF climate every fucking day lol. It’s been an especially hot summer down here. Humid, even. That dang ol El Niño. I run hot.

music_is_gud

I have sooooo many friends now in Norcal and SF and there but I wanna retire in SoCal lol or Hawaii. The only two places where I don't mind paying high cost

Glittering_Dig3798

Nice, I lived in SF for like 5 years

Homeless0DTESPX

It's the same reason you don't see rich people living in some dirt cheap place like Alabama just because it's cheap. After a certain point it doesn't matter how much you're paying in taxes if it means giving up a certain quality of life. I'm in Washington state and they imposed a "millionaire's tax" where you're taxed income tax for everything you make over $1m. People that make that didn't care because why give up our world class mountains, lakes, scenery, etc to live in some shit hole like Texas? Cost of living in Singapore or HK is also significantly higher than all but the most expensive parts of the US (SF, NYC).

Ok_Blacksmith1684

Take Jets + 3.5 against the Bears Take GB -3.5 against TB Take Lions -3 against Carolina Take Broncos + 3 against SF LOL

Neat_Cat1234

Yes it’s a small amount of the population but the comment was about popular places in California. SF and various other Bay Area cities (especially on the peninsula side) have all been hot and selling above ask.

Accurate_Pay_2242


Neat_Cat1234

Take a look at recently sold homes in SF. It’s been a very strong seller’s market the past year or so.

SomewhereOpposite883

> Anthropic and OpenAI are TESCREAL cults. *sex cults Look up Aella and the SF rape orgies, I'm not joking btw

bendersd

i had to look up what a bollard is but yes you are correct. this is living in LA vs SF in a nutshell.

Clean_Bake_2180

Unless you live in NY, SF, LA or Seattle metros, in which it would be quite mediocre given real estate prices.

14domino

SF?

jambonetoeufs

I’m in small tech in SF and same experience. Access to major models and often switching around. Hell, even using multiple model providers in a single day for different tasks.

wastapunk

Even if models didn’t get any better, my wild guess is we are under 15% productivity increased unlocked. And so many industries left to fight for. They are starting wet bio lab in SF. They have a lot of fuel to keep the bubble pressurizing.

SomePolack

Napping to sound of Ukrainian SF combat footage 😴

skymagic

I think a guy with a $16 million dollar mansion in SF would know bro 💅

No_Current3675

LOL this bih sold 1976 at $20/SF on the market now for $553/SF. $19.95 in 1976 $ is worth approximately $117 today.

music_is_gud

Oh shit you are in SF right, I totally forgot lol

Light_Yagami72

OP is a tech bro who was born in SF 20 years ago and interned at Meta this summer. Cut them some slack

music_is_gud

Well I was just curious if you are also from SF. I'm somewhere around there in NorCal

unhappyreach_

u/music_is_gud is trying to invite himself over to my 16-million-dollar SF mansion sheesh

music_is_gud

Wait you in SF?

Ill-Ad1603

If your networth is under 15 million dollars you’re homeless in SF brokie.

Ill-Ad1603

In SF?

AlasKansastan

Did you see the rate jumped again today? SF does not count in this discussion. It’s a outlier wasteland as far as housing is concerned

dbreidsbmw

I can't sell that to board sorry. But give me... 4-5 kilos of cocaine, some retired SF lads, an empty ware house, a home Depot account, and a ballooned budged that would make Uday Hussein blush, and I'll get a 'hell yeah' on my budget request to the board.

patiently_entropy

Guess I'll go get my ass kicked in SF2 before bed

Vlisa

sounds cheap for SF

No_Current3675

LOL. There's a 1920s house in my town listed at near $1M. 3 bed 1 bath just a hair over 1300 SF. Everything old af and needs to be torn TF out. Housing is beyond fukt.

RioAncho

Yeah but Cabo Verde has Vozinha he's easily worth 1 Trillion ( would rather give him my data than any SF dweeb AI CEO )

InTroubleDouble

Not a joke, if you go to the Rivian bagholder sub the coping justifying the market cap of a global OEM is all around „dude its a nice car“, „I see them from time to time in SF, it is about to pop!“ These people can not be real. These people never thought a second about valuation or what is needed to build a global car brand. They have simply priced this company that has never built a car Like Porsche, Mercedes, BMW, Ferrari are now like: „Why is it going down???“.

dgellow

Are you new to the SF rationalist/Effective Altruist world? If yes you should familiarize yourself with that whole thing. They are way more fucked up in the head than just high. They are doomsday cultists who believe in a literal god machine and believe it’s their role to bring it to life to save future generations — they actually believe, for real, that there is a high likelihood of destroying humanity by doing so, but that it is worth it. And guess who founded and invested in OpenAI and Anthropic? They all come from the EA and LessWrong circles. Those people are completely insane

Soprelos

Would you prefer I run the numbers for SF or NYC?

dgellow

Anthropic will IPO next month, meaning a lots of new rich will have to get status symbol to show off their success to their SF roommates. Bullish on luxury stuff 

ty-owler

People are kinda talking like the frontier labs have absolutely no incentive to increase token efficiency but the talk of the town in companies that use this stuff is that token costs per project are about to be more expensive than it would be to pay a mid level engineer to do the same work. When this number flips there's going to be some scaling back of AI usage at companies and increased hiring, putting pressure on the labs. I live in SF, this is already starting to happen at the bigger tech companies. Lots of surveys, lots of updates about restricted token allowances, education on which models to use when in order to cut token costs etc.