SF

Superb-Comparison880

You were just 1 step ahead of history only month ago - since they recently got creamed in the SaaS marketplace by the emergence of Claude's new model capabilities. Now that savvy investors can clearly see that SF's user subscription model was torpedoed, SF will be shuffling hard to try to stay relevant and justify their pricing. It won't collapse overnight, but the writing is on the wall.

vsladko

I just think there is no more excitement in SaaS growth potential, not that they’ll necessarily die. We use Dynamics, Gong, Gainsight, and some Salesforce in our org. I don’t think they are going away anytime soon (maybe SF to consolidate CRMs). But all the hype on AI is focused on how to build something that easily reads data and connections between all these products.

shelfdog

The rules to qualify for Academy Awards are very clear and don't require buying a movie studio: For the 2025/2026 Oscars, films must have a one-week (seven consecutive days) commercial run in one of six U.S. cities (LA, NY, Chicago, Atlanta, SF, Miami). For Best Picture, an "expanded run" is now required: 7 additional days in 10 of the top 50 U.S. markets within 45 days of initial release. [Source: Oscars.org](https://www.oscars.org/awards/representation-and-inclusion-standards) But films only need to be on *one* theater screen in each city during these short runs to qualify. Being as independent theaters are available in all of those markets, there's no need for Netflix to buy WB to get "their stuff in movie theaters and up for the big awards." Not when they can continue to rent those theaters to qualify like they have been doing for their previous Oscar nommed productions for years. Far smaller producers than Netflix do the same thing and have for ages. More likely, the reason Netflix is interested is because of the incredible value of the WB IP to a streaming company like Netflix. Franchises like *Game Of Thrones*, *DC Universe*, *Friends*, *Big Bang Theory*, *Two And A Half Men*, *Vampire Diaries*, *Supernatural*, *Looney Tunes*, *Rick & Morty*, etc etc are all still big money makers and highly coveted by other broadcasters & streamers for replays in syndication - and those syndication rights generate a lot of $$. (If you have cable TV, you regularly see Friends or Big Bang Theory or Two And A Half Men on different channels at the same time and it's minor news when any of them leave a streaming platform.) When you add in their film division, don't forget Netflix has internal metrics on their median subscriber's film preferences. There's no way they are bidding for WB without knowing their subscribers want more *Batman*/*Superman*/*Harry Potter*/*King Kong*/*Godzilla*/*Friday the 13th*/*Nightmare on Elm Street*/*It*/etc and that other outlets want to air/stream them from time to time. Not to mention the cherry on top: Warner Brother's legendary film studio, backlots & production capabilities, which will lower Netlfix's in-house production costs if they synergize productions as is expected. They are buying the bullets (the archives of these in demand shows and the rights to the IP) and a bullet maker (Warner Bros film studio & assets). As a WBD shareholder I can confidently say Netflix is the best custodian if WB must be sold.

No_Current3675

3100 SF house in my area, \*on the side of a highway\*, $1.7M.

AllCapNoBrake

Showing them closed via yahoo: [https://finance.yahoo.com/markets/commodities/WSB](https://youtu.be/0q6yphdZhUA?si=2lnMspT4BLs7J3SF&t=66)

No_Economist3815

*\*\*SF has entered the chat\*\**

Clear_Judge5062

This is one of the only non-AI slop posts I’ve read on this sub recently and he’s actually fairly accurate and representative of the current feelings from developers around tech hubs like SF and Seattle

No_Current3675

LOL, a 1500 SF shitbox where I live is like $1.2M.

Scrolly_Screen_Time

I know this is unpopular opinion but I lived both in the US (San Francisco and Seattle) and in Europe (London and Warsaw). In realation to wages houses in the US are just cheap - even in SF. I know that $1000 per square foot may seem expensive but you will pay 20% more in London and only 40% less in Warsaw with wages on average 2-4 time lower. When you account for the fact that the US has decent demographics in comparison to broken situation in majority of European and Asian countries I would not bet long term against the US real-estate.

No_Current3675

This regard cunt in my town put his house up for sale a year ago, > $2M, 3,000 SF. It's on the side of a fucking highway. Customized with all sort of really weird shit, including an enviable home gym. Weird finishes, black cabinets in kitchen. Just sat there. Relisted today $1.7M. This fucking regard. He'll be lucky to get $900K.

orsomeshitidk

Buddy of mine is an engineer at Apple. They send his ass to Gyna 3-4 months out of the year and work him like a rented mule. He says worth it to live in SF and for the stock. Days like today gotta hurt a little though lol.

PuffyPanda200

IMO a huge and overlooked part of the US housing price increase was AirBNBs. The US population hasn't gotten bigger and there isn't some large group coming of age buying houses. Some places have underbuilt houses (ratios of job creation to house construction getting over 2 or 2.5) but those areas are fairly small and don't really explain the whole picture. By contrast: AirBNB is at some 2 million listings with Vrbo being probably another 1 million (only number I found for them was 2 million globally). So 3 million houses/apartments taken off the market for long term habitation. That is enough to have a real affect on the market. I would also mention that these 'house hotels' are probably concentrated in areas that were already seeing housing scarcity. First, people want to visit places like NYC, SF, or Miami; no one wants to visit Gary Indiana. Second, a house in a hot market is more likely to appreciate while fringe markets are more likely to see prolonged downturns. This concentration only exacerbates the impact of removing these houses from the long term market. But now with a slowdown in international travel to the US and lower consumer confidence that 'AirBNB buyer' just isn't there. A lot of these potential buyers are also already invested in a house(s). So now you see less buy pressure and the linked article.

bogey843

AZI. Billion dollar news and 3rd on SF chart. Ready to run

ZebraImaginary9412

$100k in LA, SF, Miami or NYC is not a lot of money after rent and taxes.

trynafif

Chicken bowl is $9.85 so yeah idk if you’re in SF or NYC or something but steak is $12 on the east coast

Good_Ride_2508

This is my opinion; it may be right or wrong. Do not take any financial decisions based on public chat.  If I guess, it is the IT sector and service sectors mainly due to the transformation and productivity changes brought about by AI products. We can expect a lot of layoffs, especially in routine, non-intelligent, and non-complex workforce staffing services, and possibly a consolidation of the workforce.  Furthermore, it cannot change the entire IT force, but it will reduce the workforce. Guessing more, it can have another dot-com kind of impact.  Hmmm, I am in the SF Bay Area, which may get into trouble! In 2-4 years, it will come to normalization after optimal usage of manpower.

BoppoTheClown

HOLY SHIT CAN THIS GUY JUST STOP? Let us have a good sunday on a good day. The weather was amazing in SF today. Just let us have one good weekend without market manipulation holy fuck.

pooterssssssssss

no one watched that garbage lets be real. I live in East Bay near SF and I can tell you there was ZERO excitement. A lot of people didn't even know it was going on today when I was driving around

dayvieee

Let’s face it the only people who enjoy California are landlords, excuse me while I ignore my tenants. Also insurance coverage for any building in SF over a century old is abysmal but people keep renting so not my problem

Ledzeppelinbass

I did, I even stated the numbers are inflated due to COL. $1m in SF and $1m in Mississippi are very different.

xiaodown

> few remaining in-house billing and lead management systems from legacy acquisitions are an absolute nightmare to maintain. Dude, tell me about it. When my last company got acquired, we got absorbed into $huge_company that had a gigantic facilities staff and IT department. I was the one responsible for going through and decomming all our old stuff from the office, because I was close to SF, and it was during COVID. Literally the fastest / easiest drive into the city I've ever had, the streets were EMPTY, it was spooky. But thinking back on all the stuff we used - Airtable, Malwarebytes, EaseHR, Meraki for the office firewall and VPN - hell, we used some truly ancient Honeywell thing to manage door cards, and it was straight out of 2002; I'm surprised it didn't require plugging a serial cable into the locks. It was wild. Anyway, $huge_company didn't want to deal with any of that, they were like "just dump everything as CSVs, send it to the appropriate department, and spin everything down". I seriously doubt 3/4ths of it ever got looked at, because it's such a pain in the ass. Everyone got to keep their laptops, we had a raffle for the office furniture, there were like 8 gigabit switches that I ended up taking home and never using because I'm a home ubiquiti fanboy but nobody else wanted them. Literally anything that we were like "Hey, $huge_company, do you want <whatever>?" the answer was always just donate it or send it to an e-waste recycler. Companies are focused on building their product. They ain't got time for the other stuff.

orsomeshitidk

Buddy of mine spends like 3-4mo a year in China for Apple. They work his ass like a rented mule. Says he likes living in SF enough that it’s worth it. Not for me, I’ll tell you that for free lmao.

SoberPatrol

Demand in this case is actually dropping You can see this in the commercial real estate market in SF (in diverse economy that’s going balls deep into AI). New jobs created isn’t offsetting the layoffs and startups imploding I’ve worked at startups ranging from the seed to growth stage and now at one of the big 4 leading AI companies. AI native companies need fewer people than startups did 5-10 years ago to get to the same output and if your startup isn’t involved in AI now, good luck raising another round The world isn’t just made of cpg companies replacing their salesforce instances with chatgpt

Ehgadsman

2022 Elon had just fired like half of Twitter, he attends a Dave Chappelle comedy show at Chase Center is asked up on stage by Dave and got booed fairly heavily, reportedly mixture of booing and some cheers but the booing 'dominating and lasting for several minutes', and it seems to me a watershed moment that had a fairly oversized effect on his political and social direction. He blamed "SF's unhinged liberals" in a tweet afterwards, and it seems like that chip has not left his shoulder its only grown. (not taking sides or arguing politics just recounting that event for the user I am replying to as it seems relevant to their comment).

ArcDogRob

Meh. Technically it’s in Santa Clara County/Silicon Valley that’s like 1~1.5hrs away from SF

Harp-Note

Glad most superbowl stuff is in SF or I'd go crazy with all the traffic and disruption lol.

Concept-Plastic

SF, edited the comment.

dreggers

Market is pricing SF tech to become rust belt Detroit in a year

8BallTiger

Since shes from SF and her husband made his money in tech I assume whoever they have managing their money is pretty knowledgeable

mrdungbeetle

If you have a >$200k/year income or >$1M in assets aside from your house, you're an "Accredited Investor" and that is one way to get in early. Hang around the startup world - it helps if you're in SF, NYC, London etc. When a founder needs seed capital you can typically invest as little as $25K. Choose your startups wisely because most of them fail. Be prepared to have your investment go to $0. In the best case it will be illiquid for many years. I've invested in a few friends companies and still haven't seen a dime come back. High risk / high reward. Or, you can join a promising startup as an early employee and then you give up your time instead of your money.

grizzly_teddy

They are currently only competing against Uber and not Tesla FSD there. Hence they charge a lot per mile. This is unsustainable. Moreover, their unit economics are horrendous. They spend $100k+ per car. They are not profitable. Period. Tesla can produce 10x the number of cars Waymo has in SF within 2 weeks, and undercut them by 50% - and still be making money. Waymo will have to dramatically cut their prices - which will mean they will be losing even more money. They have no feasible scalability.

limes336

This is insane cope considering Waymo is unit economics positive in SF 😂

Winterough

SF smells like piss everywhere.

Poopardthecat

I rode a waymo yesterday in SF. It is a superior experience to uber or lyft. Its fucking wild.  I have no idea how uber dropped the ball so hard in this regard. They burned an incredible amount of good will from consumers and drivers. And shit the bed with their autonomous vehicle endeavor as well. 

LambdaLambo

When I took one in SF last year there was a bicyclist biking up right as I was about to open the door to get out and the car locked it until he passed (and alerted me on the screen). I was looking so I saw him but still, life saving tech.

GiganticOrange

I live in top 5-6 largest city in the Midwest and spent a month in SF for work. First time in my life I saw someone smoking crack and selling drugs in broad daylight. And the downtown I work in in the Midwest is one of the “unsafe” ones too.

dayvieee

Waymo used to suck in SF a few years ago(trying to turning into opposite one ways, stuck behind a double parked car, etc) but they have improved a lot. They drive just like everyone else in the city now, cutting everyone and keeping the momentum now. Way better than the Indians in teslas

hitman133295

SF with homeless shitting on the roads is actually closer to third world country lol

Fun_Persimmon2824

Not even close? I’ve seen way more third world shit living in SF than I ever did growing up the Midwest.

FuckleUp

In SF there was a mountain lion in a city park a coyote swam to Alcatraz and a deer on the Golden Gate. I’ve seen this movie.

here-to-argue

Firstly- this is Nancy’s husband Paul doing the trading. He’s a wealth manager in SF. He’s been buying deep itm leaps for years on tech stocks because it acts as leverage. There’s no crystal ball involved, or they would have bought the bottom perfectly. Just betting on big companies getting bigger.

Azzylives

Just Google SF6 and read away. What… 25000 times more potent that co2. This isn’t new information.  As for an example google sea green offshore wind farm leak and read away…. As for the last statement the numbers are all over the place. I’m not fully agreeing with what the ma is saying just saying he may be using the term “polllutants” in a more heavy framework. 

Wide_Neighborhood_49

Tesla is (still) trying to deceive investors into thinking it has SF robotaxis https://share.google/aO7JyU3DAMDQdqROM They did

Wide_Neighborhood_49

Lol. Tesla branding its driven taxis "Robotaxis" in Bay area and saying they have them in multiple xities. Elmo flat out lying to investors. Tesla is (still) trying to deceive investors into thinking it has SF robotaxis https://share.google/aO7JyU3DAMDQdqROM

Same_College2053

Planned robotaxi coverage SF AUSTIN DALLAS HOUSTON PHOENIX MIAMI ORLANDO TAMPA VEGAS For 1st Half 2026 all unsupervised except Cali Safety driver for now

orangeyougladiator

The amount of Asian I got living in SF was incredible

Dylanb993

I own a small 500SF studio gym and do chronic pain personal training. Took a few years of saving to open it but it’s the dream. I went to grad school to be a collegiate strength and conditioning coach but quickly found out that field underpays and overworks people a ton. So I had to pivot and find a way to do what I love and still make decent money. I aggressively invested and live way below my means. Lots of couponing, and being frugal with deals with groceries, WiFi, almost no subscription services, checking and asking when prices change and always looking for better deals on everything. I keep things super simple: total US, total international in about a 70/30 split. About a 10% tech tilt in my Roth IRA to hopefully capture some extra gains there but nothing big.

damnatio_memoriae

bro, you could live in fucking SF or NYC on $200k and eat out for every meal.

juiced911

You’re buying a house in NY, Chicago, LA, SF, Seattle with $200k a year?

Kirby_The_Dog

He was mayor of SF from 2004 - 2011, after the time is SF better or worse. He's been governor since 2019, is CA better or worse. In both cases, what was better after his tenure?

Xijit

She is a career Attorney with a Doctorate in Law and over 20 years taking cases to court, first as a lawyer, then as the SF DA, then as the DA for California. I can't think of any other modern candidate with a background in courtroom law, much less a history of winning criminal court cases: There is no fucking way that Trump wouldn't be sitting in a prison cell if she had won. Given that the single biggest issue with America is government corruption, yes I believe she would have led the greatest reformation of Congressional bribery and election integrity in American history.

skilliard7

>Google Cloud revenue is accelerating at a rate that is frankly terrifying for Amazon and Microsoft. We are talking about parabolic revenue expansion driven by AI infrastructure demand. Most of that is AI spend that is only going to them because Amazon/Microsoft are out of capacity. Once capacity catches up with demand, Google cloud revenue will fall off a cliff. Their platform is terrible. >And Waymo driverless taxi is no longer a side project. They are doing 450,000 paid rides per week. They are live in Phoenix, SF, LA, and expanding fast. They won't be able to compete with Tesla on pricing and achieve profitability on rids, because Tesla can produce Robotaxis for 80% less cost per unit that Waymo spends. >Apple announced Gemini is going to be the default native AI for Siri. Think about the distribution monopoly they just secured. They have Gemini native on 3 billion Android devices, and now they have integration across 1.5 billion iOS devices. Google now owns the AI layer on 100% of the mobile distribution channel. No other competitor exists at this scale. They have effectively checkmated the entire edge consumer AI market. They're only being paid $1 Billion for Billions of users. That's like $0.05/month per user. There's a reason OpenAI turned Apple down. Google was the backup option >Google has been building its own TPUs for a decade, meaning they don't pay the "Nvidia Tax" that crushes other tech companies margins. This isn't really true. They pay Broadcom which is actually more expensive because its custom Silicon. And of course this post ignores the elephant in the room which is Google search, their biggest revenue search, becoming obsolete. Google is a massive value trap.

Rayzor_Rancher

He's a popular CMT. Here's his latest call... Oil https://youtu.be/evy8JBuXS2Y?si=Sx2SF4Ie1Yb_3vgo

markthelast

I heard about the benefits of the long-term partnerships between foundries and their customers. NVIDIA has separate design teams for TSMC, their preferred foundry for many years, and Samsung Foundry, their second source. NVIDIA has the vast resources of cash and engineering talent to split up to specialize in different foundries. Maybe, NVIDIA or Apple, who have the most resources to burn, are willing to try out Intel Foundry for low volume products. Another issue is that Intel Foundry's 14A could be more expensive than TSMC N2P and Samsung Foundry SF2.

unhappyreach_

Im going to get out my stonk anger by street preaching in SF tonight Fishermans warf

TheTideRider

That’s a compliment for him. It’s more like a superposition of full of shit and being sycophantic to Trump at the same time. He asked Trump to send troops to SF to clean up the streets.

jarkon-anderslammer

Sales teams are building their own CRMs and better software than Salesforce offers in-house. SF is a dinosaur. 

Dry-Molasses-3137

AI has never done 50% of the work at Salesforce. Shit is all made up. The calls for regulation are to slow down their competition while they try to figure out wtf is going on with their product. Their customers can't figure out how to use it even though SF is making hundreds of millions off of it.

bogey843

$SRXH-fireside chat today 11am $SLGB- recent squeeze on volume. Now rising on squeezefinder list as potential squeezer- highlights momentum, CTB rate, SI and float size $SOBR-extremely shorted and CTB over 700% - squeezefinder leader for squeeze potential $CJMB-borrow over 500% - moving up SF list. DealFlow Discovery Conference 1/28

Worried_Quarter469

Melting the Greenland ice sheet raises global sea level 24 feet submerging every major coastal city in the world, NYC, SF, LA, DC, Florida, etc

bikkhu42

Starmer speaking right now: https://www.youtube.com/live/BhYDf7SF-ns

grantern2

I think I want to do at least 3 weeks. I’d be starting in Florida and ending in Cali, either LA or SF. It’s about 3 days of driving from where I live to LA, so 6 days of driving round trip. I want to make stops along the way too, like New Orleans, Houston, Phoenix, San Diego. 2 weeks would be too short

shortgamegolfer

Let’s see SF come back and win without McCaffrey. I’m sure they’ve got this.

ParkAndDork

To be clear, SF has a LOT more than 9000 employees, it is more like 80000. Yes staff were laid off, but absolutely no where near half of staff.

ParkAndDork

To be clear, SF has a LOT more than 9000 employees, it is more like 80000. Yes staff were laid off, but absolutely no where near half of staff.

Turbulent-Basil-6673

I live in a place where I can buy a nice house for $350k cash and never worry about a mortgage again. I'm not trying to live in Manhattan or SF. I’m trying to live in peace.

SurelyNotLikeThis

Sounds like you should've made better choices? I'm Canadian and I wouldn't live anywhere else. I've had more than a handful of opportunities to move to SF, NY or Seattle with a job offer for double my current pay and I refused every time. You under estimate the value of living in a relatively sane country despite poor decisions made by our leadership in the past, because they are at least not made by a crazy person. I make close to 300k CAD a year and I've worked from home exclusively for the past 6 years. Canada is a fantastic place to live for skilled workers.

AccidentalVillager

When SF outages hit this was first ticker i recalled

Neat_Database6685

Both. It’s a city and the company named themselves after the city/town. It’s right next to Stanford and known as one of the best cities on the SF Bay peninsula…

unhappyreach_

SF?

Small_Mixture_9938

I also doubt the criminality, unless Powells brother won the construction contract or something, but the sales force tower in downtown SF cost half this much for 3x the square footage

0-27

>I don't live in a metropolis Yeah bro you don't need to say it out loud, we know. We know you hate Bill Clinton, big scary cities like SF, you support Venezuela's new leader, you have a beard, and you're self-employed..maybe a tire shop? Tell me how close I am. It's crazy what you can surmise from a single reddit comment.

Crazy_Donkies

Been to LA, San Jose, Escondido, SF,  Napa area, Sacramento, SD, Palm Springs, Monterey, every national park, Tahoe.  Some many times. Every major city in America has better wealth balance than every city in CA.  CA is way out of balance.  

Own-Philosophy-3986

Road trip to SF

Signatureshot2932

And there are million other videos from v14 on HW4 cars. You are generalizing them all into one category. HW4 cars are distinctly improved for FSD hence those are used for robotaxi as well in Austin and SF. To say it’s all bad is just drawing lazy conclusion.

moorhound

>They showed us perfect conditions in easy San Francisco I'd rather smash my dick with a hammer than drive in Sac Francisco. SF is like the BUD/S course for self driving cars

Fit-Alternative-1465

Hey I’m not a person who usually uses driverless cars, but what I’m observing from past 4 to 5 months in SF is Waymo’s are slowly occupying it. Past 11 PM most of the cars rolling on streets are waymo’s and on the weekend the Ratio is like for every 3 cars a Waymo is rolling. Coming to ZOOX they have been training them from past 3 years but they are starting to roll out and they are slowly getting into the pace. You cannot see them frequent because they only gave access to the friends and families of Zoox employees for now. But as per what I heard is many people are interested in Zoox. On the other side I’m using Robo Taxi of Tesla they are pretty good and you will get them half the price of uber/lyft.

eggsforyou

Make that three = ) SF Forum and JPM soon.

Substantial_Sail3339

you in SF?

Ill_Campaign4141

Rip the mayor of the mission SF Kit Kat

dont_downvote_SPECIL

- **Full Self-Driving (FSD) Autonomy**: Musk has repeatedly promised full self-driving capabilities since 2015, predicting availability within 3 years initially, then nearly every year since 2020 (e.g., unsupervised FSD by end of 2024/2025). As of 2026, FSD remains supervised, requiring human oversight, with no Level 5 autonomy achieved. - **Robotaxi Rollout**: In 2019, Musk predicted 1 million robotaxis by 2020; later promises included widespread unsupervised operations in multiple US cities by end of 2025, with fleets covering half the US population. Reality: Limited pilot in Austin/SF with safety monitors, small fleets (~30-130 vehicles), no widespread unsupervised service. - **Model 3 Production Ramp (2017-2018)**: Targeted 5,000 vehicles per week by late 2017, later delayed multiple times. Actual output was far lower (e.g., only 260 produced in Q3 2017 due to bottlenecks), causing "production hell" and extended delays for reservation holders. - **Cybertruck Delivery & Production**: Unveiled in 2019 with promises of production starting late 2021 (starting at ~$40k). Delayed repeatedly to 2022, then 2023; volume production slipped further into 2025/2026 amid quality issues, low sales, and inventory buildup. - **Affordable EV ($25k Model/Next-Gen Vehicle)**: Promised in 2020 as a ~$25,000 mass-market car; plans scrapped or redirected to existing lines by 2024-2025, with no dedicated low-cost model delivered. - **Vehicle Delivery Growth (2025)**: Forecasted 20-30% growth in 2025 deliveries. Actual: Deliveries declined year-over-year, marking the second annual drop. #HOW CAN I TRUST TESLA & ELON MUSK

ak9422

- **Full Self-Driving (FSD) Autonomy**: Musk has repeatedly promised full self-driving capabilities since 2015, predicting availability within 3 years initially, then nearly every year since 2020 (e.g., unsupervised FSD by end of 2024/2025). As of 2026, FSD remains supervised, requiring human oversight, with no Level 5 autonomy achieved. - **Robotaxi Rollout**: In 2019, Musk predicted 1 million robotaxis by 2020; later promises included widespread unsupervised operations in multiple US cities by end of 2025, with fleets covering half the US population. Reality: Limited pilot in Austin/SF with safety monitors, small fleets (~30-130 vehicles), no widespread unsupervised service. - **Model 3 Production Ramp (2017-2018)**: Targeted 5,000 vehicles per week by late 2017, later delayed multiple times. Actual output was far lower (e.g., only 260 produced in Q3 2017 due to bottlenecks), causing "production hell" and extended delays for reservation holders. - **Cybertruck Delivery & Production**: Unveiled in 2019 with promises of production starting late 2021 (starting at ~$40k). Delayed repeatedly to 2022, then 2023; volume production slipped further into 2025/2026 amid quality issues, low sales, and inventory buildup. - **Affordable EV ($25k Model/Next-Gen Vehicle)**: Promised in 2020 as a ~$25,000 mass-market car; plans scrapped or redirected to existing lines by 2024-2025, with no dedicated low-cost model delivered. - **Vehicle Delivery Growth (2025)**: Forecasted 20-30% growth in 2025 deliveries. Actual: Deliveries declined year-over-year, marking the second annual drop. It’s life

benjamming124

There’s plenty of liars here but certainly not everyone. His situation is realistic if he’s in Tech. Also $200K pre-tax salary in CA or NY is very reasonable living, even in VHCOL cities like LA / SF / NYC. Check your math before stating incorrect blanket statements.

DoubleFamous5751

That LLY commercial that just aired on the SF game https://preview.redd.it/c6saugdwv8bg1.png?width=2731&format=png&auto=webp&s=85699005d57ea2f6c7c8a42abbbf03bf0f68235e

tapia3838

Did you miss what happened to Waymo when the power went out in SF? Cars froze, traffic stalled, and the whole “ahead” narrative collapsed in real time. That’s not prime-time ready. Bet you don’t wanna speak on that huh? 🤔

tapia3838

If “ahead” means needing mapped streets, perfect infrastructure, and no power outages, then sure. Tesla’s solving autonomy for the real world, not a tour route. Look at what happened in SF couple weeks ago to Waymo when the power went down.

Signatureshot2932

Those 2 are utilizing same FSD tech! I drive FSD daily with my Tesla. There are plenty of FSDs going around. I get you’ve never been inside of a Tesla so you just parrot something you saw online. And robotaxi is also there in SF now. And they started testing driverless Robotaxi too! Need I go on?

Budget-Dust-7171

Google and Amazon are so far ahead on self driving it’s comical. Google has commercialized the tech for years while Tesla has barely started. Zoox is speed running past Tesla now in SF.

Hot_Sacks

BEST trade you can make today is go black face and move to SF

KittyInspector3217

Its less than half of mine and if hes making this kind of money as an engineer by 30 hes probably in SF Seattle or NYC.

Specialist-Season-88

our economy is falsely propped up by the AI trillions...why do you think Trump didn't send the national guard into SF the epitome of "liberalism" because he knows AI is the only hope 

Ok_Employment_192

Haha it was flight from SF to Germany. I had the impression it was the kind of people who has never been out of their country and doing their first trip abroad. And by the way, why should you go in holiday to germany? Great place for living and working but there isn't much to see. If you want to go on holiday in europe, go to italy, spain or france, what the fuck. But anyway, I also met a lot of kind and very funny americans. I still think you are a bit fucked up, but I actually love you guys ❤️

bdh2067

SF also more at stake in this particular game, no? Bears have already locked up home field for playoffs and such

_176_

> Waymo also went down when traffic lights went out in SF. Tesla robotaxis didn’t need traffic lights to operate. If you actually followed the story, Waymos worked perfectly fine and the one guy who took a Tesla out to see how they'd perform had it run through 3 of 12 lights without stopping. Waymos all treated them as a 4 way stop but, because it was odd to have so many lights out, would ping and ask for a human to acknowledge that they were ok to proceed. It makes sense when you consider there could have been a natural disaster or something else going on when conditions are so far from the norm. The number of Waymos pinging and asking for permission to proceed was too many for humans to handle so they pulled them from service. They have since patched them so it won't happen again.

Fun-Sundae4060

^^^ Absolute moron that still believes what the media reports. Drive a damn Tesla with FSD and you already KNOW how far ahead Tesla is despite being in existence for fewer years than Waymo. Waymo also went down when traffic lights went out in SF. Tesla robotaxis didn’t need traffic lights to operate.

pickleback11

I dunno I've never heard a single person say a single good thing about Salesforce. Just cause he got lucky one time doesn't mean he helped shephard a good product nor does it mean he could do it again. We use SF at work and I would never hire someone that worked to create that platform to work on my team. It's garbage. 

shockputs

Anyone that actually works in Facilities Management know how BS microgrid is for all those examples cited, and especially for the example of the SF power outage.

Calm_Advantage_6264

Worked at Amazon for 6 years. He’s boring but it’s a bad take. Amazon’s value with AI is not a consumer facing product; it’s actually real. They can implement AI on the cost side and see a ton of return (ex. load balancing across data centers for web hosting and traffic demand), but consumers don’t see any of this. Amazon is also deep into robotics + AI. Ya they could improve Rufus but nobody will care about chat bots in 5 years. Investors will definitely care if the retail business margins suddenly start to match AWS because labor cost is minimal.  Include most SDEs in that too (thats why you’re saying salaries are lower; they don’t have to provide as much incentive because they know their roadmap). Eventually you’ll have one principal SDE managing 10-20 agents. Eating a low salary right now = some idea of job security later (hopefully). Toss in massive increases in online grocery traffic/revenue, covering nearly 90% of the US population with sub-same day delivery, and a pharmacy business that’s basically 1 day old, there’s a lot to bite off. Zoox also is doing autonomous taxi rides in SF and Austin. Kuiper  revenue.  It’s one of the few companies that can actually use AI right now for real and they’re not trying to copy chat gpt. Retail margins through autonomous robotics is their goal.  Knowing the culture inside, it blows for employees but man they get shit done. As an employee it was terrible, but as an investor it was kind of refreshing. They don’t fucking waste a dollar. 

Patrick_Lawson84

Which shyts can go flying on SF power outages?

SpoilerGoblin

Hell yeah energy storage etc. Especially amid blackouts in SF