SF

Drauren

Should really be not disclosing it on your SF86.

FederalExpressMan

I mean it’s like real estate in major cities like NYC or SF. You’re paying $1m+ for a 1000 sq. Ft. shack built 100 years ago or an apartment that should be worth way less if it was anywhere else.

LostAbbott

Dude wasn't a Wall Street regard.  He was from SF and the big guys didn't like him.  Everything was liquidated yesterday.  It is part of the reason today popped off.

InvincibleRoman

gonna buy some more puts.  my account is all bear gains!!   I already have calls!! its called a house.  I lived in SF since I was 6 years old and I am 40 now and sold the house nearly 3 years ago.  Now its all in another house.  How much upside do I need?!?!?

ZealousidealBee1342

https://markets.ft.com/data/announce/detail?dockey=600-202607290600PR_NEWS_USPRX____SF14625-1

Chrg88

That price buys you a cardboard box in SF

Spiritual-Goat-8711

i was champion in 1990s, but ever since SF2 champion edition i retired

InvincibleRoman

nah i sold my family house in SF and got 1,308,000.   I do 0dte for fun

GneissFrog

>Samsung Electronics, Broadcom Agree on $200 Billion Advanced Memory and Foundry Deal couple more deals likely to follow as the Korea-US meeting in SF yesterday had all the big dogs at the negotiating table next week's playbook might be the same as this past week, long semis in anticipation of hyperscaler capex growth, sell into the pop and short it back down. play the range we're going to be stuck it in for awhile

CrunchyMage

I literally have published Deep Mind papers, live in SF a 10 minute walk from Anthropic and am roommates with an OpenAI member of technical staff leading a research team. I promise I'm not talking out of my ass here, I frequently talk to many people working in these labs. OpenAI is having a hard time raising more at these valuations, and they're delaying IPO BECAUSE their numbers are so bad and they don't think they can get a $1T+ IPO right now. Open source Chinese models are undercutting prices and making it extremely hard to turn a profit on training runs. To increase revenue right now, OpenAI has to increase burn rate, and the ratio of revenue to burn rate has stayed basically the same. They're not getting meaningfully closer to profitability. The subscriptions are INCREDIBLY subsidized. This is well known. I don't even know how you can try dispute that point. API prices are the actual cost of inference + small profit margin. There's so much analysis online showing that you can get like 20-50x more tokens per dollar on subscription if you squeeze every drop than on API. Me personally, I'm easily doing like $4k-5k worth of tokens every month on 2 $200 dollar subscriptions. It's not sustainable. I basically only use Chinese open source or gemini flash lite models in production because the cost to quality ratio is so much better on those.

norcalny_ues

I’m also looking at tickets but for October. Considering flying to SF and then to Tokyo because SF has special flights through Zipair (a subsidiary of Japan Airlines) for under $300 each way. I feel like a lot of people don’t know this. Also select other cities have the same type of tix, I think just less than if you’re flying from San Francisco.

Johns-schlong

Uh, as someone who is in San fransisco pretty frequently, people do in fact jaywalk in SF.

ChiefHippoTwit

Really? He just said no SF contracts till Neutron. They ALREADY got 1.3 Billion for Electron! They will get MORE for Electron just like SpaceX still gets contracts for Falcon 9.

PuzzleheadedChip2720

The solution is the permanent underclass becoming high end baristas for the ultra wealthy. Sell $20 lattes in SF

Own-Philosophy-3986

planning to drive from SF to Houston. any thoughts?

account-names

I explored SF and NYC - considering they both have jobs outside of fashion/hollywood. NYC seemed to win hands down

visionarymind

That’s leaves the fashionistas in SF, the dressed to the nines legislators in the capital, hot wives in OC, & bodacious beach bodies spanning San Luis Obispo to Baja California then Oh, yeah, & the 🅿️®️🔞🧲 capital is in the Valley

_railroaded_

Every other car lol? The rate of teslas is higher in Southern California. It’s maybe 1 out of every 7. Outside of that and the Freemont/SF/SJ/Hayward/Oakland/Union City area: you’re looking at a much lower rate. Hondas and Toyotas seemingly account for over half the cars in the state.

visionarymind

You couldn’t even afford my current suite in SF 😂😂😂🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣

Magikarpical

in SF, starter homes are going for 2m now. i live in the bay, my "starter home" (2/2) cost 1.2m. i have a 45 minute commute to SF. if you go far enough to have a 1.5 hour commute from SF, you can get a starter home for 800k in a shit area or 1m for a decent one.

Samjabr

Why do people act so confused about NYC, SF, etc., sky-high rents. I'm not a "sophisticated" economist, but basically, if you don't build units to at least match population growth, rents go up. I know, pretty mind-blowing stuff. The new housing bill will likely make it worse. They are easing financing... Which means more buyers, and absent corresponding a supply increase, prices will go up even more. The FED can't do shit unless they start building apartments in National Parks. Local governments are the only solution. "The [21st Century ROAD to Housing Act](https://bipartisanpolicy.org/issue-brief/inside-the-deal-whats-in-the-final-21st-century-road-to-housing-act/) is a landmark federal law that **eases housing financing**. By relaxing federal rules on community banks, **broadening access to FHA mortgages**, and streamlining funding processes for affordable housing, the legislation simplifies lending and construction."

Buffett_Goes_OTM

But moving off IBM DB2 is considerable which likely requires IT consultants - or just integrate SF to stream data from DB2.

unhappyreach_

SF bro Come Ill show you

kurai-tsuki

Keep in mind a lot of these technologies have been testing for well over a decade; Audi had cars driving from SF to Vegas without driver input in 2015. You should consider the companies that make key components to ADAS, like lidar, sonic sensors, and GPU/sensor fusion. Velodyne is the only name I know

Independent-Eye9513

How the actual fuck does Cathie wood have a job in finance. I feel like a fucking crackhead from the SF streets could be a better stock picker than her

throwaway9gk0k4k569

It's definitely low and contrarian. I just don't see a new-housing or home-improvement turnaround on the horizon yet. Is there something you see that I don't? I don't think you are wrong, just early. I see the consumer economy pretty bad off right now because of the Iran War oil shock. Inflation is going to be up. Consumers are freaked out and there will be ongoing inflation pressures in food and other commodities over the next 6 months at least. Everything I have heard about the housing season this year is bad, EXCEPT in SF bay area where AI tech is handing out money to a select few who are buying, and a few other specific locations. I remember how long it took for the consumer to turn around after 2009. What was "jobless recovery" then is "K-shaped" now... but worse. I don't know if things actually get better this time without something major happening. I don't know how Trump is going to pay back Pulte.

music_is_gud

Hey, not SF!

oaklandorbrokeland

I'm from SF. 4.8k is not a high mortgage here. Mortgage for SFH is like 5 digits. I would only ever buy a home once you have kids and need to figure out a good school district. Buying a home in an area with shitty schools is a death sentence.

dudeofecon

Agree data is big. All SF startups are just data labeling companies right now Idk about $ZETA. Let us know

Fn_Spaghetti_Monster

What is this screen shot even suppose to represent. It doesn't show the the job title, the location or relevant information. Amazon is not paying 300K for mid level Dev Ops anywhere outside of SF / NYC.

Original_Youth_9168

Reminds me of a former boss of mine that lived in SF Bay Area. She rented a home at an older age and I asked her why she hadn’t bought, her answer was that she was waiting for the market to drop because it would. It’s been 15+ years and the area she lived in has not dropped. She ended up moving a few years ago.

rooneylover6969

I can actively assure you, living in Cali, the teslas on FSD are objectively better than the morons in Porsche (recent example) and most other cars driver by humans near SF.

trackdaybruh

Yeah we know SF is higher, but were talking for the entire state

unameitk

Not homes in SF brodie https://preview.redd.it/di87pq59k5bh1.jpeg?width=1206&format=pjpg&auto=webp&s=bf7dc0f8b24de08eb4f984ddf1d7704f60c34f73

DandadanAsia

OpenAI gonna gift 5% to Trump. We are all gonna be on hook if AI bubble pop thus there is no AI bubble. its a smart move to buy house in SF with OpenAI stocks

unameitk

SF real estate is insane right now. Bought a house in 2024 for $1.8 now valued at $2.3M.🚀🚀

myjumboloanapp

since they’re selling homes in SF for pre ipo stock i’m gonna go half cash half stock

unhappyreach_

in SF Yes

unhappyreach_

Texas is the new SF, last I heard shameful behaviors

dayvieee

If anyone owns property in SF let it be known if the building is over 100 years old, good luck getting property insurance. State Farm dropped us at $8k/year and now we pay $14k/year for some half ass city sponsored insurance

Puzzled-Intern-7897

I personally believe that especially the senior engineers are the ones which are a) not present in a manufacturing company that needs ERP and b) are the least likely to want to put their name under a program which they did not write. ERP is not as important to tech as it is to companies with complicated and internationally integrated logistics. Take any gas turbine manufacturer, they procure parts from both inhouse and foreign suppliers, assemble them in house in NA or EU and then ship them world wide, yet their senior engineers won't be able to create anything close to SAP or SF

NoProfessional4650

Just wired the deposit for my Ferrari SF90. FUCK YOU BEARS LMAO IM UP $1M TODAY

HardwareBase

We used to have them here in SF Bay Area. But now somehow looks like vanished.

Spiritual_Bat7343

the platform vs product framing everyone is using kind of skips the actual question, which is whether AV operators choose to distribute through uber or just go direct. uber only wins the platform argument if spinning up your own rider app and network is harder than renting ubers reach. waymo in SF is the counterexample, theyre running direct, no uber needed. so its not really robotaxis kill uber yes or no. its a margin story. uber probably survives as a distribution layer, but the take rate gets thinner because it no longer owns the supply side. the bull take in here that uber keeps a bigger slice per ride once the driver is gone is likely backwards, you lose pricing power when you dont control the cars and the AV operator does. munich being any carmaker actually fits that, uber renting itself out as distribution. real business, just lower margin than the toll booth people are imagining. and a chunk of this is already in the stock given how its traded.

footnotebrief

yes, price is probably the deciding factor for most people. Waymo is actually already running in SF without surge pricing, which is what Uber is most hated for. If Waymo keeps prices flat and Uber spikes during rain or concerts, the habit breaks fast

footnotebrief

Very good observation Asset-light, third-party fleet, keeps the toll. Exactly. Robotaxis just swap the asset owner, Uber stays the marketplace. But for Waymo. Google doesn't need a marketplace. They have Maps, the data stack, and enough brand trust to own the rider directly. They're already doing it in SF and Phoenix without Uber.

footnotebrief

Waymo's already doing it without Uber in SF and Phoenix. They have Google Maps, the navigation data, the full stack. They don't need the toll booth

OkSupport5990

SF software can be easily replaced by a 20 year old with claude or codex

Puzzled-Intern-7897

Yes, but that goes for software that's basically a fancy excel wrapper. ERP systems like SF or SAP are so deeply embedded in logistics, sales, and accounting that any replication via vibe code needs to be done across departments. I just don't see a large company trusting vibe code from an intern in accounting to handle information channels that need to be secure.

Zenin

>They all hate it and it doesn't work. Which is why you'll now buy Professional Services from Salesforce to customize and fix it for your company. *That* is the real value prop for SF. As customers find they can use AI to fix/customize it faster and cheaper than buying Professional Services, the spend to Salesforce plummets even if you stay a customer of the software.

Danwphoto

Funny my company just switched to SF. Also the hack that happen. Feel bad for my company. They all hate it and it doesn't work.

Puzzled-Intern-7897

Yea, sure. But for e-mails and small coding or data science tasks. Not to rebuild an ERP system from scratch. I don't think a single enterprise on this blue earth will replace SF or SAP with a vibe coded alternative or a full AI pipeline any time soon, as the tracking of responsibilities is the main feature and that cannot be replaced via AI.

Potential-Past-6833

Oh you don’t like having to click a million times in SF to do a simple task? /s

sdmember

you are hitting the nail here but he is talking about SF, another hated one but not as much as NOW

victim_of_technology

It really is garbage and for no reason. It would be so easy to make improvements. When I ask why we don’t improve this terrible workflow the answers I get back make it clear that managers who understand what an efficient UI looks like either have all been purged or just knew to keep their mouths shut. Either way if something better comes along AND is blessed by a few big companies SF is in for a world of pain.

Disastrous_Phone_548

As a SWE in the SF Bay Area with friends @ Salesforce, you're absolutely right. Their engineering team is an absolute mess and generally considered a bottom feeder in terms of tech recruiting. If you can't get into promising startups/scale ups or large tech companies, your last stop is Salesforce/Microsoft/Workday before going to a bank. The only reason Slack isn't f\*ed up is because it is not part of the Salesforce Core tech stack (although Slack's PM seem to be working pretty hard to mess it up in other ways).

Misaiato

Sorry bro - there isn’t a different perspective. You’re doing it right. You’re saving what you can. The hardest thing I suppose is patience. It takes an enormous amount of patience. No secret. No hack. No optimal strategy. No backroom coven of investment wizards that you don’t know about. Patience. Time. Slow and steady. That’s it. My first job out of college I made $24,000 a year. I lived in Japan. I fucking dare someone in NYC or SF or London to yap about HCOL. I know that pain. I lived it. Didn’t go to the bars. Ate the cheapest shit I could find. Didn’t do weekend excursions. Couldn’t afford it. “But YOLO! Live while you’re young!!!” Decry the whiners. They don’t want to get rich. They want to BE rich, now. Impatient. I made a different choice. I saved. Scraps. For literal fucking decades. DECADES bro. DECADES ok? Not fucking years. TENS of years. Now I’m rich. I go on weekend excursions. I go to bars. I’m still alive and I live. All it took was time and a goddamn enormous amount of patience. Either keep on keeping on and you’ll get there - or don’t. It’s that easy. You want it sooner and that ain’t a thing (not without luck). Even hard work and earning more - it STILL takes time. That’s the answer dude. Slow and steady. Never flinch. Never spook. Keep buying what you can. Compounding is happening, it’s just invisible to you right now. But later, you’ll see it.

ragingbull10

Ok sure I can write a SF story that might become true in 50 years but why it justifies the current premium

Juiceboxfromspace

Thats the real bubble. SF teams coming up with this and being like “yeah, thats gonna rock”

dgellow

I thought Patagonia was an SF VC stereotype

CatfishMcCoy

Sounds like Soma district in SF

aazin

White House Oh nvm you're in SF

maltliquorjetski

Back during the wars all the SF guys were roided to the gills, well the ODA guys at least.

AugustusInBlood

you think these guys are making it through basic training let alone SF selection?

Deep__sip

Anyone knows where I can keep 60 tonnes of cocoa in SF? 

PaddingCompression

How has noone yet pointed out the Cow Palace [https://www.cowpalace.com/](https://www.cowpalace.com/) You have a literal palace in SF dedicated to keeping cows, how is that not the obvious place?

tfyousay2me

I agree with your sentiment however let’s not fool ourselves that a company’s cost per employee is just salary. So we’ll get there eventually but I would take your estimate of SF human (inclusive of work device, provisioning across apps, health insurnance, ping pong balls) to raise your estimate slightly. Absolutely AI is going (or already as you say) to cost more than a human especially with how we are using it currently.

Terrible-Deer1398

Just saw a homeless bear on the streets of SF. He was muttering smth about “it’s fake” “there’s no deal”.

CapillaryClinton

Everything he's promised has been a fantasy for years now. 10 billion humanoid robots, hyperloops in vacuums LA to SF, full self driving next year, mars 2030, profit off your tesla, appreciating asset, tunnels of carts for your car under major cities, orbital data centers, Tesla Roadster next year. He's the second biggest liar on earth

KingdeInterwebs

Are you going to do a cattle drive from Dodge City to SF?

SensitiveAd6131

I’d argue SF, but SAP? I don’t think so

harims88

OP thinking how he will transport all those cows to SF

FrankKaminsky

Best retard. Anyway, Cow Palace in SF has you covered

Woofpickle

I have great news. They're being delivered to Dodge City, Kansas. It's your job to arrange haulage to SF. Conveniently though, there is an auction barn in Dodge City, so you can just have them schlepped across the road and sell them at auction. It likely won't be as good as your options, but it's better than nothing.

Reverend_Ooga_Booga

The cow place is who you should be calling Coe palace is south of SF and is a vatige of CA western era.

AverageOk8514

SF union square, it already smells worse than a ranch, might as well

hijackharry

The way shit is in SF, you can probably just keep them outside your apartment and no one would care.

KemperBoyd

Not SF, but it's close https://en.wikipedia.org/wiki/Cow_Palace

TrevaTheCleva

It says they're being delivered to KS, but if you really need a place near SF DM me, I have access to some grazing land close enough to SF.

InerasableStains

Ask the delivery yard how many pens you can fit in an SF 2 bed / 1.5 bath

Pursuitfarms

have a restaurant in SF, and a Wagyu farm about an hour outside. Lmk. GL HF

BakeRevolutionary702

Cow Palace in Daly City, next city south of SF. They host the Rodeo show and beef cattle shows.

Chuckie_r_hangerdeck

Literally going to force SF to clean up the BS!🤣

DuckDucknooose

I actually have a farm near SF in Castro valley if you want to drop em off ….

Excellent-Plum-8355

How about the cow palace SF. DUH

mrtn-92

Finally SF Cow Palace will be put to good use 😂

Dirk_Benedict

I mean, SF literally has a COW PALACE, What are we even talking about here?

patricio87

Buy some land off of Interstate 5 between outside SF for the cattle to live

LyyK

Didn't check the delivery point and assumed OP had to take delivery in SF, woops. Guess I should just take them off OP's hands then

srs_house

Floating Farm is a neat experiment but it's not the most efficient method and relies heavily on the free feed aspect that only works for something that small. They make about 200 gallons of milk a day on their ~ acre. The dairies an hour or two outside SF can make twice as much per cow, 3x from the best herds.

IslandTrust

There’s a Palace for Cows in SF.

tuckedfexas

I’m on SF right not, I can take them back to ID but you’re not getting them back

Illustrious-Boss9356

Lmao paying rent for 60 cows in SF gonna cost you $100k/month.

Such_Coin

I think the bigger issue is transporting them from kansas to SF

South-Attorney-5209

Based on this seems OPs best path forward is to elect caracss delivery, call local slaughterhouse and arrange delivery directly to them. Ship all the meat to SF. Now you have roughly 120 years of beef for a family of 5.

LyyK

I've got a 180 acre cattle and horse pasture just outside SF, let me know if you need a place to keep them while sorting out transport

MetalMasc

LMAO its actually illegal to keep cattle in SF.

ca2mt

Highly unlikely to have a backyard in SF, but he could let em loose on the apartment balcony one at a time.

bumkinas

Clarkson's farm just had an episode show casing high-tech farms in the Netherlands, and one of them was a 30+ cow floating farm in the bay. It basically was a multi-floor concrete operation that allows the cows to graze, get themselves milked, and process the milk into various products, all using city provided grass clippings and waste. Was pretty clever and could be a winning idea in a place like SF.

arrowmarcher

You’re about to start a new Tenderloin in SF