SF

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

FacetNo6

OP lives in SF, they couldn't rent 30 acres in North Dakota for the same amount they're paying for a broom closet there. Then just quit their job and become a cowboy.

orcassharks

The most expensive American cities are the ones that are walkable like NYC, SF and Seattle. Houston is a shithole full of fat people and fast food.

PaperHandsTheDip

Yah, but then you can say you're from SF

GuyFieriFrostedTips

I don’t care what any you of you homophobes say. I am straight as an arrow but have lived in WeHo and SF. Let me just say, the gays know how to party. Want to party on a random Monday night? Check. Want to go to a warehouse party that goes all night and charges $5 to illegally sell you booze? Check. Want to find literally any drug you want? Check.

GuyFieriFrostedTips

SF is fabulously gay. Maybe the only good thing about it. You’re smoking something, maybe the pole by your preoccupation with the gays.

Iunatic

Very peaceful. Less gay than SF, not gay at all in certain areas. So yes.

GuyFieriFrostedTips

Yes but not SF proper. Absolutely shit hole these days.

HoldMyNaan

Now I feel lucky that our houses are only 1 million, maybe 1.5 minimum in the city. Bargain compared to SF.

PM_asian_girl_smiles

I wish .. SF bay area

mikenekoz

domestic business travel + huge industry and company conferences are still big from my experience hotels heavily reliant on tourists will probably struggle but those filled every week in SF, chicago, etc are probably growing and have been continuously hiking prices

LaMeraVergaSinPatas

I mean I do assume he’s in SF where that’s standard practice

oaklandorbrokeland

nope. fashion is cyclical. baggier stuff is in style now. Vuori and Athleta are becoming more popular as well with Gen Z. I'm from SF and I see many millennials adopting the gen z fashion trend of baggier fits now too. Just ask any of your girl friends *tho this may be quite the ask if "hot girls wear lulu". I'm sure the answer will be no

zxc123zxc123

Because everything is about perspective and context? Person A might say "It would be pretty fucking life changing for most of the population. How are people this out of touch?" because they feel it's a lot. Person B might say "Millionaire" doesn't mean what it used to tho." because they live in HCOL area like NYC/SF working a professional job where they make $200K a year, have $300K in student loan debt, has a 401K that appreciated past $2M recently, and recently bought an apartment that's $1M but appreciated to $1.5M but still have $700K in debt. Person C might say "It's not people being out of touch but more like everything is about perspective and context?" because they bother to differentiate a 70yr old living with a 65yr old spouse with a 2 homes, a slush fund from selling their small small biz, support from children, no chronic conditions, and a $2-3M IRA might see $1M differently than say an 18yr old impoverished kid in Appalachia suffering from abuse who wants to move out with his 16yr old little sibling.

Jabjab345

Median home price in California is just over 900k, so it just barely covers it. More expensive cities like SF or nice neighborhoods in LA? Not a chance.

nyse25

exactly lol, I hate driving in SF 😭 what about you?

dad191

Completely incorrect. Archer likes to confuse people by stating paper achievements that make it sound like they're the leader, but in fact in the real world they are far behind. Joby, Vertical, and Beta have all transitioned their eVTOLs with a pilot on board. Archer is literally the only one that has never accomplished this task. In addition, Archer has only one aircraft that they have transitioned. It's an engineering prototype manufactured in 2024. Archer has been flying it for years to make transition videos, but meanwhile the aircraft required significant redesigns. The last 2 aircraft Archer released have never transitioned. One in 2025 only flew CTOL. Another released this year has only hovered. It's easy to get confused when you just read Archer's press release, as technically the exact things they say are true, but you need to dig deeper to understand the true meaning. Easiest way to know who the leader is, is to just look at whose flying and what the current aircraft are capable of. Joby has 4 production prototype eVTOL aircraft flying right now. They have flown in Osaka, Dubai, Korea, and through commercial congested airspace in NYC out of JFK and out of Oakland International Airport in The SF Bay Area. Archer flew their CTOL only aircraft in Salinas and their old engineering prototype made back in 2024 in UAE. To answer your question, the reason this is commonly stated is that Joby is far ahead of ACHR by years. Do some DD, and dig deep and ask questions and see the truth through the Archer press releases.

pilot-wave

Buying an SF90 with a 2.4M portfolio seems wildly irresponsible tbh. I hope you have a few mil more somewhere else.

crustang

I have in previous jobs, the company I used to work for basically had a tech slush fund outside of their core competency because their SF PE shareholders wanted to tell their buddies how tech they were. There was other grifting, but the place was/is toxic and most everyone hated each other.

Aggressive-Pace-596

agreed ... 5th generation SF'er ... IMO, ALL tech bros ruined that city, and FB had a HUGE hand in ruining the country by pandering to $$$ and sucking off Trump

J_Tumes

Why would they close when ultimately they are convicted they will win….? Just like you wouldn’t close your position if you were convicted. I can bet you they found some recycled shares to short today. If you have RH, watch the SI and SF tomorrow and see where it lands. I bet you were in at 42-43%.

I-N00b-hi

It’s already doing mass layoffs for tech white collar but rent prices are going up in SF/Bay Area due to newly minted millionaires due to AI boom

architype

Was it the complexities of buying the land to get from LA to SF?

xTheatreTechie

Californian here, we've been trying to build one from SF to LA for like 20 years now. Its not even a far distance, and it's not even through hilly or mountainous area, I don't know how we've spent billions on this and nothing has happened.

surmoiFire

I am now in SF, where do I find a stripper with 5 houses and a condo? that like 10 mil already

KeyInstruction641

# Peter Thiel moves family to Argentina to flee high taxes — and potential nuclear war, AI meltdown: report Moving SF hot tub operations to Argentina with Sam.

Robert-Gon

Hey Galiano, has Boxabl considered pursuing opportunities in San Francisco with all the new housing laws and rezoning efforts pushing for rapid development? With RHNA requiring 82,000+ new units by 2031, SB 423 fast-tracking multifamily projects, AB 2011 allowing commercial-to-residential conversions, and the new Family Zoning Plan increasing density near transit, it seems like there could be a major opportunity for modular housing at scale. Has Boxabl looked into partnerships or bids tied to projects like Treasure Island, Pier 70, or other large SF developments?

Terrible-Deer1398

I think I saw a homeless bear on the streets of SF. He was muttering smth about “there’s no deal”, “it’s rigged”.

fun__friday

Didn’t Waymo have a similar outage like half a year ago during some SF storms?

Pretend-Ad-9504

If I’m thinking about this correctly, in this example, the property would be 650k and need to rent for 6000/month. Is this correct? Is this realistic? Who rents for 6k/month for any extended period of time outside of NYC and SF?

0621Hertz

That’s not exactly what the CEO of Ferrari said. He said we are never going to “force” a client to buy an electric car to buy a “desirable car”, like the 849 Testaroosa.” That’s a play on words and a typical thing a CEO of a luxury goods company would say for 2 reasons. 1. Ferrari never forces purchases or ever says on the record “you must buy X to receive Y.” But they do have a longstanding policy of rewarding their greatest clients. That being said, the big money Ferrari collectors will absolutely buy this car to be on Ferrari’s good terms, so they can be “rewarded” with the actual desirable cars in the future. They may take a $400,000 loss on owning this car, but they will gain a $4 million profit for being selected for a Ferrari SP4. 2. The 849 Testaroosa isn’t a “desirable” Ferrari. That car is the successor to the SF90. Besides the initial batch of 1,000 or so car, that is a “entry level” Ferrari that you can easily order from the factory with no prior ownership history. You will take a huge loss owning that car, much like the Luce. The “desirable” Ferraris is limited production units like the SF90XX, 296 Speciale, F80, SP3 etc.

betarhoalphadelta

I would pick the plane. I live in south Orange County CA. For work, there is ample reason to make trips to and from San Jose. Seems like an easy win for HSR, right? The proposed LA-SF HSR line is supposed to make a stop in San Jose! But... The devil's in the details. For me to take the Los Angeles -> San Jose route I'd need to start by hopping on a train in Irvine, to Los Angeles. It'll take me 10 minutes to drive to the Irvine station and I need to get there at least 10-15 minutes before the train leaves, so that's \~25 minutes. Irvine->LA is another \~50 minutes. From there I need to build in enough time to catch my train at Union Station. So build in another 20-30 minutes to deal with delays. The Los Angeles to San Francisco route, I've heard best case is a little under 3 hours. Let's just assume it's 2:15 from Los Angeles to San Jose which is an earlier stop. Now I need a rental car or an Uber, which I'll need whether it's air travel or HSR, so we'll assume that's a 15-20 minute process either way. So all in, I'm looking at a little over 4 hours, best case. Compare that to flying. It takes me about 30 minutes to drive to SNA and park. SNA is a quick airport, so I don't need to get there less than about 1:15 before my flight time including TSA (Precheck for me); I can cut it closer but rarely do. The flight is an hour. (I carry on so there's no baggage claim.) Add 20 minutes for Uber/rental. I'm maybe a little over 3 hours total. Generally from what I see, the HSR ticket will be equally expensive to flying, but slower and more of a hassle. Flying gives me the opportunity when I need to, to make same-day trips to and from the Bay Area. Leave in the morning, come back in the evening. Adding an hour+ to each direction of the trip makes that a little more difficult. HSR works if it leaves EXACTLY where you live and arrives EXACTLY where you want to be. But that's not all that common. Here in SoCal, we have 5 major airports (LAX/Burbank/LB/SNA/ONT). The Bay Area has 3 (SFO/SJC/OAK). And there are PLENTY of flights every day between all of them, far more flights than how many trains will run IMHO. Which means it's often easier to get to an airport in either region than it is to get to the HSR hubs, and the massive number of flights give more optionality on schedule. As mentioned, for me to get to the HSR hub (Union Station) I need to hop another train from Irvine to be there, adding an hour of transit time--basically the same amount of time my plane would be in the air, JUST to get to the HSR terminus. So yes, I would choose the plane.

B2BContinuum

i'm on the other side of the Country - in SF, so completely safe from any geys here

Illustrious-Low4128

My CEO (I work at a small sas company out of SF) is saying the cyber security aspect of his business is becoming so important now with AI that it’s his main priority makes me think it’s an even better play. Again it just sounds like too good of an idea.

peanutneedsexercise

Lol yeah If you go to expensive restaurants in SF they’re all booked out and you’d think the economy was roaring.

ajwill0

I work with these sorts of systems (inc salesforce), it’s incredibly difficult to move away from these services, when you weigh up the cost and time of moving (years and millions) you can spend that money and time elsewhere for greater benefit. And there’s no much reason to, what else are you going to use? The AI consumption model which everyone is shifting to will work too. Think of it from a contact centre perspective, $40k for salary, $2k a year for a seat on SF licensing. Now salesforce can get rid of an agent with AI (maybe 1 out of 3 conservatively), charge you $20k for AI tokens, they get significantly more revenue from you and you cut costs…

JChuk99

Buddy you’re delusional. If you live in SF, or LA, or Phoenix you can see that WE ALREADY HAVE L4 CARS. LOOK OUTSIDE WAYMO HAS HAD THIS LEVEL OF CAPABILITY FOR YEARS.

GuyFieriFrostedTips

I genuinely just want people to make money and think any real animosity between Bear and Bull is silly. But I used a harmless crack about Bears chowing down on some man meat like it was a San Francisco street fair (in much fewer words) and BOOM Reddit removed it instantly and accused me of hate! Well, I still love it here and see a 🌈 forming over that foggy SF air.

xbhaskarx

I remember the actual news articles in the SF Chronicle talking about how the stock market would never go down again when I lived there in 1999-2000…

KeyInstruction641

*Never trust a ghey bear. Sam over there in SF hot tubbing with Peter Thiel playing with pee-pees. Now he fukt Elon with it.*