San Francisco

“And San Francisco's is only at like 27% versus what it was in 2019. I mean, everyone is down across the board, but the next lowest is Chicago at like 45%. And even New York, which ranks the highest, is only at like 65 Percent versus the norm of 2019.”

“And then of course, like the AI boom is Bringing a lot of people back here too, and not to mention the return to hybrid or full-time office. So we're bullish on SF.”

“The sophistication of the content conversation in Los Angeles, shocker, happens to be way higher than in New York or San Francisco.”

“Well, but we do know, we know of some schools in San Francisco that now have Waymo drop-off roles for the kids.”

“San Francisco is kind of ground zero for, I think what the future of the liberal side of the house looks like. You had a city that 10 years ago experimented with a lot of deeply progressive policies that largely most of them, you could argue, 80% of the progre…”

“Tech for many years, unlike Hollywood, which is also a good, Segue really tried to stay out of politics, kind of stay as particularly when you look at like, just to use San Francisco as an example, right? Like other than a few key players in the San Francisco …”

“Now Waymo has 22% market share of all taxi journeys in San Francisco, which exceeds the human driver company, or sorry, the human driver company Lyft was the headline.”

“Well, to be clear, I mean, we know for a fact that some private schools in San Francisco is going to have Waymo pickups and drop off for kids. Now, whether that's against the rules or not, I know for a fact that that has happened.”

“The Chinese carmaker BYD is, like, crushing them. Like, they're up 30% year-over-year, already beating Tesla. They just, they're building a new manufacturing plant the size of San Francisco.”

“San Francisco feels like more of an infrastructure town and New York feels like more of an application layer town very broadly.”

“They have Uber black colored ones, and they're driving all over Austin, along with many other species of self-driving cars, and it actually puts San Francisco to shame. Like, Austin feels more innovative than San Francisco.”

“There's a lot of exuberance. There's a lot of excitement. People are wealthy. They're excited about their startups. They're excited about the hype cycle. They're generally excited about the technology, but there's also this angst that I don't know. Everyone I …”

“We've known Daniel Lurie a long time, and when he was running for mayor, I will admit that I was skeptical he would win, and I was skeptical how he would do as mayor. I'm so wrong. He's crushing it, and he's not just crushing social media.”

“Guys, we've deployed a 150 drones per month for like the last year.”

“These folks that are working in AI in San Francisco and, you know, interacting with agents all day. Isolated to Zoom, you know, they actually don't have an emotional outlet. So, like, maybe the emotional outlet is coming out through X and through these types o…”