6 months ago, I moved to San Francisco.
It’s the best place in the world to build, and one of the worst places to stay human. My unfiltered take:
1. SF is both overhyped and underrated
The overhyped part: there are a lot of people with incredible resumes who are deeply unimpressive in real life. They were at the right company, at the right time, in the right market, and got carried by the wave. They made money, got comfortable, and now spend their time “exploring opportunities” over coffee, wasting your time.
The underrated part: the top 1% here is insane. But almost impossible to get. Hiring in SF feels like being a guy on a dating app: everyone you want is out of your league, and everyone in your league wants someone out of theirs. The best people have unmatchable packages, endless options, and are optimizing for maximum impact: labs, frontier companies, or startups raising $100M pre-seed rounds.
If you raised $10M from Tier 1 investors, you’re not hot shit here. You’re a B-player. It’s humbling.
2. There are fewer mission-driven people than I expected
Especially on the application layer. A lot of people are in “secure the bag before it’s too late” mode. And honestly, it gives me the ick.
The real religious builders I’ve met are often in labs, hardware, biotech, deeptech, defense — places where the work is hard enough that you can’t fake obsession.
3. The status game favors builders
This is what SF does better than anywhere else. It rewards obsession. It rewards weirdness. It rewards people who make building their entire personality. Europe punishes that. SF gives it status. If you’ve felt like an outsider your whole life because you care too much, work too much, think too radically, or refuse to be chill about things that matter, this city will make you feel less insane.
4. The market liquidity is absurd
Even if you don’t build a billion-dollar company, if you manage to build a strong product with a great team, someone smart might still acquire you for $ 100M. Yeah I know, it’s not your dream outcome as a founder, but on the days you feel desperate, it helps to keep going.
5. SF does not care about the meaning crisis that’s coming
Anyone paying attention here can feel that something massive is happening with AI. But I’m shocked by how little people talk about the meaning crisis coming next. Everyone wants to talk about AI liberating humanity. Almost no one wants to talk about what happens when work — the thing that gives most people identity, structure, dignity, status, and purpose — starts disappearing. The vacuum will not be peaceful. People are underestimating the chaos that comes from humans suddenly having no idea why they matter. And I really feel like no one cares.
6. Personally, I’ve never been more unhappy
I moved to SF and entered the matrix. I’ve always been intense. I’ve always worked crazy hours. But here, I lost the last parts of myself that were not about building.
I don’t go to events. Most networking events feel like theater for people pretending to be important. The only events worth going to are small, curated dinners with people who are actually alive. I’ve made 0 real friends. I don’t do well with transactionality. I don’t do well with people constantly performing greatness. I don’t do well with rooms where everyone is optimizing and no one is being honest.
So yes, SF is lonely, transactional, delusional, addictive, inspiring, boring, extraordinary, and completely insane.
But it is still the only place to be right now if you’re a founder trying to build the next wave of humanity.
And for now, that’s enough.
With everything happening around Sam Altman
This still has no answer.
Suchir Balaji was one of the key researchers behind early ChatGPT systems.
- He worked at OpenAI from 2020 to 2024.
- He said the company was violating copyright laws.
- He said the entire model was trained on protected data.
- He was ready to testify.
On November 26, 2024
He was found dead in his San Francisco apartment.
Official ruling: suicide, case closed.
But the details don’t sit right.
Signs of struggle, bruises, the apartment in disarray.
His bags still unpacked.
Interviews scheduled for the following days.
His family rejected the ruling immediately.
Months later Elon Musk said “He was murdered.”
He repeated it publicly, multiple times.
Two versions of the story.
One official, one unanswered.
South Korean reporter after experiencing @Tesla FSD (Supervised) in the country for the first time:
"It flawlessly performed all tasks, including obeying traffic signals, staying in lanes, adhering to speed limits, merging, and changing directions. I felt no anxiety or frustration.
Tesla’s FSD capabilities surpassed expectations. Even in heavily congested urban roads, no human intervention was needed. While driving in the right lane on a four-lane road, the vehicle smoothly merged into the left lane when it detected a parked delivery truck ahead. After passing the truck, it returned to the right lane. When making a right turn, it stopped precisely at the crosswalk. It felt as though the vehicle followed traffic laws more accurately than humans."
$4.85M Bay Area home for sale.
Cash not accepted.
Anthropic shares only.
The seller's a banker.
The buyer he wants is a 28-year-old Anthropic engineer.
Who has stock but no cash.
Houses in the Bay are now priced in pre-IPO equity.
This used to be a joke.
Now it's on LinkedIn.
BREAKING: Microsoft stock, $MSFT, falls -5% after announcing that its OpenAI license will now be nonexclusive and it will no longer pay revenue share to OpenAI.
NEW: A Cursor AI coding agent deleted a startup's entire production database in 9 seconds. The agent, powered by Claude, was working on a staging task, found a broadly scoped API token, and executed a volume delete without confirmation. It later confessed in detail, admitting it guessed and violated safety rules.
PocketOS, which powers car rental businesses, lost months of bookings data.
In short, the AI agent rouge.
🚨 OpenAI is reportedly building a phone designed to replace the iPhone.
And it’s further along than anyone realized.
Analyst Ming-Chi Kuo, the same man who predicted every major Apple product cycle for 20 years, just dropped this.
Important details:
1: OpenAI is partnering with Qualcomm AND MediaTek to develop custom smartphone processors, not one chip partner, but two competing giants simultaneously
2: Luxshare has been named the exclusive system co-design and manufacturing partner, the same company that assembles Apple products
3: Mass production is targeted for 2028, the hardware roadmap is already in motion
4: The phone will run OpenAI’s own OS, replacing traditional apps entirely with AI agents that complete tasks autonomously, without you ever opening a single app
5: The processor is being designed around on-device AI performance, with complex tasks offloaded to OpenAI’s cloud infrastructure for seamless integration
6: OpenAI’s core thesis: users don’t want apps, they want results. The phone will continuously understand context, habits, and preferences in real time
This isn’t a gadget. It’s a direct attempt to replace the operating system layer that Apple and Google have owned for 20 years.
I’m doing more research, and what I’m about to post will blow your mind.
You’ll wish you followed me sooner, trust me.
Although this book is a gem as whole, if I had to take away one thing from @markmanson#everythingisfucked book this will be it. I highly recommend this book. https://t.co/PYHfETTQYT
https://t.co/ZhUrnkteW1 Imagine sitting in your Mercedes Benz Mayback, sipping on your $500 cocktail, and you're like, 'Oh, I wish I had a button to make my seat give me a prostate massage.' Meanwhile, the rest of us are just trying to find a car with a decent radio that doesn't make you pay extra for Bluetooth. #LuxuryProblems #FirstWorldProblems #WTFisThis #OverTheTop #RollsInYourPockets