u/CracticusAttacticus
CracticusAttacticus
CracticusAttacticus
Personally, I highly doubt many votes are being cast on the Israel issue, or really any of the issues that people vociferously debate on this sub.
I think people on Reddit overestimate how much this sort of very online discourse decides votes, and underestimate how much actual community involvement matters. There are a lot of voters who know Wiener or Chan from actual community events and organizations, and see them as someone with tangible impact on their lives in the city.
I assure you that Chan has attended a lot of events and shaken a lot of hands for this city's Chinese community organizations, unions, etc. and those voters will remember that. Same for Wiener, going back to his BoS days. I don't care for Chan's policies at all, but I'm not surprised she has a voting bloc considering how long she's had a political presence in SF.
CracticusAttacticus
Would be too devastating to the communities in Venice and Santa Cruz.
CracticusAttacticus
That's been the standard upper limit, as in "try not to exceed 30%." This graphic implies at least half of renting households are over that, though, which seems pretty problematic imo.
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Surely something like Omakase Group doesn't count as PE? It's basically a local restaurateur who bought or opened several restaurants.
Maybe OP can be more specific about what sort of PE they're trying to avoid, because every restaurant is going to have an owner and a source of funding (i.e. s and/or investors) somewhere in the pipeline.
CracticusAttacticus
My main takeaway from this is that the average renter is paying 30%+ of income in every major US city. That just seems brutal.
CracticusAttacticus
Tbh the Falcons offense looked pretty mid in this game: fewer first downs than the 49ers, 4/12 on third down, fewer rushing yards and passing yards, only 4.7 yards per play. But they had a +4 turnover ratio, so I think the defense did the heavy lifting this time around.
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An L5 engineer at a FAANG-level company will make over $400k these days. I'd say there are probably...100k-200k people employed at FAANG and similar companies (from a comp perspective) in the Bay Area, maybe more. I'd estimate around 40%-50% at these companies are L5 and higher, and a lot of them are married to other L5+ people.
So that could be over 50k households making $800k+ throughout the core Bay Area, before even getting into other industries like finance, law, medicine, etc. It's a drop in the bucket compared to 7.7m population, but it's definitely enough to really screw up the housing market from San Jose up through San Mateo.
CracticusAttacticus
Wiener Chan collab album is going to be fire, but you know Lurie is going to show up uninvited on one track and make it awkward.
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Every AI company has been cooking up the same thing since the OpenClaw craze, Meta just launched slightly earlier and has a big distribution platform.
But none of the AI assistants I've tried seem like retentive products for the average user. I think there is a good implementation of this product that will really see mass adoption, but I don't know who will be the first one to actually figure it out.
CracticusAttacticus
Formerly at Meta, so no current info on what internal metrics look like, but have seen launches like this at more than one big company. The public number is 10m installs, but it feels to me like a product that's going to have a rough retention curve unless Meta can figure out a stickier formula... integrating it into IG is not going to be enough in the long term.
CracticusAttacticus
As someone who's seen a lot of hot product launches stall and either, I think it's way too early to get a read on Muse. 10m installs is just novelty and marketing push; it's not a successful product unless it sustains growth and actually retains users. That second part is the hardest one, and I get the sense that very few users are finding daily use cases for Muse.
It's the first product launch for Meta in a while that hasn't felt like a disappointment, and it does have potential if they can execute better than all the competitors in this space (big if), but I don't think Metamates are feeling confident about this product yet.
CracticusAttacticus
I left a few years ago, but keep in touch with former coworkers at GOOG. Vibes and culture definitely took a hit after the 2023 layoffs: less trust in leadership, more fear about job stability, less WLB for high profile products, more low ratings in review cycles. This is on top of long-standing Google issues, like bureaucratic silliness, glacial promotion pace, and promo logjams at upper levels.
However, I think there's a lot of variance across different teams and PAs, and there are still many where people love their jobs. I think the quality of senior technical people at Google is still quite high, and I miss working with them.
I'd ask around about the specific team you're talking to and try to gauge whether good employees are sticking around in that org.
CracticusAttacticus
This depends on the location, but I find FirnessSF tends to be pretty chill on weekend mornings. Weekdays before and after work are pretty crowded, though, unless you're willing to go after 8pm.
But I feel like every good gym in the city is crowded these days tbh.
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Margin of error is +/-4.6 points, so it's not a super tight range. Technically, the candidates being basically tied is a statistically plausible possibility based on this data.
CracticusAttacticus
This mfer about to step inside Pappadeaux eatin on shrimp
CracticusAttacticus
Maybe the strategy is to send out McCarthy so you get to garbage time as quickly as possible, and then sub in Garbage Time Jameis for a furious comeback.
CracticusAttacticus
Yeah, it was a close game at the end of the third. Then they had drives ending in: punt, Hampton fumble, and Herbert interception.
The Hampton fumble that was returned to their own 16 was what broke their back, I imagine Jim Harbaugh was not super enthused about that.
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My theory is also that this shows the difference a good scheme fit can make. I feel like Walker is the sort of RB who is really good at some things (good vision, lateral movement), but has some major weaknesses (decisiveness, maybe?) In Seattle, this meant he had a lot of negative runs mixed in with 20+ yd breakouts. I think the Seattle run scheme is probably built more for a back like Charbonnet tbh.
The Chiefs' scheme helps maximize his strengths and minimize his weaknesses, and his strengths are so exceptional that the results have been outstanding.
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You'd have to audit their books to figure that out, and even then there's room for disagreement. Also matters how much of that $22.5b is asset value vs. other transfer costs. But that's why there's a discussion ongoing, and I assume these things usually get resolved with lawyers and a contract.
My point is that looking at the company's market cap doesn't really tell you much unless you're trying to buy the whole balance sheet.
CracticusAttacticus
I considered FitnessSF and Equinox, and have been a member of FitnessSF for a few years at this point. I'd evaluate them like this:
Workout equipment and space: FitnessSF generally has more and better machines and weights, especially the newer TransBay location (probably Polk will as well). Studio space is more or less equivalent.
Non-workout equipment: more limited at FSF, but we'll see about the Polk location. I think Equinox has better facilities for things like sauna, if that's part of your routine.
Classes: decent at FSF, probably slightly better at Equinox?
Vibe and cleanliness: prett good at both (better than LiveFit I should think).
Crowdedness: they're all going to be crowded in peak hours
People: mostly the yuppie crowd at both, and people are pretty polite and respectful. Definitely some social workout groups at FSF.
Cost: FSF is considerably cheaper than Equinox for me, although still not cheap.
I'd say FSF is better if your main focus is lifting weights and exercising, but if you care more about classes and recovery/wellness facilities you might prefer Equinox.
CracticusAttacticus
Look at their balance sheet; things like market cap and equity are what you get after you balance assets against liabilities and make adjustments, which reflect the future cash generation potential of the company.
As of their last report, PG&E has $144b in assets, including $134b in PP&E (the category that will include most physical infrastructure). That's balanced against the liabilities they took on to finance those assets, so unless SF is planning to take the debt along with the assets, the price tag is going to look high compared to company valuation.
CracticusAttacticus
I mean...they did lose that game by 12 points to the Raiders, so maybe that's not exactly their blueprint for success.
CracticusAttacticus
Like OP, I recently joined an AI-first growth startup, and a lot of what he describes is similar to that I'm seeing (although we're >500 people so we aren't vibing quite so furiously).
It's uncomfortable and disorienting, but I feel like we also have to recognize that some parts of the software engineering process are changing. There are parts if the codebase where you can define inputs and instrumentation, but mostly just push generated code, like the source code generation is an industrial process instead of craftsmanship. There were already pieces of many codebases like this (e.g. deterministically generated SQL), but now it applies to a bigger and more sophisticated position of the source code.
The advantage is speed and range of execution, but it introduces a new set of risks and problems. I think we'll reach a point where well-instrumented, stable code generation is a part of the typical eng workflow, but in the near-term we're going to keep discovering the pitfalls of this process the hard way.
So tl;dr, it's messy and often painful right now, but also shows how software engineering workflows are changing and will probably be something we all need to use within 5-10 years.
CracticusAttacticus
I think these numbers are going to vary per person. I'm 5'9", 165 lbs and <10% body fat, and go to the gym 5 days per week. I target 2500 calories per day, 2700+ on cardio days, and have still been unable to add weight at all.
You probably need to track calories and weight for a few weeks to figure out your baseline calorie burn for a given level of activity.
I thought this was a sub for shitposts by college freshmen.