Reactions from ranked influencers
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SF is the ultimate 'exchange program' of the world. By now, it's irresponsible not to send your execs and top engineers to spend several weeks a year "studying abroad" in SF. The data: 1️⃣ SF in Q1 2026 got 80%+ of venture dollars
There’s an insane amount of alpha in: - People in SF leaving SF to see how people and companies around the world are using AI (hint: most are still using it primarily as search) - People outside SF spending even two weeks in SF to see how people and companies are operating here (hint: many are already living in the future) This may be obvious to some, but the gap right now is staggering. The global diffusion of AI is a massive opportunity.
2️⃣ - SF has 91% of AI unicorn market cap 🤯