Pinned Tweet
We're continuing to see #AI companies lease office space in #SanFrancisco in high demand... below is just a sliver of those planting roots in the city. DM me if interested seeing our full report #AreaAI
In 12 weeks, we built a research facility that is run entirely by AI.
AI designs, executes, and observes experiments end-to-end across biology, chemistry, and materials science.
We’re introducing SciUniverse: a benchmark that measures AI’s ability to do real-world scientific research.
Since 2010, tech companies have tripled their office footprint share in San Francisco from ~14% to 48% of occupied space.
Not shown in this chart, but VCs have increased their footprint share to ~3% in 2026 to be closer to the tech/AI ecosystem.
The # of new companies formed in San Francisco since ChatGPT launched in 2023 is remarkable...
2016-2022: ~480 VC-backed firms founded per year
2023-2025: ~900 VC-backed firms founded per year
2026 'New to market' leases have accounted for 35% of all leases YTD in SF (1.1M+ sq ft)
A few stats on AI companies leasing office space in San Francisco in 2026...
- YTD, AI companies have leased over 2.1M sq ft with AI now accounting for over 10% of SF office supply.
- AI companies have executed 115 leases as of the end of July. 44% opened their first office in SF.
- We're seeing increased demand from robotics companies searching for flex/R&D space (this has accounted for 10% of AI leasing YTD).
↗️Over the last 2 years, office job postings in the Bay Area have increased ~45%.
↗️Driven by expanding AI investment, the region is seeing an expansion of employment demand as AI companies continue to hire.
↗️ Bay Area office job postings have averaged a 20% YoY increase over the last 3 months compared to a U.S. average growth rate of 13%.
Will Cassriel retweeted
Introducing Aidan, your newest AI employee
Aidan is the first computer-using AI built for realtime conversation
We’ve raised $45M from @sequoia and @8VC to bring Aidan to the world
@NotionHQ and @DecagonAI already use Aidan to run customer interactions. This is how @sablehq works:
Helping a client sublease this space in Downtown San Francisco. Available now and comes fully furnished. DM me if interested 🙌
Helping a client sublease office space in Hayes Valley... Perfect for early stage startups. DM me if interested 🙌
Will Cassriel retweeted
We don't manually test features anymore.
You can now run continuous QA features in Claude using “Feature Review” by Ranger.
Feature Review is an always-on AI QA that runs in the background, fixing features while providing you and your team with full visibility.
Never ask Claude to fix errors again.
Will Cassriel retweeted
For a decade, techbio optimized the drug discovery "paper mill": more molecules, faster. But the hard part - knowing which ones will work safely in humans - hardly moved at all.
Late last year, I spent time with Axiom Bio, a company built around the idea that the real bottleneck is predicting clinical activity in molecules, *not* merely discovering them.
~$80B in VC funding to San Francisco-based companies Q1-Q3 2025 👀… many early stage companies growing and leasing office space in the city
Will Cassriel retweeted
Happy to see San Francisco on the list of safest cities, 1 of only 2 US cities to make this list.
travelandleisure.com/safest-…
With more and more employees going into the office, BART ridership is up 8.4% YOY. 2/3 of that growth can be attributed to riders entering/exiting BART stations in downtown San Francisco #ReturnToOffice
Will Cassriel retweeted
SF is filling up like a gold rush town right now
Rental market is so insane that my cofounder has been homeless for almost 3 months
Offices moving from Hayes hackerhouses to "The Arena" in the Mission to FiDi high rises, as headcounts increase
Congrats! @NWischoff awesome spot and a pleasure working with you 🙌🏼 @HillyHogan and I are stoked to be a small part of the journey
Congrats @pk_iv @erin_goode! Awesome new HQ for @browserbase 🙌 @JohnRoskos2 and I are stoked to be a small part of the journey. Big things ahead for Browserbase 🚀
Top 3 U.S. Talent Hubs 2025: NY, SF, LA
While it was a race to find engineers in more affordable locations, we're now seeing the shift to quality / highly productive staff in knowledge centers like NY, SF, LA. Most of them working together in the office rather than remote.
This shift means the gateway markets are growing and the secondary markets are slowing.

















