San Francisco Is Back — But Only for AI Startups скачать в хорошем качестве

San Francisco Is Back — But Only for AI Startups

Is San Francisco really back? In this interview, we break down how the SF office market has evolved post-pandemic and why AI startups are driving a powerful rebound in demand. I sit down with Matt, Senior Vice President at CBRE, one of the largest commercial real estate companies in the world, born and raised in San Francisco, to discuss what’s actually happening on the ground—from vacancy rates and rising demand to why top-tier office space is hotter than ever. We unpack how AI companies are reshaping the city, why founders are moving back to in-person work, and what startups should know before signing an office lease in 2026 (and check out the view from the top of the Salesforce Tower!) You’ll learn: Whether San Francisco has truly recovered—and what the data says Why AI startups are leasing office space faster than ever Current SF office rents and what deals look like today Why founders are skipping coworking and renting offices earlier The most in-demand neighborhoods for startups Common mistakes founders make when choosing office space What office perks actually matter in 2026 Whether you’re a founder, investor, or operator thinking about office space in San Francisco, this conversation will help you understand where the market is headed—and how to make smarter real estate decisions. 🔔 Subscribe for more conversations with founders, investors, and operators shaping the future of tech 💬 Drop your questions or thoughts in the comments 🔗 Connect with Matt on LinkedIn:   / mattmanteuffel   About the host Dasha is the host and producer of Talks With Dasha, founder of Women Tech Meetup (10,000+ female founders and women in tech), Venture Capital Contributor at Forbes, and GTM at Puzzle. LinkedIn:   / dashashunina   X: https://x.com/dasha_shunina?s=20 Instagram: @feed_my_unicorn Timecodes: 0:00 Intro: why real estate shows how SF changes 0:38 Matt’s SF perspective + pre vs post pandemic market 1:17 Is San Francisco back? K-shaped recovery 2:12 Why top-tier offices are hot again 2:59 What indicators matter beyond headlines 3:23 Vacancy rate: 3% to 32% explained 4:04 Demand is at an all-time high + net absorption 4:39 Why companies want larger offices: AI growth 5:15 Rents now vs pre-pandemic + deal landscape 6:10 Concessions: free rent and buildout dollars 6:40 Most in-demand segment: under 5,000 sq ft 7:37 Who is moving to SF: AI leads the rebound 9:04 Why SF flipped in 2025: politics, narrative, RTO 10:44 Coworking vs getting your own office early 11:33 Why coworking can hurt brand identity 12:45 Why founders are choosing in-person 14:53 Biggest office leasing mistakes founders make 15:58 Premium space is competitive again 16:53 How the modern office has changed 18:34 Neighborhoods in demand: Mission Bay, Jackson Square, Hayes, Mission 19:55 Financial District: options, pricing, convenience 20:42 Most expensive area: Mission Bay 22:26 Beach side requests and why most end up downtown 23:14 Union Square is underrated for startups 25:19 First-time founder: how to start the office search 26:58 First vs repeat founders: different priorities 28:22 Food and culture at the office 28:46 Live-work spaces and hacker house reality 30:12 Can real estate be disrupted? 31:01 Monthly cost estimate for 5,000 sq ft 31:52 SF vs other cities: price context 33:18 Optimize layout and flexibility, not size 34:02 Lease terms and why subleases win 35:01 Plug-and-play furnished offices trend 35:49 Where Matt would lease: Union Square 36:25 SF market outlook: early innings of rebound 38:24 Why 2026 may be a good time to lock in 39:52 How founders should compromise 41:42 Rapid fire Q and A 42:36 Biggest disconnect: construction costs 43:13 Stop optimizing for square footage 44:39 Wait a year: win or lose? 44:45 Office perks that matter in 2026 45:22 CEO offices: less common now 46:02 Final advice: give yourself 3 months 46:26 Wrap-up and closing