Story
The Bay Area’s AI geography is tightening again
Labs, capital, compute buyers, and talent are clustering even as the products become globally distributed.
Topic dossier · Reviewed
Bay Area
The people, places, institutions, and culture of the San Francisco Bay Area.
Editorial scope
Bay Area
The people, places, institutions, and culture of the San Francisco Bay Area.
Essential coverage
Feature
San Francisco’s second AI city
The current cycle is less about a neighborhood than a network of labs, meetups, houses, and compute buyers.
Research
The geography of the current AI company
Company headquarters and event calendars show a dense Bay Area core with important European and global nodes.
Podcast · Signal Path
Signal Path 08: San Francisco after the model race
A city shaped by labs, startup batches, conference calendars, and the infrastructure of ambition.
Film
South of Market, between releases
A city film about the ordinary geography around extraordinary claims.