Look at how weak new Supply is in California in this data just published by RealPage In particular check out SF, then compare it to the spike in the AI explosion demand we've been sharing from what we see on Zumper SF, and CA in general, needs *far* more new supply 🏗️🏗️🏗️

Congrats to Matt Watson & team Origin!

Congrats ＳＨΛＬＩＮ ΛMIП and team! Zumper mafia! Can’t wait to use this! 🙌

Our baby Zumper becomes a teenager this week! 🎂1⃣3⃣ To date we've helped over 425 million renters find their dream home, while building a profitable company Being CEO has been such a privilege. Thank you to every teammate, investor, user & client - past & present. Onwards 🚀

Epic business. Think I've found every one of my rentals on Zumper over the years. Congrats Anthemos Georgiades and team!

Used to look forward to business travel But now as a dad with 2 kids you have to pick trips so judiciously No dinner time. No bath time. No helping my 4 yo learn to read Easy to take for granted when you do it. You miss it so much when you don’t

En route to my 2nd Blueprint conference in Vegas for @zumper Can't wait to catch up with many of our clients & partners I have a jammed schedule but if there are any must-attend sessions around AI x multifamily & single-family rentals, please let me know! See you soon ✈️

#New: Rent prices (avg 1BR): New York: $4,460 San Francisco: $3,510* Boston: $2,910 San Jose: $2,730 Jersey City: $2,730 Miami: $2,540 San Diego: $2,300 Wash, DC: $2,270 Los Angeles: $2,250 *+10.7% in one year. Source: Zumper

San Francisco is back to being most expensive rental city in the Bay by some distance in our September Zumper data

In a couple of years my bet is this will be 40-40-20 OpenAI - Google - Others

SF’s new hierarchy: 1) GPUs 2) Mansions 3) "Other"