After the fall: San Francisco is on the upswing
After a pandemic-era slump, AI-linked wealth is fuelling a surge in property values. But can new housing and zoning reforms steady the boom and bust cycle?
Related reading
Year in a word: AI bubble
The high priests of Silicon Valley and Wall Street are beginning to acknowledge the excesses of Big Tech valuations
Bubble talk has not damped Silicon Valley AI rush
Venture capital dealmaking on Sand Hill Road is still frenzied despite falls in tech sector shares
How the AI ‘bubble’ compares to history
US stock valuations are higher than before 1929 Wall Street crash but the dominance of a single sector has precedents
Is commercial property’s revival the real deal?
Rise in overall spending driven not by a greater number of deals, but by deals struck at higher prices
AI upheaval shows little sign of lessening
If the boom continues its blistering pace through 2026, the stresses could start to show
Silicon Valley takes stock of the AI bubble
Plus, Karel Komárek, the man bringing the fight to US gambling giants