All Forum Posts by: Carlos Ptriawan

what I did is I sell Bay Area property (without ADU) and replace with another Bay Area property that already has ADU. Cost to repair is very cheap. he key for this is to find land/home that has large lot and home built around 1950s. Same strategize for the poster, if he intends to live in San Diego then just sell Bay Area homes and purchase another one in San Diego, with ADU.

Building ADU , cynically, is like we're subsidizing California government for housing problem that they're created lol but that's my personal opinion. If you could buy one with existing ADU, all these problem is resolved by itself.

Do not do Ohio/Oregon/Idaho investment B.S. ; just stick to our local neighborhood where to invest.

 it's the other way around, it's going to triple the home price (and restaurant rent)  near Santa Clara's Nvidia headquarters. Buy home next to Jensen Huang's residence , from santa clara to  San Mateo as well lol just buy their land and land lol

These are the cities if one wants to do land acquisition based on data center/AI conviction:

Northern Virginia

• Largest data center market in the world with over 300 data centers and nearly 4,000 MW of power
• Dense fiber connectivity and proximity to subsea cables
• Relatively low risk of natural disasters
• Competitive electricity rates and tax incentives

Dallas, Texas

• Third largest data center market in the U.S. with over 150 data centers
• Central location with excellent connectivity
• Low electricity rates and ample available land
• Minimal risk of natural disasters

Silicon Valley, California

• Hub of tech innovation with nearly 160 data centers
• Robust fiber connectivity and proximity to leading tech companies
• High electricity and real estate costs, but still in high demand

Chicago, Illinois

• Over 110 data centers with 805 MW of power
• Central location serving as connectivity gateway between coasts
• Reliable, mostly underground power grid
• Lower cost of living than coastal cities

Phoenix, Arizona

• Rapidly growing market with over 100 data centers and 1,380 MW of power
• Affordable power and real estate costs
• Robust connectivity and minimal natural disaster risk
• Access to renewable energy sources

 The predictive model is actually very easy to create.
1. You sorted out market and zip code that has positive appreciation
2. You sort everything based on DOM
3. Make time interval, lets say within 3 years period, you check a city that has reducing DOM within 3 years
4. Redfin all these information
5. Results are that Detroit is part of that city. Not surprisingly, ZHVI also has very similar data result
6. You sorted again within the city of Detroit, what home has the lowest gap to the mean
7. There you go, submit your bid

But Privy already does that and few other software too. But honestly you can do the same by just downloading from Redfin data periodically. Been doing that for over ten years now lol

Here's the two cities  if one want to invest a land that has lot of AI talent lol:

San Francisco Bay Area:

San Francisco is the epicenter for AI startups, with AI and machine learning companies raising $12.8 billion across 219 deals through August 2023. 27% of AI professionals are employed in San Francisco, the highest concentration. San Francisco is home to 20 of the best-funded AI companies, more than the rest of America combined. There are 212 notable AI startups headquartered in San Francisco, including leaders like Cruise Automation, OpenAI, Anthropic, Databricks, and Adept AI.

Beijing:
Beijing is home to 1,048 "core AI companies" as of October 2022, making up more than one-third of the total number of such firms in China. Beijing has attracted more than 40,000 AI talents, accounting for more than 60% of China's total in the field. Notable Beijing-based AI startups include Megvii, Momenta, Didi Woya, and CloudMinds, many of which have raised over $1 billion in funding.

Seattle ranks second nationally in AI talent density, which measures how many workers have an AI specialty, according to data from Seattle-based recruiting platform SeekOut.  Seattle is home to many fast-growing AI startups like Lexion, WellSaid Labs, Xembly, Fixie, OctoML, and CLIPr.



While the San Francisco Bay Area remains the undisputed leader, Seattle appears to have the most robust AI talent pipeline and industry presence among other major U.S. tech hubs based on the available data. However, cities like New York, Austin and Boston are not far behind in the race to attract top AI minds and companies.

I think that AI would replace a lot of managers and middle management, they need fewer decision makers; they would also replace a lot of white-collar professional jobs rather than seasonal workers.

There's a cost to generate AI products. Replacing a 20-dollar-per-hour employee doesn't make sense but replacing a recruiter in Google that do nothing and making 175k per year does make sense.

 They call this massive data a "dataset", the learning group as "AI cluster", each chip has different parameters where you can input into this thing, the last nvidia blackwell can accept one mil parameters not small parameter space. 

Thing is the requirement for chatbot parameters is different with a requirement for drug research for example. They are inefficient because the system has to be tuned in so much, that within that 100 mil dataset, perhaps only 18 combinations make sense to become a product.  It would create new job actually, for example, Drug Research Specialist with AI background or Chatbot AI modellers ; or even AI field support. Also @Marcus Auerbach shown a tiny subset of what it can do but it can show its potential more than fruit picking. One city that would develop based on tons of AI would require tons of sensor or IOT-capable device and also a radar system. These are more like "Teslasition" of everything. So one home/field could have massive device.

It would create new workforce, new company and replace the incumbent (again). I think for most advanced company (such as Pfizer vs JohnsonNJohnson), their future lies in how much deep research or drug product they can find through AI.

 What you want is you need to find the "range". Says redfin says 800k-1 mil. Zillow says 950k. Your neighbor A is 1.05M. Yoyr neighbour B is 1.01M. They are all still within the same standard deviation. Market is priced based on auction style, so a lousy house can be sold higher than a good home sometimes depending on seasonality and availability of buyers. 

If your neighborhood area has DOM less than 10 days , many times the Zillow is accurate compare to area with DOM>30. 

Think it like this. Think you live in 1997, there's no cell phone at that time right lol, well there could be some PalmOS or BlackBerry. But 25 years later we don't know that something in our hand would become the command center for everything on how people going to communicate. So in 25 years we will have new device that change how people communicate and to work for good.

This AI, is human behavior transformation, since when people invent the book there's no major changes after that. We used to read book pages by pages to find answer. Say we need three days to read the book.

Now due these GPU , AI can simultaneously read all the book in the word, and summarize it to you , in second. And answer your curiosity in second as well.

The transformation of knowledge here is massive. Before this thread, I don't know exactly the location of Amazon DC (although I work bit on nvidia stuffs lol). But then without  opening google, AI can let me know what is their exact location (in Virginia) and why the Amazon choose that place. Lol. Six months ago this tool is not even available.

Next generation would have more massive knowledge as the process (from reading the book) changes into getting all answers thru AI.  

 What AI would change most is not in the area of physical jobs but in the area of knowledge transformation and decision-making.

If google itself is done deal in 2024, there's chance 3 year high school education can be replaced by 6 months self-study in AI itself.