The Bay Area ecosystem compounds on itself - $BAY

Discussion

The venture capital density in the Bay Area is still unmatched globally.

More unicorns, more Series A rounds, more successful exits come out of the Bay Area than anywhere else. $BAY is my way of owning the ecosystem that produces these companies.

The ""death of San Francisco"" trade has been wrong repeatedly. I'm on the other side.

Posted May 12, 2026, 6:22 AM UTC

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