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What doom loop? New businesses open in San Francisco

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What doom loop? New businesses open in San Francisco


Some small businesses in San Francisco are opening up and expanding, leading some residents to wonder if the city has turned a corner.

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Cheers and smiles marked the grand opening of a new store on Thursday on Polk Street.

The Bi-Rite, a local grocery store chain owned by the same San Francisco family for half a century, opened its third location in Russian Hill.

“There’s always cycles. There’s always ups and downs. If anyone thinks it’s going to be otherwise, they’re fooling themselves,” said Bi-Rite owner Sam Mogannam.

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Despite the rough post-pandemic recovery for San Francisco, Mogannam remains optimistic.

“There’s a lot of energy and momentum to bring this city back to life,” he said.

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San Francisco resident Isabel Baer said she has noticed a significant change.

“I’ve noticed a quick comeback from COVID in the past 12 months,” Baer said.

New stores are also opening in the San Francisco Ferry Building, where 95 percent of the retail shops on the ground floor are leased out, according to their website.

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“I have noticed it’s busier in the afternoons,” said Oakland resident Traci Lim.

Meanwhile, on Valencia Street, the famed Slanted Door is set to return to its original location for the first time in 20 years.

“We’ve been working with every landlord that has a vacant storefront,” said Manny Yekutiel, who owns Manny’s, an event center and café, and heads the Valencia Merchants Association, representing about 500 independent businesses in the neighborhood.

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“There are four new art galleries that have opened up, that are doing gallery events in just the last six months,” Yekutiel said.

Yekutiel notes that while new businesses are opening, it doesn’t mean it’s easier to do so in San Francisco.

“It’s harder. We have fewer tourists, higher costs,” he said. “But we take chances, we take risks. We’re go-getters.”

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This renewed sense of drive, hope, and hustle is echoed by Mogannam.

“I’m always optimistic about San Francisco. There’s no place more special than this,” he said.

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San Francisco blackout: What we know

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San Francisco blackout: What we know


A fire at a Pacific Gas & Electric substation in SoMa knocked out power to as many as 130,000 customers starting Saturday, leaving thousands in the dark heading into the holiday season and a week of intense storms. Here’s what we know about the outage and state of restoration.

What happened?

The fire began shortly before 1:10 p.m. Saturday at PG&E’s Mission substation at Eighth and Mission streets, initially affecting 40,000 customers. As firefighters worked to suppress the blaze, crews de-energized additional portions of the electric system for safety, causing outages to peak at approximately 130,000 customers.

The fire damaged critical equipment, including a circuit breaker — a safety switch designed to de-energize the system when problems are detected. Firefighters faced unusual complexities suppressing the fire in the multilevel building, including ventilating carbon monoxide before crews could safely enter.

When did power come back?

Firefighters made the building safe for PG&E crews to enter by 6:15 p.m. Saturday. Restoration efforts began immediately. Nearly 32,000 customers were reconnected by 8:45 p.m. Saturday, and about 100,000 — roughly 75% of those affected — were up by 9:30 p.m.

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By noon Sunday, 90% of affected customers had power restored. PG&E initially projected full restoration by 2 p.m. Monday; however, a spokesperson said the utility was extending restoration times (opens in new tab) for the remaining 4,400 customers without power. No time frame has been announced.

A PG&E map Monday afternoon shows lingering outages in the Civic Center and SoMa neighborhoods, as well as scattered pockets in the Outer Sunset and Marina District. | Source: Courtesy PG&E

What sparked the fire?

PG&E says it doesn’t know. COO Sumeet Singh said Monday that the extensive equipment damage makes it difficult to determine a root cause. The utility has hired Exponent, a Bay Area-based engineering firm, to conduct an independent investigation.

“We will determine what occurred to ensure it never happens again,” Singh said at a press conference outside the damaged substation.

Was the equipment properly maintained?

PG&E completed preventative maintenance at the Mission substation in October and conducted its most recent bimonthly inspection Dec. 5. Singh said neither inspection identified any problems.

A man wearing a PG&E hard hat and safety vest speaks at a microphone stand with various news outlet logos, while others in safety gear stand behind him.
PG&E COO Sumeet Singh offers an apology Monday outside the damaged substation at Eighth and Mission streets. | Source: George Kelly/The Standard

Why were the estimated restoration times wrong?

Many customers were irate as they were repeatedly given estimated restoration times that came and went. Singh acknowledged the failure and said PG&E’s estimation systems typically perform well, with more than 91% accuracy systemwide.

“It obviously did not work effectively in the circumstance over this weekend,” Singh said. “We are committed to understanding exactly what happened, why it happened, and owning the fixes.”

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Were other substations damaged?

Residents have observed a large presence of workers at a substation at 24th Avenue and Balboa Street since Sunday, but the utility has not shared details on what is being done there.

Six hulking diesel generators, which one worker said cost $600,000 to operate daily, were parked outside the substation Monday afternoon. The generators are needed to feed power to the grid while both substations are not fully operational. Crews said they are expected to run for at least two to three days.

Two workers said the substation is undamaged and still online, but its output is diminished because it is fed power by the much larger substation at Eighth and Mission.

However, another said one of the substation’s transformers blew out after a power surge following the fire, and the generators are needed to compensate while workers “update the system” of the west-side substation.

How will customers be compensated?

PG&E plans to offer an expedited claims process for affected customers to seek compensation for losses, including spoiled food, lost business revenue, and hotel costs. Singh said details will be available soon on the utility’s website and through customer service.

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He declined to specify compensation limits or provide immediate financial relief, saying customers would need to file claims that PG&E would process quickly. The utility opened a community resource center in the Richmond and partnered with 211 to provide hotel accommodations and food vouchers for vulnerable customers.

Could this happen again?

Singh said PG&E has identified no vulnerabilities at other substations and has made significant upgrades systemwide. Two strong storms forecast for Tuesday and Wednesday (opens in new tab) could bring 4 to 10 inches of rain to Northern California; he said more than 5,500 PG&E workers and contractors are positioned to respond.

The outage occurred 22 years to the day (opens in new tab) after a mass blackout at the same substation in 2003, raising questions about aging infrastructure that Singh did not directly address.



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Fortune Tech: The sheer scale | Fortune

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Fortune Tech: The sheer scale | Fortune


Good morning.  Extremely lean and mean (well, merry, really) for the rest of this week as we head into our annual winter break.

We’ll hang things up for the year on Dec. 24 and pick things back up on Jan. 5. 

Happy holidays. (Yippee-Ki-Yay.) —AN

Want to send thoughts or suggestions to Fortune Tech? Drop a line here.

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What happened when Waymo robotaxis met a San Francisco blackout

A Waymo robotaxi unable to detect traffic lights after a major power outage in San Francisco, California on December 20, 2025.

Tayfun Coskun/Anadolu/Getty Images

An extraordinary experiment happened over the weekend in San Francisco.

What would a fleet of autonomous vehicles do when a widespread power outage knocked out traffic lights across one-third of the city? 

We quickly found out—and the results were plastered all over social media. 

On Saturday afternoon, Waymo vehicles throughout SF opted to stop where they were or pull over and throw on their hazard lights—“blocking intersections” and “compounding gridlock,” observed the San Francisco Standard—leading the Alphabet-owned robotaxi operator to suspend service throughout the city. (It resumed Sunday evening.)

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In a statement, Waymo said that its vehicles are “designed to treat non-functional signals as four-way stops” but “the sheer scale of the outage led to instances where vehicles remained stationary longer than usual.” 

As locals worked through the outage, a moderate debate about the robotaxi fleet continued online. Was it so wrong to expect Waymo’s vehicles to play it safe when infrastructure stopped working? After all, aren’t human drivers predictably chaotic when things go sideways? What exactly should robotaxis optimize for: traffic flow or citizen safety? 

And: Just how safe is stopping if you prompt traffic to go around you?

Waymo resumed service Sunday evening, no doubt grappling with these questions (and what city officials might have to say about them). “We are already learning and improving from this event,” it said. —AN

More tech

Pirates scrape Spotify. Activists Anna’s Archive release hundreds of terabytes of music and metadata via torrent files.

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Shield AI: Sitting at a global inflection point for fully autonomous warfighting.

SoftBank cashes out to back OpenAI. The Japanese conglomerate is looking under every rock to fulfill its “all in” OpenAI funding promise.

Chaos at CISA. A failed, unsanctioned polygraph by its acting director has the U.S. cybersecurity agency in disarray.

PE firms acquire Clearwater Analytics for $8.4 billion. Permira and Warburg Pincus lead the investor group seeking to buy the fintech firm.

Uber goes to London. A robotaxi trial in partnership with Baidu will begin in the first half of next year.

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Data center deals reach $61 billion worldwide in 2025, according to S&P Global.

Chatbots’ uncanny valley. Making AI agents more human-like creates cognitive dissonance and trust issues, researchers say.

Daylight between David Sacks and tech lobbyists. Tech reps say the AI czar’s push to use Trump’s executive order to suppress state AI regulation is the right idea, wrong execution.



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PG&E outage leaves 21,000 customers without power across San Francisco

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PG&E outage leaves 21,000 customers without power across San Francisco


About 21,000 homes and businesses in San Francisco were still without power Sunday morning, a day after a massive outage darkened much of the city during one of the busiest shopping weekends before Christmas, according to PG&E.

What we know:

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The utility said the outage began shortly after noon Saturday in the western part of the city before spreading to several neighborhoods, including most of downtown. 

At one point, PG&E estimated that roughly one-third of all San Francisco customers were without electricity.

Investigators are now working to determine whether the outage is connected to a fire Saturday at a PG&E substation near Eighth and Mission streets.

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What they’re saying:

“We do not know exactly which happened first, meaning if the fire caused the outage or not,” said San Francisco Fire Department Lt. Mariano Elias. “It’s too early to tell at this time, but in order for us to work there in a safe operation, we need the power off.”

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The outage created widespread transportation disruptions throughout the city. With traffic signals dark at major intersections, drivers faced significant congestion in multiple neighborhoods. BART also temporarily closed its Powell Street and Civic Center stations due to the power failure.

The blackout also affected autonomous vehicle service in San Francisco. Waymo temporarily suspended its robotaxi operations, citing safety concerns. Video recorded during the outage showed several of the company’s vehicles stalled in intersections, at times blocking traffic and nearly causing collisions.

In a statement, Waymo said it was “focused on keeping our riders safe and ensuring emergency personnel have the clear access they need to do their work,” adding that it plans to resume service in San Francisco “soon” but did not give a specific time. 

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The Source: Original reporting by Allie Rasmus of KTVU

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