Frontier and model labs

Physical Intelligence holds 185,964 leased square feet in San Francisco on the public record

Physical Intelligence has 4 San Francisco locations as of October 2026, 2 of them in Mission. Every location has a published size. Rank 6 of 47 by observed square feet.

Leased square feet where public: 185,964
Locations, October 2026: 4
First recorded presence: April 2024
Rank by observed SF: 6 of 47

Footprint

Observed square feet held, month by month

The line steps up when a deal is reported and steps down when a location's registration closes. The first deal with a public figure is a sublease of 60,000 square feet at 808 Brannan Street, reported in March 2026.

Exhibit 1 Physical Intelligence: observed square feet in San Francisco, monthly from January 2019

Source: DataSF business registrations and DBI permits, SEC filings, press. Observed square feet only. Logos are trademarks of their owners.

View data table

From	Observed SF
January 2019	0
March 2026	60,000
September 2026	156,964
October 2026	185,964

Locations

Physical Intelligence’s San Francisco locations, October 2026

Current locations
Address	Neighborhood	Recorded from	Observed SF	Type	Map	Sources
850 Brannan Street	South of Market	September 2026	80,964	Sublease	On the map	Link
808 Brannan Street	South of Market	March 2026	60,000	Sublease	On the map	Link
2000 Folsom Street	Mission	October 2026	29,000	Lease signed	On the map	Link 1 Link 2
396 Treat Avenue	Mission	April 2024	16,000	Lease signed	On the map	Link

Source: DataSF business registrations and DBI permits, SEC filings, press. Observed square feet only. "Recorded from" is the date of the registration or the press report of a signing, not a move-in date.

Lease tape

Leases and subleases with public square feet

Square feet as each source states them. An expansion that restates a location's total shows as a second row at the same address.

Deals reported for Physical Intelligence
Reported	Address	Type	SF	Prior occupant	Source
March 2026	808 Brannan Street	Sublease	60,000	Airbnb	Link
September 2026	396 Treat Avenue	Lease signed	16,000		Link
September 2026	850 Brannan Street	Sublease	80,964	Airbnb	Link
October 2026	2000 Folsom Street	Lease signed	29,000		Link

Who replaced whom

Space that changed hands

Physical Intelligence took 60,000 square feet at 808 Brannan Street that Airbnb held (sublease, March 2026). Source
Physical Intelligence took 80,964 square feet at 850 Brannan Street that Airbnb held (sublease, September 2026). Source

Same buildings

Other AI companies in Physical Intelligence’s buildings

OpenAI, 2000 Folsom Street

Part of San Francisco AI tenants, a register of 223 AI companies at 271 locations built from public records. See the full leaderboard, the interactive map and the methodology.

Report a correction · Get updates when the register is refreshed

Company names and logos are trademarks of their owners and are shown only to identify them.