As someone who lives in the area, I like the fact that both BART & Caltrain cross-over right around the airport (I commute to Palo Alto and SF downtown). The addition of a Milbrae to South SF shuttle would cover both options with a single pickup (& even the folks who drive there to take BART to SF).
The Oyster pt marina is connected out of only Alameda & Oakland, but that does beat trying to get to either bridges in general particularly the 8:10 AM ferry out of Oakland / 5:10 out of Oyster pt.
And it is not just 101 northbound for this, taking 280 through 380 isn't too bad either - the traffic jam pretty much starts northbound at Sneath lane.
I'd say that this puts Stripe in a better location for commutes, though far away from all the other offices.
That said, South SF definitely seems like trading a worse commute for anyone in SF or the South Bay who rely on Muni/BART/Caltrain (presumably the majority of current and future Stripe employees) for improved commute options from parts of the East Bay (ferry) & the Peninsula (driving). This seems like a bet on a future tech flight from SF proper (to the Peninsula and East Bay). As someone hitting the point where I'm thinking about where I'd like to raise kids, this doesn't seem like a terribly bad bet to make, particularly as I see places I wouldn't have considered living at 24 evolve towards what I originally preferred about city life.
I only apply for jobs which I can ferry to and it'll definitely enable employees at Stripe live in more affordable locations.
I'm surprised to hear that you didn't support Prop C. I've visited SF and was horrified by the homeless problem there, particularly in the face of huge inequality. Didn't you want to do something about that?
This sentence made me think - I wonder how expensive it would be for a startup to run a private boat commuting service. Google has their buses, but obviously they have near-limitless resources.
What specifically are these options?