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San Francisco

also referred to as: san fran · sf

105 statements across 73 episodes · 46 bullish · 23 bearish · 70 people on the record · first statement Mar 12, 2015 by James Wise · said 1,040 times in 457 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (336), Jason Lemkin (36), Marc Benioff (17), Ryan Petersen (10), Niccolo De Masi (9), James Wise (9), Max Altman (8), Rory O'Driscoll (7)

tap a year for its mentions
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03060201520162017201820192020202120222023202420252026episodes it came up in
00230460201520162017201820192020202120222023202420252026episodesmentions per episode
2026 128 mentions in 45 episodes 3 per episode
2025 119 mentions in 54 episodes 2 per episode
2024 108 mentions in 49 episodes 2 per episode
2023 130 mentions in 49 episodes 3 per episode
2022 41 mentions in 28 episodes 1 per episode
2021 43 mentions in 25 episodes 2 per episode
2020 88 mentions in 31 episodes 3 per episode
2019 125 mentions in 40 episodes 3 per episode
2018 56 mentions in 35 episodes 2 per episode
2017 55 mentions in 39 episodes 1 per episode
2016 93 mentions in 39 episodes 2 per episode
2015 54 mentions in 23 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about San Francisco, oldest first

Mar 12, 2015 positive
Assertion Supported
Wise: London VC is more heavily weighted toward FinTech than San Francisco
“Certainly in London, we are probably slightly more heavily weighted towards FinTech, for example, than we might be if we have a San Francisco fund.”
James Wise Mar 12, 2015 ▶ 4:36 20 VC 019: Funding the Future with James Wise of Balderton Capital
Apr 9, 2015
Assertion Supported
The Last Mile created a simulated web for secure prison coding instruction
“For the coding side, we actually built it out so that it is virtual, so we do the instruction from San Francisco and do a feed into the prison. And we actually, our instructor inside also has connectivity. None of the guys have locally, to their local machine,…”
Chris Redlitz Apr 9, 2015 ▶ 10:05 20 VC 026: Chris Redlitz on The Importance of People, Pivoting and The Last Mile
Aug 17, 2015
Disclosure
Chicago Ventures avoids leading SF and LA rounds without local proximity
“For kind of our investments in SF for LA, we're traditionally not the lead investor because we do like to lead that, leave that to someone who is a little bit closer, can be a little bit more hands-on.”
Ezra Galston Aug 17, 2015 ▶ 9:09 20 VC 063: What It Takes To Standout In A Crowded Market with Ezra Galston @ Chicago Ventures
Aug 31, 2015 positive
Assertion Contradicted
Ljungman: Stockholm matches San Francisco in per-capita billion-dollar startups
“Stockholm now has as many Billion-dollar companies per capita as the U.S. Sorry, San Francisco, and we need one more, and there'll be bigger, you know, so there'll be more, sort of, billion-dollar companies being created coming out of Stockholm.”
Mattias Ljungman Aug 31, 2015 ▶ 17:56 20 VC 067: Scaling Startups Into Unicorns with Atomico's Mattias Ljungman and Carolina Brochado
Oct 14, 2015 neutral
Assertion Supported
Rojas: Betaworks made 25 to 30 percent of investments on West Coast
“Now, Betaworks has done about 25, maybe 30% of its investments historically have been on the West Coast with the majority of those being pretty much in San Francisco, a handful in Silicon Valley.”
Peter Rojas Oct 14, 2015 ▶ 7:56 20 VC 079: BETAWORKS WEEK: East vs West Coast Investing with Peter Rojas, EIR @ Betaworks, Co-Founder @ Weblogs & Engadget
Nov 27, 2015 positive
What-if
Workable could not have hired its first 20 engineers in SF
“It, it's more the fact that the kind of people that came to join Workable in the beginning, you know, our first 20 engineers, We're the kind of engineers that would probably be working at Facebook or Google if we were in in San Francisco. We wouldn't be able t…”
Nikos Moraitakis Nov 27, 2015 ▶ 9:48 20 VC FF 024: Raising $33m in VC Funding with Nikos Moraitakis, Founder & CEO @ Workable
Nov 27, 2015 negative
Opinion
Greece is not the place to build consumer tech hits
“Also we were starting in Greece, so, you know, this is not the place to start the new consumer big hit that is going to become fashionable in San Francisco.”
Nikos Moraitakis Nov 27, 2015 ▶ 3:23 20 VC FF 024: Raising $33m in VC Funding with Nikos Moraitakis, Founder & CEO @ Workable
Dec 23, 2015 neutral
Opinion
Shah: NY builds sustainable businesses; Silicon Valley has a dream mentality
“New York really focuses on building sustainable businesses. Silicon Valley and San Francisco is a dollar in a dream mentality.”
Sumeet Shah Dec 23, 2015 ▶ 17:30 20 VC: Are Unicorns Necessary To Make Big Returns and The Series A Crunch with Sumeet Shah @ Brand Foundry Ventures
Jan 4, 2016 negative
Assertion Contradicted
European startups seeking billion-dollar exits must sell in Silicon Valley
“Well, you endgame, you have to take a plane to San Fran at some point to sell your company, because nobody can swallow a company in Europe over, you know, a billion dollars.”
Morten Lund Jan 4, 2016 ▶ 16:57 20 VC: Morten Lund on Skype, Bankruptcy, Fintech and Why "Banks Are Full Of Lots Of Stupid People Doing Nothing"
Feb 1, 2016 positive
Insight
Mignot: Modern French startups like Algolia target global expansion immediately
“Exalid was a really strong tech You know, take product, but stayed pretty much, you know, very French and academic. While Allegolia was kind of on the same space, you know, went straight away, you know, to YC and had, you know, set up an office in San Francisc…”
Martin Mignot Feb 1, 2016 ▶ 20:01 Index's Martin Mignot on Sourcing Rocketship Companies, Evaluating Founders and His Attitude Towards Risk At The Early Stage
Feb 3, 2016
Disclosure
Eniac Ventures allocated half of its 2015 investments to San Francisco
“If you look at kind of our investments last year, about half were in San Francisco, about a quarter were in New York and about a quarter were We're elsewhere.”
Hadley Harris Feb 3, 2016 ▶ 6:34 20VC: The Evolution Of Mobile & The Importance Of Follow On Funding with Hadley Harris @ Eniac Ventures
Feb 3, 2016 positive
Assertion Supported
Harris: New York is clearly the second-largest US tech market
“I think it's gotten to the point where it's clearly the second biggest market.”
Hadley Harris Feb 3, 2016 ▶ 6:26 20VC: The Evolution Of Mobile & The Importance Of Follow On Funding with Hadley Harris @ Eniac Ventures
Apr 8, 2016 bullish
Assertion Supported
Biyani: Most of Sprig's direct competitors in San Francisco have failed
“At this point, honestly, we don't really think of ourselves as having many competitors, direct competitors, because in San Francisco, most of the direct competitors have either pivoted into a slightly different business or have fallen by the wayside.”
Gagan Biyani Apr 8, 2016 ▶ 12:24 20VC: Sprig's Gagan Biyani on The 3 Principles Of Fundraising and Building The World's Largest Restaurant
Apr 25, 2016 neutral
Opinion
Wise: Talent is San Francisco's sole remaining advantage over global tech hubs
“And I think the one competitive point which San Francisco still leads on, and the one which only a few other hubs in the world can really charge them on, is talent.”
James Wise Apr 25, 2016 ▶ 12:05 20VC: Europe's Youngest Series A Venture Partner, James Wise @ Balderton Capital on How To Get Into Venture & What The Future Of The VC Industry Looks Like
Jun 10, 2016 positive
Opinion
Hiring elite engineering talent in Sydney is easier than in San Francisco
“So we've been very fortunate that it's a lot easier here, I think, to find incredible engineers than it is perhaps in San Francisco.”
Melanie Perkins Jun 10, 2016 ▶ 9:09 20VC: Start Niche, Move Broader & Become Profitable Quickly with Melanie Perkins, Founder & CEO @ Canva
Jan 2, 2017 positive
Opinion
O'Donnell: VC personal branding is essential in SF due to extreme deal competition
“So in San Francisco, where I happen to be visiting right now, I think personal brands and marketing that comes from sort of being public as a VC, it is important because it is extremely competitive here to get into deals.”
Charlie O'Donnell Jan 2, 2017 ▶ 14:22 20VC: Why Companies Going Bust Is Part Of The Plan, Why Most VCs Are Later Stage Than They Think & Why Venture Capital Is Humbling with Charlie O'Donnell, Founder @ Brooklyn Bridge Ventures
Mar 29, 2017 bullish
Disclosure
Friedman: SF Housing Is a Multi-Billion Dollar Opportunity for Tech
“My most recent angel investment is in a YC company called Star City, which is doing local In Star City, one, because I think it's actually a multi-billion dollar opportunity, can make a huge amount of money, but also because I believe that solving the housing …”
Jared Friedman Mar 29, 2017 ▶ 18:36 20VC: How Investors Can Get Into The Best Y Combinator Startups & How YC Startups Should Choose The Right Investors with Jared Friedman, Partner @ YC
Jun 16, 2017 positive
Opinion
Hiring top engineering talent is easier in Europe than San Francisco
“The concentration of, like, good tech people is probably better In Europe compared to, like, the competition you have here in SF. I mean, you have, like, crazy good people here, but the local industry is startup, so you are going to compete with so many other …”
Nicolas Dessaigne Jun 16, 2017 ▶ 13:12 20VC: Is Series B Really The Hardest To Raise? Should The Only Limiting Factor Post Series B Be Cash & When Is The Right Time To Move To The US with Nicolas Dessaigne, Founder & CEO @ Algolia
Jun 16, 2017 positive
Opinion
San Francisco offers a superior talent pool for senior sales executives
“For a company, like a tech company like ours, definitely the talent pool for sales and marketing talents is San Francisco, especially for the highest positions. If you are looking for VP marketing, VP sales, The talent pool is much better here.”
Nicolas Dessaigne Jun 16, 2017 ▶ 12:11 20VC: Is Series B Really The Hardest To Raise? Should The Only Limiting Factor Post Series B Be Cash & When Is The Right Time To Move To The US with Nicolas Dessaigne, Founder & CEO @ Algolia
Aug 11, 2017 negative
Assertion Contradicted
Hargreaves: NYC and SF renters spend up to 65% of income
“In most of these cities, it's well above 50%. In New York, it's between 55 and 60. In San Francisco, it's between 60 and 65.”
Brad Hargreaves Aug 11, 2017 ▶ 7:11 20VC: Why Not Every Element of A Scalable Business Has To Scale, Why You Should Be Bearish on Retail & Why Fewer Businesses Are Getting Started Today Since The Great Depression with Brad Hargreaves, Founder & CEO @ Common
Sep 18, 2017
Prediction Not checkable as stated
Volpi: Establishing a Top Venture Firm in San Francisco Takes Ten Years
“We did not think that index ventures in San Francisco, Would become, you know, a trailblazing firm in a year. This was a ten-year effort for us, and even now, five years into it, almost six years into it, we're sort of midstream on that”
Mike Volpi Sep 18, 2017 ▶ 10:43 20VC: Index's Mike Volpi on Making The Move From Player To Coach, What It Takes To Build Generation Defining Brands & How Europe Really Stacks Up To The US Venture Market
Oct 4, 2017
Disclosure
Shopify acquired Kit CRM to establish its San Francisco office
“Actually, the team in San Francisco was a product acquisition. It was an incredible team out in San Francisco called Kit CRM, which was building a text-based interface to simplify a merchant experience. Their core initial offering was around simple marketing s…”
Bram Sugarman Oct 4, 2017 ▶ 11:20 20VC: Key Questions Entrepreneurs Must Ask in M&A's, Why Acquihires Come In 2 Different Categories & Why M&A Is Lumpy with Bram Sugarman, Director of Corporate Development @ Shopify
Feb 12, 2018
Disclosure
Twitter embedded SF executives overseas for years during global expansion
“So one of the things I did when we opened international offices was I would send a couple of my folks from my leadership team in San Francisco to open the office and stay there for a One to two years as we built that office out and brought in local leaders and…”
Dick Costolo Feb 12, 2018 ▶ 14:06 20VC: Dick Costolo on The Balance of Vision and Realism in Startups, The Biggest Challenge in Scaling Twitter & How To Optimise Decision Making Internally
May 29, 2018 positive
Opinion
Opendoor's value proposition targets Middle America, not San Francisco or New York
“With Opendoor, this is really a middle America play. This is not a play that necessarily resonates in markets where there's a lot of liquidity in residential real estate like San Francisco, Bay Area, and New York, where there also are a lot of VCs.”
Glenn Solomon May 29, 2018 ▶ 22:45 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital
Jun 15, 2018
Assertion Not checkable as stated
The League achieved an 83.8% opening-day yield in San Francisco
“On, you know, on our first launch in San Francisco, 419 out of the 500 people we selected showed up, and that was well above kind of the 70% yield we wanted to get.”
Amanda Bradford Jun 15, 2018 ▶ 11:33 20VC: Why VCs Are Wrong About Single Founders, The Benefits of Party Rounds At Seed and How To Pre-Game Your Launch To Have Customers From Day 1 with Amanda Bradford, Founder & CEO @ The League
Aug 31, 2018 positive
Disclosure
Krim: Casper Employs 50 R&D Staff in San Francisco Casper Labs
“They're actually in our San Francisco office working on bringing next generation of products to market that impact sleep. And it's a group of about 50 folks we call the Casper Labs program”
Philip Krim Aug 31, 2018 ▶ 11:23 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
Oct 26, 2018 negative
Opinion
Phil Libin: Geographical Silicon Valley is less important than ever for innovation
“Silicon Valley, the actual geographical Silicon Valley, and basically San Francisco, and, you know, the area between San Francisco and Stanford is, I think, less important than it's ever been for tech and for innovation.”
Phil Libin Oct 26, 2018 ▶ 7:34 20VC: Phil Libin on Why The Concept of A Silicon Valley Style Startup Is Made To Benefit VCs, Why The Very Structure of Companies Is Outdated and Inefficient & What It Means To Build The Netflix of Product
Apr 29, 2019
Assertion Supported
Smith: Average tech employee tenure in San Francisco is 18 months
“The average tenure of an employee in a competitive market like San Francisco is about a year and a half.”
Sarah Smith Apr 29, 2019 ▶ 23:40 20VC: Why Lead Lime's Series D Funding Round, Why Engineers Are Underpaid & Why 74% of US Venture Firms Still Do Not Have Female GPs
Jun 10, 2019 positive
Assertion Partly supported
Kupor: Uber and Lyft expanded SF taxi market from $100M to $1.5B
“At the time, Lyft and Uber were raising kind of their first couple rounds of financing. I think the taxi market in the, in San Francisco was about a hundred million dollars annually. And I think today, the combined, the two of them do north of a billion and a …”
Scott Kupor Jun 10, 2019 ▶ 11:32 20VC: a16z's Scott Kupor on The Biggest Learnings From Scaling a16z from $300m to $7Bn AUM, The Biggest Mistakes Entrepreneurs Make When Pitching VCs & Why VC Is Simply A Customer Service Business
Jun 24, 2019 positive
Assertion Contradicted
Gurley: Uber in San Francisco was already 10x the local taxi market
“And at the moment he wrote it, the size of Uber in San Francisco was already 10 X the taxi and black car market.”
Bill Gurley Jun 24, 2019 ▶ 12:51 20VC: Benchmark's Bill Gurley on 5 Traits Benchmark Look For When Adding To The Partnership, Why The Abundance of Capital Is Today's Biggest Challenge in VC & The Right Way To Think About Market Size When Assessing Opportunities
Oct 11, 2019 positive
Insight
Carlson: Early-stage startups win tech talent better in Denver than SF
“So you just have to think about it as a different funnel. So I think in San Francisco, the funnel is very, very wide, but your chance at winning at the bottom of the funnel when you're an early stage company is incredibly hard when you're competing with Google…”
Rachel Carlson Oct 11, 2019 ▶ 25:11 20VC: Guild Education's Rachel Carlson on The Benefits of Scaling Startups Outside of Silicon Valley, Why Mission and Margin Are So Tightly Integrated & Why Mums Are The Most Under-Utilised Asset In The Economy
Oct 11, 2019 negative
Opinion
Carlson: Splitting tech and operational teams in different cities is "bananas"
“And so the starting advice was keep your leadership and your tech team in San Francisco and have everybody else go somewhere else more affordable. But I thought that was bananas because I needed our product team to be constantly working with our coaches to bui…”
Rachel Carlson Oct 11, 2019 ▶ 23:42 20VC: Guild Education's Rachel Carlson on The Benefits of Scaling Startups Outside of Silicon Valley, Why Mission and Margin Are So Tightly Integrated & Why Mums Are The Most Under-Utilised Asset In The Economy
Nov 15, 2019
Assertion Supported
Top 10 San Francisco tech companies exceed Australia's entire stock market
“You know, the top 10 companies are worth far more than our entire stock exchange in Australia, and it's because there's this concentration of capital and expertise that just doesn't exist anywhere else in the world, and the expertise is so incredibly important…”
Dom Holland Nov 15, 2019 ▶ 16:14 20VC: Why Speed Is The Biggest Differentiator a Founder Can Have, How To Hire Seasoned Tier 1 Talent To An Early Stage Startup & How To Start, Scale and Manage Remote Teams with Domm Holland, Founder & CEO @ Fast
Nov 15, 2019 positive
Assertion Not checkable as stated
San Francisco has unmatched density of engineers experienced in rapid scaling
“It's not to say that you can't have teams outside of San Francisco, and you can't have people outside of San Francisco, but there's, if you want to build a tech company, you know, there's not a place in the world that has engineers that That have worked at com…”
Dom Holland Nov 15, 2019 ▶ 16:28 20VC: Why Speed Is The Biggest Differentiator a Founder Can Have, How To Hire Seasoned Tier 1 Talent To An Early Stage Startup & How To Start, Scale and Manage Remote Teams with Domm Holland, Founder & CEO @ Fast
Nov 25, 2019
Assertion Contradicted
Montreal's cost of living was 4-5x lower than San Francisco in 2016
“The cost of living was four or five times lower than San Francisco, and then we had these amazing tax credits from the government.”
Josh Buckley Nov 25, 2019 ▶ 10:25 20VC: Why The Best Entrepreneurs Are Cockroaches, What Everyone Underestimates About Customer Acquisition & What You Don't But Need To Know About Payback Periods with Josh Buckley, Founder & Chairman @ Mino Games
Apr 17, 2020 neutral
Disclosure
Kothari: Notion Had 40 Employees And Zero Remote Experience Pre-Pandemic
“Notion as a company, we're only 40 people, so we very much focused on building this small team in our small office in San Francisco, and we had never really worked distributedly before.”
Akshay Kothari Apr 17, 2020 ▶ 17:49 20VC: Notion's Fundraise with Index: The Most Anticipated Deal in The Valley: How It Came To Be | The Future of Remote Work |How Notion Approach The Balance of Growth and Profitability
Jul 3, 2020 positive
Opinion
DeWahl: San Francisco remains the primary hub for tech startup activity
“I'd seen a lot of the most ambitious people I knew moving to San Francisco to start or join startups, and it just felt like this was where the action was. And I continue to think that that's true.”
Julia DeWahl Jul 3, 2020 ▶ 3:32 20VC: Biggest Lessons From Opendoor's Scaling Journey, How To Implement Systems for Growth & The Right Way To Structure Customer Discovery Processes with Julia DeWahl, Angel Investor
Aug 24, 2020
Disclosure
Gumroad laid off 75% of its staff to achieve profitability
“Did a round of layoffs, 75% of the company went from 20 people down to five people, got to profitable, got rid of the San Francisco office, and moved out of San Francisco, left six years in, moved to Provo, Utah.”
Sahil Lavingia Aug 24, 2020 ▶ 4:48 20VC: Sahil Lavingia on Rolling Funds and Their Impact on The Future of Venture, How To Evaluate Market, Team and Product, The Value of Party Rounds & The Pros and Cons of Multi-Stage Funds Investing at Seed
Sep 18, 2020 bearish
Prediction Not checkable as stated
Allred: San Francisco and Palo Alto Permanently Lost Default Hub Status
“I think because of coronavirus, there is now enough of an impetus that it won't be obvious that you should go to San Francisco or Palo Alto anymore, and because of that, I think it will change permanently, and I think more will move to the cloud.”
Austen Allred Sep 18, 2020 ▶ 26:04 20VC: Lambda School Founder, Austen Allred on How To Assess Your Relationship To Risk and Money, Why San Francisco Is A Case Study For The Greatest Squandering of Wealth in History & Why Complexity Increases Exponentially with Scale
Sep 18, 2020 bearish
Prediction Not checkable as stated
Allred Predicts San Francisco Faces Potential Bankruptcy and Budget Disarray
“From a governmental status, I'm sure the budget is going to be a wreck for a while. There is a possibility San Francisco goes bankrupt.”
Austen Allred Sep 18, 2020 ▶ 25:44 20VC: Lambda School Founder, Austen Allred on How To Assess Your Relationship To Risk and Money, Why San Francisco Is A Case Study For The Greatest Squandering of Wealth in History & Why Complexity Increases Exponentially with Scale
Sep 21, 2020 negative
Assertion Not checkable as stated
Alex Pall: Silicon Valley tech workers constantly complain about San Francisco
“I would probably, and this is on behalf of all of our friends we've spoken to in Silicon Valley, I feel like we want to remove them from Silicon Valley and move them somewhere else. Everyone just complains about San Francisco and the culture and everything the…”
Alex Pall Sep 21, 2020 ▶ 22:48 20VC: The Chainsmokers on Raising Their First $35M Fund and Entering The World of Venture, Dealing with Vulnerability and Insecurity Today & How Music and Venture Compare; The Similarities and Differences
Oct 19, 2020 negative
Assertion Supported
Cyan Banister: High taxes and safety issues drive tech exodus from California
“There's a reason startups aren't staying. There's a reason that people are fleeing. That's because of San Francisco and frankly, all of California, you can only tax people so much. And then eventually they're just like, gosh, every dollar I'm making, I take ho…”
Cyan Banister Oct 19, 2020 ▶ 38:46 20VC: Cyan Banister on Her Relationship To Money, Risk, Her Investment Decision-Making Process, Why We Will See A Reckoning in the Early Stage Market, Her Biggest Takeaways from HQ Trivia & The Future of Silicon Valley
Oct 19, 2020 positive
Assertion Not publicly verifiable
Cyan Banister: Gun ownership and support for self-defense are surging in SF
“If anything, the silver lining of all of this is that there's more gun ownership and more people who are pro home and self-defense than ever before.”
Cyan Banister Oct 19, 2020 ▶ 39:57 20VC: Cyan Banister on Her Relationship To Money, Risk, Her Investment Decision-Making Process, Why We Will See A Reckoning in the Early Stage Market, Her Biggest Takeaways from HQ Trivia & The Future of Silicon Valley
Oct 19, 2020 negative
Assertion Contradicted
Cyan Banister: San Francisco DA Chesa Boudin refuses to prosecute crimes
“We have a DA, Chesta, who will not prosecute crimes. I just found out yesterday a friend of mine whose house was burglarized. The perpetrators were let out of San Quentin for COVID. They robbed his house, almost kicked in the door of his neighbor who had a chi…”
Cyan Banister Oct 19, 2020 ▶ 39:02 20VC: Cyan Banister on Her Relationship To Money, Risk, Her Investment Decision-Making Process, Why We Will See A Reckoning in the Early Stage Market, Her Biggest Takeaways from HQ Trivia & The Future of Silicon Valley
Dec 10, 2020 bearish
Opinion
Boufarhat: Setting up a startup in San Francisco may be a net negative
“I think London has now become a Clear option that you could run a very successful business from London, but I think that's happened most other places in the world that I think that probably San Francisco is not where you need to be anymore, and actually it may…”
Johnny Boufarhat Dec 10, 2020 ▶ 26:29 20VC: Hopin, The Breakout Startup of 2020 on Scaling from 10 to 230 People and $174M in Funding in just 13 Months, The 3 Phases of Startup Scaling, How To Lead Remote Teams Effectively, The Future of Events Post-COVID and more
Jan 25, 2021 negative
Insight
Libin: Exceptional talent is global, but opportunity is concentrated near Stanford
“Exceptional talent, like, Mozart-level brilliant, exceptional talent is very, very rare in the world, but it's evenly distributed, and, but opportunity isn't, and so it is bad for the world that so much of the opportunity for crazy, exceptionally talented, cre…”
Phil Libin Jan 25, 2021 ▶ 35:25 20VC: Evernote & mmhmm Founder Phil Libin on Why We are Beginning a Multi-Trillion Dollar Restructuring of the World, Why Shortcuts are the Biggest Mistakes Startups Make & The Future of Video and The Unbundling of Zoom
Feb 18, 2021 bearish
Prediction Not checkable as stated
Gamsari: San Francisco will take a massive long-term economic hit
“I do think San Francisco is going to take a really big hit. San Francisco in particular, maybe California more broadly, but San Francisco in particular is going to take a huge hit.”
Nima Gamsari Feb 18, 2021 ▶ 19:17 20VC Special: The Real Estate Fintech OGs on Why This Is Not The End For The Bay Area and What Can Be Done To Solve It, The Pros and Cons of Working with Corporate Investors and How Leading Their Teams Has Fundamentally Changed in a COVID World
Feb 22, 2023 bullish
Prediction Open · timeframe Feb 2028
Systrom: San Francisco will rebound as top startup center within five years
“But like, mark my words, look back five years from now, and I, you're even seeing the glimmers of it now. Just all these companies getting started. If you look at history, history, what is it? It's like it never repeats perfectly, but it rhymes. And there's no…”
Kevin Systrom Feb 22, 2023 ▶ 1:06:48 Kevin Systrom & Mike Krieger: The Founders of Instagram Reveal their New Project "Artifact" | E981 · 20VC with Harry Stebbings
Mar 11, 2023 positive
Opinion
Amjad Masad: Startups still perform best in San Francisco
“There's something in the air. I don't know what it is, but, like, there's just, like, this, like, optimism, this, like, feeling. I don't know what it is, but it is intangible.”
Amjad Masad Mar 11, 2023 ▶ 51:48 Amjad Masad: How I Founded Replit; Zuck's Famous Saying; Will TikTok be banned? | E987 · 20VC with Harry Stebbings
Jul 21, 2023 bullish
Assertion Contradicted
Tech Talent Is Moving Back to San Francisco for AI
“There's an exodus from New York to SF that's happening. And from, I'm not saying Miami, but from other places where, where people went and it's around AI because the zeitgeist is here.”
Jean-Denis Greze Jul 21, 2023 ▶ 24:22 Jean-Denis Greze: CTO of Plaid, the $18B Fintech Startup; How to Hire, Fire & Build Great UX | E1038 · 20VC with Harry Stebbings
Jul 31, 2023
Insight
Nyatta: Sourcing LatAm Deals in the US Creates Adverse Selection
“There's a lot of adverse selection. There's some founders who Might or might not be great who play really well in New York and in San Francisco. And so if you wait for them to come to you, that's all you'll think Latin America is.”
Shu Nyatta Jul 31, 2023 ▶ 33:58 Marcelo Claure & Shu Nyatta: LATAM's New $500M Growth Fund; Investing Billions at SoftBank | E1042 · 20VC with Harry Stebbings
Sep 25, 2023 positive
Opinion
Benioff: San Francisco is the world's top AI city
“We're in San Francisco, which is the number one AI city in the world. That's where all the talent is and all the great startups and companies”
Marc Benioff Sep 25, 2023 ▶ 1:29 Marc Benioff: The Future of San Francisco and What He Would Do if in Charge | E1064 · 20VC with Harry Stebbings
Sep 25, 2023 positive
Assertion Not checkable as stated
Benioff: San Francisco is the safest and cleanest city in the world
“It's the most beautiful city in the world, and the safest, and the cleanest, and we have the statistics to prove it”
Marc Benioff Sep 25, 2023 ▶ 5:44 Marc Benioff: The Future of San Francisco and What He Would Do if in Charge | E1064 · 20VC with Harry Stebbings
Sep 25, 2023 bullish
Prediction Open · timeframe Sep 2028
Benioff: San Francisco real estate will be sold out again
“I think that San Francisco real estate will certainly be sold out again because of the huge amount of startups that are happening in San Francisco”
Marc Benioff Sep 25, 2023 ▶ 4:33 Marc Benioff: The Future of San Francisco and What He Would Do if in Charge | E1064 · 20VC with Harry Stebbings
Sep 25, 2023 negative
Assertion Supported
Benioff: San Francisco police staffing fell from 2,000 to 1,400 officers
“From the time that Gavin Newsom was mayor to today, we've gone from a little over 2000 cops on the streets in San Francisco now to about 1400.”
Marc Benioff Sep 25, 2023 ▶ 5:27 Marc Benioff: The Future of San Francisco and What He Would Do if in Charge | E1064 · 20VC with Harry Stebbings
Sep 25, 2023 positive
Assertion Contradicted
Benioff: Salesforce is San Francisco's largest philanthropist, donating $250M+
“Salesforce is now San Francisco's largest philanthropist. And we've given more than a hundred million dollars to the children's hospital and more than a hundred and fifty million dollars to the public schools.”
Marc Benioff Sep 25, 2023 ▶ 23:17 Marc Benioff: The Future of San Francisco and What He Would Do if in Charge | E1064 · 20VC with Harry Stebbings
Sep 25, 2023 bullish
Disclosure
Salesforce subleased 250,000 square feet in SF to a year-old startup
“We just subleased a quarter million square feet of space in one of our buildings, the former Slack headquarters. To a company that didn't exist a year ago”
Marc Benioff Sep 25, 2023 ▶ 4:27 Marc Benioff: The Future of San Francisco and What He Would Do if in Charge | E1064 · 20VC with Harry Stebbings
Sep 25, 2023 negative
Disclosure
Benioff: Salesforce threatened to pull Dreamforce until San Francisco leaders delivered
“I mean, I had to kind of lay down the gauntlet. You probably saw that. I had to threaten the city and all the leaders and say, if you guys don't get your act together, we're not coming back, and They delivered.”
Marc Benioff Sep 25, 2023 ▶ 26:05 Marc Benioff: The Future of San Francisco and What He Would Do if in Charge | E1064 · 20VC with Harry Stebbings
Sep 25, 2023 positive
Disclosure
Benioff has personally donated over $1 billion to philanthropic causes
“I've given away more than a billion dollars to all kinds of organizations, mostly in San Francisco, mostly our university, mostly UCSF.”
Marc Benioff Sep 25, 2023 ▶ 14:35 Marc Benioff: The Future of San Francisco and What He Would Do if in Charge | E1064 · 20VC with Harry Stebbings
Sep 25, 2023
Assertion Not checkable as stated
Marc Benioff splits his time equally between SF and Hawaii
“I've always lived half and half, back and forth.”
Marc Benioff Sep 25, 2023 ▶ 2:26 Marc Benioff: The Future of San Francisco and What He Would Do if in Charge | E1064 · 20VC with Harry Stebbings
Sep 25, 2023 neutral
Prediction Not checkable as stated
Benioff: Salesforce team, not CEO, will decide Dreamforce's future in SF
“I'm allowing my team to make the decision. We have a new CMO who. You know, move the Oracle conference out of San Francisco and moved it to Vegas. So it's definitely on his mind that that's a real possibility. I'm going to obviously advocate for San Francisco,…”
Marc Benioff Sep 25, 2023 ▶ 26:22 Marc Benioff: The Future of San Francisco and What He Would Do if in Charge | E1064 · 20VC with Harry Stebbings
Oct 6, 2023 bullish
Opinion
Rauch: San Francisco still holds a significant advantage for startups
“But in this specific place, I still think that SF has a significant advantage, but it's not the only place in which you can do things like this.”
Guillermo Rauch Oct 6, 2023 ▶ 12:11 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Nov 15, 2023
Assertion Not checkable as stated
Traynor: Exceptional had more customers on one SF street than all Ireland
“There was a single street in San Francisco where we had more customers than we did in all of Ireland, to give you an example of the gap.”
Des Traynor Nov 15, 2023 ▶ 3:26 Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
Nov 27, 2023
Assertion Not checkable as stated
Rabois: Only 3 of 254 early PayPal employees lived in San Francisco
“There was three people out of 254 people in the company that, when we sold the company, that could live in San Francisco because the company was based in Palo Alto. There was no extra time to commute between Palo Alto and San Francisco.”
Keith Rabois Nov 27, 2023 ▶ 5:55 Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
Jan 4, 2024 bullish
Prediction Open · timeframe Dec 2028
Lemkin: Half of YC founders staying will transform San Francisco by 2028
“Half are going to stay and Gary's going to do this for a decade. That alone will be transform transformational to SF by, I don't know, 20, 28.”
Jason Lemkin Jan 4, 2024 ▶ 1:04:41 Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
Apr 3, 2024
Assertion Not checkable as stated
Stephens: Thiel Based Founders Fund in SF to Avoid Sand Hill Gossip
“And this, for example, is why Founders Fund was why Peter put us in San Francisco when everyone else was on Sand Hill, because he wanted us to avoid getting caught up in this, like, are they going and meeting all the way down the street with all the other peop…”
Trae Stephens Apr 3, 2024 ▶ 21:21 Trae Stephens: Why No Company is Successful Because of their VC | E1135 · 20VC with Harry Stebbings
Apr 12, 2024
Assertion Partly supported
Blond: Brex opened a San Francisco restaurant when under 100 employees
“We decided at a very early stage, we were less than a hundred employees, we decided that we were going to open a restaurant and lounge. And so we opened a in South park in San Francisco, we opened a Brex lounge on top of a South park cafe, which was a restaura…”
Sam Blond Apr 12, 2024 ▶ 1:05:47 Sam Blond: Why Startups are Doing Outbound Wrong and How to Fix It | E1139 · 20VC with Harry Stebbings
Apr 12, 2024
Assertion Supported
Sam Blond: Brex Scaled Outbound from Personal Networks to Billboards
“At Brex, we started with personal networks, we moved to investor networks, we moved to YC companies, we moved to former YC companies, we then put billboards up all over San Francisco, and we targeted companies that were headquartered in downtown San Francisco …”
Sam Blond Apr 12, 2024 ▶ 50:25 Sam Blond: Why Startups are Doing Outbound Wrong and How to Fix It | E1139 · 20VC with Harry Stebbings
Apr 12, 2024 negative
Opinion
Blond: Opening a San Francisco Restaurant Was Brex's Biggest Mistake
“In hindsight, that was a big mistake. We should have focused on what was working, building a credit card company using our dollars to acquire things like customers, and not, you know, remodeling A hundred year old restaurant that was in dire need of a remodel.…”
Sam Blond Apr 12, 2024 ▶ 1:06:25 Sam Blond: Why Startups are Doing Outbound Wrong and How to Fix It | E1139 · 20VC with Harry Stebbings
Apr 12, 2024 positive
Assertion Not checkable as stated
Blond: Brex Spent $300,000 on Its Initial SF Billboard Launch Campaign
“The very day that we launched in GA the product, we put billboards up all over San Francisco. And I think the campaign cost something like 300,000 dollars over three months, but we were everywhere. And that just made everything easier for us.”
Sam Blond Apr 12, 2024 ▶ 1:03:48 Sam Blond: Why Startups are Doing Outbound Wrong and How to Fix It | E1139 · 20VC with Harry Stebbings
Apr 19, 2024 neutral
Assertion Partly supported
US SaaS customer acquisition cost is two-thirds sales, one-third marketing
“So in the US, the CAC would be two thirds sales and one third marketing because salespeople are so expensive if you're sitting in San Francisco and, or even London for that matter.”
Girish Mathrubootham Apr 19, 2024 ▶ 11:50 Girish Mathrubootham: Biggest Product and Pricing Lessons from Scaling to $597M in ARR | E1142 · 20VC with Harry Stebbings
May 13, 2024 neutral
Assertion Supported
Blomfield: YC requires founders to relocate to San Francisco for batches
“Yes, they, we more or less require everyone to relocate now to San Francisco in the dog patch where we have our office, and spend three to four months there.”
Tom Blomfield May 13, 2024 ▶ 25:15 Tom Blomfield: Do the Best All Raise Pre-Demo Day & YC's Fundraising Advice to Startups | E 1152 · 20VC with Harry Stebbings
Jun 28, 2024
Assertion Not checkable as stated
Vasavada Lived in SF's Crypto Castle With 12 People at Age 16
“So, like, there was a point in time, I was 16 years old. I was living in San Francisco. I was living in the Tenderloin, and then I moved to this house called the Crypto Castle. I was living with 12 people. We shared one bathroom.”
Samir Vasavada Jun 28, 2024 ▶ 47:52 Samir Vasavada: The Real Story of Vise: The Regrets, Mistakes and Mis-Hires | E1171 · 20VC with Harry Stebbings
Aug 30, 2024
Assertion Supported
Uber deployed permanent local teams while Lyft used central launch teams
“I think the big differentiation in Uber versus Lyft is that we had on the ground teams in every market. And, you know, we had an Atlanta city team, we had a Philadelphia team, we had a Chicago team and Lyft operated completely out of San Francisco. So while th…”
Scott Gorlick Aug 30, 2024 ▶ 19:28 Scott Gorlick: How Uber Acquired 1M Drivers & The Uber’s Expansion Playbook | E1196 · 20VC with Harry Stebbings
Sep 16, 2024
Assertion Supported
Shah: 25% of New York Series A deals are in healthcare
“25% of series A's in New York are related to healthcare. That's a really different mix than San Francisco.”
Shardul Shah Sep 16, 2024 ▶ 46:08 Shardul Shah: How Index Makes Decisions & Why Benchmarks & Averages in VC are BS | E1202 · 20VC with Harry Stebbings
Oct 11, 2024 positive
Opinion
McCabe: San Francisco is great for work productivity but lacks social excitement
“SF is just a really, really, really, really fucking great place to get work done. And it can be incredibly boring. Everywhere shuts at 10 or 11. People go to bed on time. Again, really great place to be productive. Great place to balance your nervous system in…”
Eoghan McCabe Oct 11, 2024 ▶ 45:54 Eoghan McCabe, CEO @Intercom: Freedom of Speech, Censorship and Government Control | E1213 · 20VC with Harry Stebbings
Nov 27, 2024 positive
Assertion Supported
Hommels: Uber's San Francisco revenue exceeded the total initial taxi market
“So at, look at my famous quote always is when Uber started in in San Francisco, people said, but the taxi market is only two hundred fifty million, and today Uber's revenue in San Francisco is six hundred million.”
Klaus Hommels Nov 27, 2024 ▶ 21:49 Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231 · 20VC with Harry Stebbings
Jan 31, 2025
Assertion Not checkable as stated
TS Anil Started Work at 2 AM in SF When Joining Monzo
“Because I would start my day at two or three every morning, which is already 10 o'clock or 11 o'clock in the morning here in London.”
TS Anil Jan 31, 2025 ▶ 49:14 TS Anil, CEO @Monzo: From Layoffs, Downrounds and Low Employee NPS, To $1BN in Revenue | E1254 · 20VC with Harry Stebbings
Feb 3, 2025 positive
Opinion
Hyatt: AI startup founders must build in San Francisco to minimize risk
“And so if that's true, and you're trying to risk mitigate all the things that are going to kill you, and it's the age of AI, I don't know why you're not in San Francisco.”
Nabeel Hyatt Feb 3, 2025 ▶ 1:00:36 Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
Feb 12, 2025
Insight
Office expansion succeeds on leadership quality, not location
“For me, the way we operate is that the key is not so much about the country or the city, the key is to find the right director. I mean, you can have the best location, you go in San Francisco or Silicon Valley, and you have an average director, it won't work.”
Fabien Pinckaers Feb 12, 2025 ▶ 37:10 Fabien Pinckaers, CEO @Odoo: The Billionaire Founder Who Doesn’t Care About Money | E1259 · 20VC with Harry Stebbings
Feb 12, 2025 negative
What-if
Opening Odoo's San Francisco office was a mistake
“Retrospectively, if I would have opened it elsewhere, I would have preferred, yes.”
Fabien Pinckaers Feb 12, 2025 ▶ 38:52 Fabien Pinckaers, CEO @Odoo: The Billionaire Founder Who Doesn’t Care About Money | E1259 · 20VC with Harry Stebbings
Apr 11, 2025 positive
Opinion
Stebbings: Building AI Companies Is Easier in London Than San Francisco
“I say that it's easier to build an AI company in London than it is San Francisco. Everyone goes, wah, wah, wah, wah, wah. And it's like, we have the supply of AI talent from some of the best institutions and universities, but crucially, we don't have the churn…”
Harry Stebbings Apr 11, 2025 ▶ 59:21 20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
Apr 17, 2025 positive
Disclosure
Lemkin: Top portfolio startups work 12-hour days, seven days a week in-office
“All the best startups I've invested in are working seven days a week, 12 hours a day in the office, seven days a week, 12 hours a day.”
Jason Lemkin Apr 17, 2025 ▶ 8:10 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
May 23, 2025
Disclosure
ElevenLabs Launching Multi-Channel Enterprise Marketing Push in San Francisco
“We're going to be doing a big enterprise marketing push in San Francisco. We're doing billboards, we're doing podcasts, we're doing newsletters, we're doing events on the ground, and we're not going to measure any one channel in isolation, but instead, we'll l…”
Luke Harries May 23, 2025 ▶ 34:46 20VC: ElevenLabs Head of Growth on Why You Do Not Need PMs | The 7-Part Launch Playbook That Gets 700K+ Views Per Product | The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries
May 29, 2025 bullish
Opinion
Harry Stebbings: Smart founders can recruit better, cheaper AI talent in London
“I think when you dig beneath the surface, the smart ones are going, actually, I can get better people, Often for cheaper in London, where DeepMind is, where unbelievable AI talent is.”
Harry Stebbings May 29, 2025 ▶ 57:03 OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
May 29, 2025 positive
Insight
Lemkin: The constant feeling of failure in San Francisco drives success
“That's the special part of the, of being an SF. You feel like you're failing every day compared to everybody around.”
Jason Lemkin May 29, 2025 ▶ 59:09 OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
May 29, 2025 negative
Opinion
Stebbings: Entrepreneur First 'sold out' by expanding to San Francisco
“EF sold itself out by going to San Francisco. It's a complete sellout.”
Harry Stebbings May 29, 2025 ▶ 56:37 OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
May 29, 2025 bullish
Opinion
O'Driscoll: Top London STEM graduates should relocate to San Francisco
“If every STEM and design graduate from every high quality London college isn't figuring out how to get on a plane and go to San Francisco, I don't know what they're thinking.”
Rory O'Driscoll May 29, 2025 ▶ 53:18 OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
Nov 21, 2025 negative
Opinion
Harry Stebbings says seed-stage investing in San Francisco is for suckers
“I think seed in SF is for suckers.”
Harry Stebbings Nov 21, 2025 ▶ 28:23 20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
Nov 21, 2025 negative
Insight
Altman: Scaling Silicon Valley venture capital degraded interpersonal trust among VCs
“There are still some. There are less. I think when I got there in San Francisco in 2013, it looked a little more like a small, smaller town, maybe Austin or St. Louis, where everyone really trusted everybody. And had deep connection, and naturally it's grown. …”
Max Altman Nov 21, 2025 ▶ 4:41 20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
Nov 21, 2025
Insight
Altman: Successful startups must target at least the entire US market
“Yeah, and I do believe that the majority of the best companies are going to be built from San Francisco, but the people need to be a little bit outward looking in what they're building, because Your market better be the entire United States at a minimum to be …”
Max Altman Nov 21, 2025 ▶ 21:20 20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
Apr 18, 2026 positive
Assertion Not checkable as stated
Jake Paul Is Involved Day-to-Day in Anti Fund's Venture Operations
“I think people don't realize, like, how involved I am, and we're constantly on a day-to-day basis talking, catching up, texting, in a constant flow, weekly calls, et cetera. So very, very involved, and flying to SF multiple times a year, meeting on the ground …”
Jake Paul Apr 18, 2026 ▶ 18:03 Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash · 20VC with Harry Stebbings
May 16, 2026 negative
Opinion
San Francisco is the worst place to start a company
“I think San Francisco is the worst place to start a company because it is so impossible to acquire and retain talent”
Harry Stebbings May 16, 2026 ▶ 1:00:35 The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings
May 16, 2026 positive
Opinion
Being in San Francisco is super important for AI startups
“As we were inflecting, we just needed to be, you know, in that moment, and the amount of ideas that you just osmotically absorb by being there, the kind of talent that you have access to, the kind of mentorship that you have access to, I think it's super impor…”
Shiv Rao May 16, 2026 ▶ 1:01:38 The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings
May 18, 2026
Prediction Not checkable as stated
Browder: Prices for positional luxury goods will go off the charts
“And I think that the price of that will stay the same, but then there's like positional goods. There's only like eight seats in Delta first class. There's only eight houses where they want to buy it, like, On the best road in San Francisco, and the positional …”
Josh Browder May 18, 2026 ▶ 1:08:41 Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
May 18, 2026 positive
Opinion
Browder: San Francisco is far less socially stratified than London
“If you're just like moderately interesting, you can become friends with anyone in San Francisco. It's less stratified. In London, the rich keep to themselves in their fancy clubs. In San Francisco, you can play pickleball with anyone.”
Josh Browder May 18, 2026 ▶ 1:28:31 Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
May 18, 2026 bearish
Opinion
Stebbings: San Francisco is the worst place to start a company today
“San Francisco is the worst place to start a company today because it is so expensive and difficult to acquire talent.”
Harry Stebbings May 18, 2026 ▶ 1:27:24 Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
May 30, 2026 positive
Assertion Not checkable as stated
Laqua: High-growth San Francisco AI company offices are full on weekends
“I mean, if you visit very high growth AI companies, at least in San Francisco you know, the offices are pretty full on the weekends. And I don't think it's a coincidence.”
Nico Laqua May 30, 2026 ▶ 15:59 The Hardest Working Startup in America | Nico Laqua, Co-founder & CEO @ Corgi · 20VC with Harry Stebbings
May 30, 2026 positive
Opinion
Laqua: Dedicated American startup founders must build in San Francisco
“If you, if you're hardcore about startups and you're American, then I think you should go to San Francisco.”
Nico Laqua May 30, 2026 ▶ 26:21 The Hardest Working Startup in America | Nico Laqua, Co-founder & CEO @ Corgi · 20VC with Harry Stebbings
Jun 15, 2026
Assertion Not checkable as stated
SF Uber driver built AI app generating more income than driving
“So as honest as I can get, an Uber driver in San Francisco once told me that he watched one of my YouTube interviews Where I explain how you can build a product or a web app with an AI from scratch. I went on to do it and use AIs to add like billing and all th…”
Aravind Srinivas Jun 15, 2026 ▶ 1:13:56 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jun 20, 2026 neutral
Disclosure
Petersen: Only 4% of Flexport's workforce is in San Francisco
“Like, our team in San Francisco is maybe four percent of the companies based in San Francisco, even though that's where we were founded and where I'm based.”
Ryan Petersen Jun 20, 2026 ▶ 36:41 Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
Jun 20, 2026 positive
Prediction Not checkable as stated
Petersen: Flexport will push employees to move back to San Francisco
“So I'm like pushing, I'm probably, Gonna start pushing more of our employees like, hey, you should come move back to San Francisco.”
Ryan Petersen Jun 20, 2026 ▶ 37:31 Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
Jul 25, 2026 bearish
Prediction Not checkable as stated
Nitski: Forward-deployed AI services are only a short-term enterprise trend
“I think it's the future for the short term as the knowledge of how to use AI gets disseminated throughout industry. We have basically a concentration of a bunch of people in San Francisco who really know how to deploy agents, eval agents, Be AI first in engine…”
Osvald Nitski Jul 25, 2026 ▶ 19:00 Mercor Head of Product on Revenue Concentration from Frontier Labs
Aug 17, 2026 bullish
Assertion Not checkable as stated
Uber's Human-Driven Rides Grow Faster in Top AV Markets Than Nationally
“Even in the largest AV markets, where today we don't have AVs, like San Francisco and LA, our human-driven business is growing faster than the rest of the US.”
Andrew Macdonald (Mac) Aug 17, 2026 ▶ 23:47 Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
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