San Francisco

36 statements across 29 episodes · 7 bullish · 12 bearish · 24 people on the record · first statement Jan 2, 2019 by John Markoff · said 389 times in 183 episodes since 2017 · across every show →

Mentions by year

brought up most by Marc Andreessen (28), Ben Horowitz (20), Devon Zuegel (17), Sonal Chokshi (15), Michael Copeland (15), Benedict Evans (15), Jeff Jordan (11), Erik Torenberg (11)

tap a year for its mentions
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0501002017201820192020202120222023202420252026episodes it came up in
0025041002017201820192020202120222023202420252026episodesmentions per episode
2026 33 mentions in 13 episodes 3 per episode
2025 78 mentions in 34 episodes 2 per episode
2024 26 mentions in 11 episodes 2 per episode
2023 42 mentions in 16 episodes 3 per episode
2022 16 mentions in 4 episodes 4 per episode
2020 4 mentions in 2 episodes 2 per episode
2019 153 mentions in 85 episodes 2 per episode
2018 33 mentions in 15 episodes 2 per episode
2017 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about San Francisco, oldest first

Jan 2, 2019 neutral
Assertion Supported
Markoff: Silicon Valley investment center shifted from Santa Clara to San Francisco
“Richard Florida, about a year ago, did this wonderful bit of research where he basically found the center of Silicon Valley by geo-coordinating current investments, and, you know, once upon a time, the center of Silicon Valley was in Santa Clara, and now it's …”
John Markoff Jan 2, 2019 ▶ 1:24 a16z Podcast | Talking Humans and Machines with NYT’s John Markoff
Jan 2, 2019
Insight
Cranny: Sales reps must walk client halls to map enterprise needs
“And you don't get that sitting in a cube in, you know, San Francisco or Silicon Valley. You get that from walking the halls Of these big organizations and really understanding, you know, what their initiatives are and how you're to be able to map up what your …”
Mark Craney Jan 2, 2019 ▶ 9:00 a16z Podcast | The Why, How, and When of Sales
Jan 2, 2019
Disclosure
Jeff Jordan: My entire OpenTable diligence focused on San Francisco metrics
“And so in OpenTable, the entirety of my diligence on the company was, show me San Francisco. You've been in San Francisco the longest. Show me how the key metrics are going in San Francisco.”
Jeff Jordan Jan 2, 2019 ▶ 20:47 a16z Podcast | Getting Network Effects
Jan 2, 2019
Insight
Jordan: Restaurant marketplace network effects do not translate across cities
“By the way, that was city by city, so the fact that you had sufficient Restaurants in San Francisco meant nothing in Miami, so you started again in Miami, and in Tokyo, and in, you know, in Munich, and it's a slow roll-up.”
Jeff Jordan Jan 2, 2019 ▶ 10:56 a16z Podcast | Getting Network Effects
Jan 2, 2019
Assertion Not checkable as stated
Jordan: OpenTable sales productivity grew from 3 to 20 restaurants monthly
“And so the sales rep that initially in San Francisco and New York sold three restaurants a month, The same reps, in most cases, seven, eight years later, were selling 20.”
Jeff Jordan Jan 2, 2019 ▶ 10:27 a16z Podcast | Getting Network Effects
Jan 2, 2019 negative
Assertion Supported
Rampell: U.S. Crimean sanctions blocked centrally routed payment networks
“Where Putin annexes Crimea, part of the sanctions that the United States government passed to kind of penalize Putin is to say that transactions can no longer happen in Crimea that are centrally routed in San Francisco or New York.”
Alex Rampell Jan 2, 2019 ▶ 13:37 a16z Podcast | The Movement of Money
Jan 2, 2019 positive
Assertion Not checkable as stated
Jordan: OpenTable's San Francisco diligence proved network effects improved key metrics
“My diligence at OpenTable was I looked at San Francisco, which was their first market, and sales rep productivity grew over time. Restaurant churn decreased over time. The number of diners per restaurant increased over time. The percentage that booked through …”
Jeff Jordan Jan 2, 2019 ▶ 22:15 a16z Podcast | The Basics of Growth 2 -- Engagement & Retention
Jan 2, 2019 negative
Prediction Not checkable as stated
Hennessy: California and San Francisco would economically collapse without the tech sector
“You know, our cities and the state have such dramatic issues, and yet you pull out the high tech sector. I mean, the state and the city of San Francisco will collapse.”
John Hennessy Jan 2, 2019 ▶ 23:00 a16z Podcast | From Research to Startup, There and Back Again
Nov 9, 2022
Disclosure
Andreessen: a16z refused to open a San Francisco office for ten years
“We actually even refused to open an office in San Francisco for 10 years because we were just, we wanted like critical mass in the office.”
Marc Andreessen Nov 9, 2022 ▶ 53:58 Why Technology Still Matters with Marc Andreessen
Feb 6, 2023 neutral
Disclosure
a16z made zero American Dynamism investments in San Francisco in 2023
“This year we haven't made a single American dynamism investment in San Francisco.”
Katherine Boyle Feb 6, 2023 ▶ 7:46 Intro to American Dynamism
Feb 6, 2023 negative
Assertion Contradicted
Andreessen: San Francisco authorized only 6,000 new housing units last year
“San Francisco last year, like, authorized, I think, 6000 new housing units, right, which is just like an absurdly low number relative to the demand for people who want to move there.”
Marc Andreessen Feb 6, 2023 ▶ 13:54 Disrupting the World's Largest Asset Class with Adam Neumann
Jun 26, 2023 neutral
Disclosure
Panigrahi: Waymo suspends autonomous operations in heavy snow
“So, we are in that level four with a certain scope, So right now, if we were to begin heavily snowing in SF, which it has, believe it or not last season, there was a little bit of snow we wouldn't operate it.”
Saswat Panigrahi Jun 26, 2023 ▶ 5:41 Are Autonomous Vehicles Finally Here? Buckle up!
Jun 26, 2023 bullish
Insight
Solving San Francisco and Phoenix traffic allows autonomous driving to generalize globally
“Pretty much every good weather city is like a linear combination of those two things, right? So in Los Angeles, Exactly. So you go to West Hollywood, you're much more like a SF style driving. Lots of pedestrians, cyclists, and so on. You go to the LA's you kno…”
Saswat Panigrahi Jun 26, 2023 ▶ 23:09 Are Autonomous Vehicles Finally Here? Buckle up!
Oct 21, 2023 bullish
Assertion Not checkable as stated
Horowitz: SF homeless have better information access than 1980 US President
“And now, you know, the, at least, you know, the kind of poorest people in America, the homeless in San Francisco have better access to information and knowledge than the president of the United States did in, you know, 1980”
Ben Horowitz Oct 21, 2023 ▶ 16:45 Why It's Time to Be A Techno-Optimist
Dec 20, 2023 negative
Assertion Partly supported
Andreessen: San Francisco spends over $1 billion annually on homelessness non-profits
“We spend, you know, like a billion plus dollars to these you know, quote unquote homelessness nonprofits in San Francisco every year. And homelessness keeps getting worse.”
Marc Andreessen Dec 20, 2023 ▶ 35:17 Tony Robbins on the Future of Health & Longevity
Mar 5, 2024 bullish
Prediction Open · timeframe Mar 2029
Sramek: California Forever homes will cost $1M vs $4-5M in Palo Alto
“And then imagine that instead of paying four or five million dollars for a mediocre home in Palo Alto or San Francisco, your employees would be able to buy a nice house for a million dollars.”
Jan Sramek Mar 5, 2024 ▶ 11:36 Rebuilding the California Dream
May 2, 2024 positive
Assertion Not checkable as stated
Horowitz: Poland may have more available tech talent than San Francisco
“There may be more talent in Poland that's available to you than talent in San Francisco.”
Ben Horowitz May 2, 2024 ▶ 6:21 Startup Building: Challenges & Opportunities
Aug 5, 2024
Assertion Partly supported
Waymo operates 24/7 across San Francisco, Phoenix, LA, and Austin
“In terms of where we are today, you know, we are up, you know, driving in all kinds of conditions. We're driving, you know 24 seven in San Francisco, in Phoenix, you know, a little bit those are the most mature markets, but also in L.A. And in Austin, and, you…”
Dmitry Dolgov Aug 5, 2024 ▶ 19:19 How Waymo Is Using GenAI to Build a Better Driver
Nov 12, 2024 negative
Opinion
Andreessen: Cities over-regulate ice cream parlors while giving violent addicts free reign
“If you're a violent, you know, drug addict, you have free reign. On the streets, and if you're going to open up an ice cream parlor, like God help you know, they're going to regulate you.”
Marc Andreessen Nov 12, 2024 ▶ 14:38 Trump is About to Change Everything For Tech Startups
Dec 5, 2024
Disclosure
Tomer London spent an hour daily cold-calling Yelp listings for Gusto
“Whether it's me literally every day going into a room, closing the door and picking up a Yelp page, like hairdressers in San Francisco, and then closing the door, looking at the clock, I have one hour and I'm not going to leave this room until I call for a who…”
Tomer London Dec 5, 2024 ▶ 7:33 How Gusto Used Customer Input to Scale Growth with Tomer London
Feb 14, 2025 negative
Opinion
Sivulka: Outside San Francisco, no one knows what AI agents are
“I think San Francisco, like everyone's, you know, talking about like different pricing strategies for AI agents, and I'm like, you know, outside of San Francisco, no one knows what an agent is at this point in time, so.”
George Sivulka Feb 14, 2025 ▶ 33:54 Reasoning Models Are Remaking Professional Services
Mar 20, 2025
What-if
Jain: Moving 11x from London to San Francisco earlier would have accelerated growth
“Yeah. I mean, there's just so much development happening here and like we learn so much from our peers. Right. Everyone is facing similar problems. Right. And then the rate at which we can accelerate by kind of being in this Mecca, having you know, this collec…”
Prabhav Jain Mar 20, 2025 ▶ 22:26 The Future of Digital Workers
Apr 23, 2025
Assertion Supported
Horowitz: Las Vegas leads US with 94% murder clearance rate
“Las Vegas Was interesting, first, because, ah, it had the highest murder solve rate in the country, with 94% of murders get cleared in Las Vegas, and if you compare that, like, San Francisco's like 70, 75%, ah, Chicago's in the thirties.”
Ben Horowitz Apr 23, 2025 ▶ 25:31 Ben Horowitz on Leadership and Culture
Aug 1, 2025 negative
Opinion
Balaji Srinivasan: San Francisco homeless NGOs profit from rising homelessness and addiction
“The homeless industrial complex, so that shows that the NGOs, as their budget rises, the homeless population rises with it. They're basically paid to get people addicted to drugs.”
Balaji Srinivasan Aug 1, 2025 ▶ 43:55 Tech vs. Media: Balaji Srinivasan on the Battle Shaping Our Future
Aug 21, 2025
Assertion Supported
Stoyanov: San Francisco's residential housing vacancy rate is approximately 3.5%
“SF vacancy rate is at about three and a half percent today”
Tony Stoyanov Aug 21, 2025 ▶ 9:45 Can AI Fix Housing and Healthcare Affordability?
Oct 6, 2025 negative
Assertion Supported
Wang: Zero passengers have ridden California High Speed Rail 15 years post-approval
“Not far away is the California High Speed Rail Project meant to connect San Francisco and Los Angeles. It's been more than 15 years since voters approved this referendum to build this train. How many people have taken this train? Precisely zero.”
Dan Wang Oct 6, 2025 ▶ 1:01 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
Oct 6, 2025 negative
Assertion Supported
Wang: Adding a San Francisco bus lane took 20 years to complete
“Van Ness Avenue has tried to add a bus line onto the avenue for something like 20 years. It took about 20 years, more or less, to add a bus lane.”
Dan Wang Oct 6, 2025 ▶ 19:33 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
Oct 21, 2025
Assertion Supported
Augusto Marietti wrote a top Quora post on surviving SF on $14,000
“You had the You had the Quora, like the top Quora post for living on like, 14,000 a year in San Francisco.”
Martin Casado Oct 21, 2025 ▶ 5:22 How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
Oct 21, 2025
Assertion Not checkable as stated
Kong's three co-founders survived in San Francisco on $1,000 a month combined
“We did a thousand and, about a thousand and a hundred monthly promissory note that the company would give us, and we would have to live in three with a thousand dollars a month.”
Augusto Marietti Oct 21, 2025 ▶ 6:21 How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
Nov 3, 2025 neutral
Assertion Supported
Sacks: Trump agreed to delay sending the National Guard to San Francisco
“Daniel had a good conversation with the president and asked him to hold back, and you know, the president agreed and is giving him time to implement his solutions”
David Sacks Nov 3, 2025 ▶ 1:16:11 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
Nov 3, 2025 positive
Opinion
Sacks: Daniel Lurie is San Francisco's best mayor in decades
“Daniel Lurie is the best mayor we've had in decades. So I think he's doing a very good job within the constraints that San Francisco presents.”
David Sacks Nov 3, 2025 ▶ 1:14:00 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
Nov 7, 2025 negative
Disclosure
Amjad Masad: Replit left San Francisco over its get-rich-quick culture
“I think we're in an era of Silicon Valley where it's like very very get rich driven. And that makes me a little sad. And that's partly why I moved the company out of SF.”
Amjad Masad Nov 7, 2025 ▶ 58:05 Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
Dec 17, 2025 negative
Assertion Not checkable as stated
Horowitz: San Francisco's shoplifting policy enabled organized crime, not hungry residents
“In San Francisco, right, like, the whole political movement was, people are hungry, you can't arrest them for shoplifting and so forth, so as soon as we did that, what happened was massive gangs took everything out of the stores. They ended up, right, shutting…”
Ben Horowitz Dec 17, 2025 ▶ 53:08 “How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
Dec 17, 2025 positive
Assertion Not checkable as stated
Langley: San Francisco's public safety tech innovations are 100% privately funded
“So if you look at all of the latest innovations in San Francisco, a hundred percent private funded.”
Garrett Langley Dec 17, 2025 ▶ 30:20 “How We Can Eliminate Crime” | Ben Horowitz and Garrett Langley
Jul 21, 2026 negative
Opinion
Younis: Silicon Valley companies are myopic about global opportunities
“When I was at both at Google and at OIC, I was always surprised at how kind of almost myopic. The companies are just always looking at the market that's just like within the 30, you know, between San Jose and San Francisco.”
Qasar Younis Jul 21, 2026 ▶ 1:19:29 Why Physical AI Is the Next Frontier | The a16z Show
Aug 12, 2026 neutral
Insight
Schmidt: AI startups do not always need to sell to notable San Francisco logos
“The reality is you don't always have to do that. Like you don't always have to sell to the same companies in San Francisco. And so what I wanted to try to do is tell founders like, Hey, here's the framework for evaluating which playbook should you be following…”
Joe Schmidt Aug 12, 2026 ▶ 1:59 Lighthouse or Landgrab? How to Pick Your AI Sales Strategy
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