San Francisco

6 statements across 6 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Jun 6, 2022 by Katherine Boyle · said 205 times in 64 episodes since 2021 · across every show →

Mentions by year

brought up most by David Rosenthal (132), Ben Gilbert (44), Katherine Boyle (6), Jason Calacanis (4), David Senra (4), Anu Hariharan (4), Mike Taylor (2), Joseph Gordon-Levitt (1)

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2026 14 mentions in 5 episodes 3 per episode
2025 29 mentions in 7 episodes 4 per episode
2024 43 mentions in 10 episodes 4 per episode
2023 34 mentions in 9 episodes 4 per episode
2022 74 mentions in 26 episodes 3 per episode
2021 11 mentions in 7 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about San Francisco, oldest first

Jun 6, 2022 bullish
Prediction Not checkable as stated
Boyle: Founders will build American Dynamism companies to solve local civic problems
“And so I'm incredibly bullish that American dynamism Will not only be companies that are built around the country, but it will also be just different types of problems because founders who wouldn't have gone to San Francisco are now building for their hometown…”
Katherine Boyle Jun 6, 2022 ▶ 53:35 American Dynamism (with Katherine Boyle) · Acquired
Oct 4, 2022 bearish
Prediction Not checkable as stated
Calacanis: California will be damaged for a decade or two
“I think Austin's kind of the future. I think California's gonna be damaged for a decade or two. So I think for the rest of our adult lives, this town.”
Jason Calacanis Oct 4, 2022 ▶ 52:23 ACQ Sessions: Jason Calacanis · Acquired
Mar 29, 2023 neutral
Opinion
San Francisco's Wasteland Reputation Stems From Where Visitor Hotels Are Clustered
“This is the major misconception about San Francisco. Every meeting people who don't live here think that it's, you know, an absolute hell hole in wasteland. A specific part of it is. But like there are, and unfortunately that part is mostly where the hotels ar…”
David Rosenthal Mar 29, 2023 ▶ 2:07:23 Sessions: David Senra (Founders Podcast) · Acquired
Nov 27, 2023 neutral
Assertion Supported
Visa and Fed independently built automated clearinghouses concurrently in 1970s SF
“Visa builds an automated clearinghouse for themselves to do settlement electronically over the network. They end up calling this project base two after base one, which was the first thing doing authorizations. This happens at the exact same Time and place as w…”
David Rosenthal Nov 27, 2023 ▶ 2:01:26 Visa (Audio) · Acquired
Oct 6, 2025 positive
Assertion Supported
Waymo Reportedly Surpassed Lyft in San Francisco Gross Bookings in January 2025
“This year, in January, they were reportedly doing more in gross bookings than Lyft in San Francisco.”
Ben Gilbert Oct 6, 2025 ▶ 2:59:39 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
Jun 23, 2026 neutral
Assertion Open · timeframe Jun 2026
Disney acquired 27,000 acres in Central Florida for its resort project
“They bought 27,000 acres. That is the size of San Francisco.”
Ben Gilbert Jun 23, 2026 ▶ 3:53:48 The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired
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