Austin

11 statements across 9 episodes · 8 bullish · 2 bearish · 7 people on the record · first statement Jun 2, 2022 by Joe Lonsdale · said 21 times in 14 episodes since 2020 · across every show →

Mentions by year

brought up most by Jason Calacanis (14), Dino Mavrucas (2), David Sacks (2), Travis Kalanick (1), Joe Lonsdale (1), Dara Khosrowshahi (1)

tap a year for its mentions
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0242020202120222023202420252026episodes it came up in
0012242020202120222023202420252026episodesmentions per episode
2026 4 mentions in 3 episodes 1 per episode
2025 4 mentions in 3 episodes 1 per episode
2024 4 mentions in 2 episodes 2 per episode
2022 1 mention in 1 episode
2021 6 mentions in 4 episodes 2 per episode
2020 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Austin, oldest first

Jun 2, 2022 positive
Opinion
Lonsdale calls Miami the second-best tech city behind Austin
“It's the second, second best tech city here.”
Joe Lonsdale Jun 2, 2022 ▶ 0:36 #AIS: Joe Lonsdale on the problem with higher education
Jun 2, 2022 negative
Assertion Supported
Lonsdale: Austin infrastructure plan costs ballooned from $6-7B to $12B
“They, in Austin, we passed a 6,000,000,007 billion dollar plan to build really small amount of infrastructure. It's already ballooning cost of twelve billion.”
Joe Lonsdale Jun 2, 2022 ▶ 5:55 #AIS: Joe Lonsdale on the problem with higher education
Jun 3, 2022 negative
Opinion
San Francisco's political forces drove the tech ecosystem to other cities
“San Francisco and the Bay Area had a lock on the tech ecosystem, and because the political forces there defined tech as the enemy, they basically have driven it out, and as a result, you now have emergent tech hubs all over the United States, starting with Mia…”
David Sacks Jun 3, 2022 ▶ 18:39 #AIS: Opening chat with Miami Mayor Francis Suarez
Sep 17, 2025 positive
Assertion Supported
Waymo driverless rides are currently active on Uber in Austin and Atlanta
“Waymo, Waymo is working with us now in Austin and Atlanta. So in Austin and Atlanta, if you're using Uber, ah, you can be picked up, ah, with a Waymo.”
Dara Khosrowshahi Sep 17, 2025 ▶ 12:49 Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
Sep 17, 2025 positive
Assertion Not checkable as stated
Austin Uber drivers earn as much or more following Waymo's local launch
“Austin drivers now are making as much or more money than they were before we introduced Waymo.”
Dara Khosrowshahi Sep 17, 2025 ▶ 24:21 Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
Oct 31, 2025 bullish
Prediction Not checkable as stated
Musk: Tesla expects 1,000+ robotaxis in Bay Area and 500+ in Austin by year end
“We, you know, we think probably we'll have, you know, a thousand cars or more in the Bay Area by the end of this year, probably, I don't know, 500 or more in the greater Austin area.”
Elon Musk Oct 31, 2025 ▶ 1:06:34 Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
Nov 14, 2025 positive
Assertion Supported
Calacanis: Austin rent dropped 20% in three years due to housing construction
“Austin rent has gone down 20% in the last three years because we build units.”
Jason Calacanis Nov 14, 2025 ▶ 30:42 Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
Jan 10, 2026
Disclosure
David Sacks signs lease for Craft Ventures office in Austin
“I signed a lease for an Austin office for craft.”
David Sacks Jan 10, 2026 ▶ 1:30 All-In's 2026 Predictions
Jul 21, 2026 positive
Assertion Supported
Calacanis: Housing prices and rents outside Austin declined three years straight
“Housing prices have gone three, three years in a row, housing prices and rents have gone down.”
Jason Calacanis Jul 21, 2026 ▶ 34:08 Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Jul 24, 2026 positive
Assertion Supported
Chamath: Permitting reform in Austin increased housing supply and lowered rents
“The data from Austin says once you relax the permitting constraint, you'll get more units built. And for every unit that comes online, it literally drives down the rent.”
Chamath Palihapitiya Jul 24, 2026 ▶ 1:27:03 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Aug 5, 2026 bullish
Assertion Supported
Mavrucas: Saronic can build 2,000 Corsair vessels annually in Austin
“We can build 2000 Corsair per year right now at our manufacturing facility in Austin.”
Dino Mavrucas Aug 5, 2026 ▶ 28:41 China Outbuilds America 230-to-1. Saronic Has a Plan
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