San Francisco

“When we moved Yammer to San Francisco, which was 2009, I think we were able to get space for 20 dollars a foot per year.”

“I think there is some chance that this whole remote work thing could break Silicon Valley's network effect, and that would be really bad for places like San Francisco, which, you know, otherwise might not be the greatest places to live.”

“Specifically, San Francisco is just a complete cesspool dump of shit.”

“Because of what San Francisco has done in terms of driving out companies, I think the companies are going to be, you know, tech companies are going to be all over the US now.”

“Average, average salary in San Francisco, 170,000 dollars. Not of tech workers. Of city employees. I saw that like a 170,000 was the average salary.”

“By the way, every ballot initiative in San Francisco, the city level ballot initiative has passed.”

“I'm disappointed in San Francisco. It's a fucking shit show of a city.”

“One of them, the prop H was good. All the rest were a disaster.”

“Look, I've built businesses in San Francisco since 2006, and I will not build another business in San Francisco.”

“San Francisco, I think, is looking at a 1.7 to two billion dollar budget shortfall this year.”

“San Francisco will file for bankruptcy in the next 10 years.”

“We've had more deaths from overdoses of fentanyl than we've had from COVID, ah, by a magnitude of four or five.”

“45% increase in, burglaries in one year, 35% increase in stolen cars, 30% increase in homicides.”

“And if you look just in San Francisco, we're talking four or five times the number of overdose Overdose deaths to COVID deaths.”

“We are inevitably going to cycle. Back the other way at some point very soon here.”

“So first week on the job, just about he abolished the whole cash bail system.”

“Chesa, Mr. District Attorney, you don't have to come on the show, but I will challenge you to a debate. Anytime, any place, any format on your policies in San Francisco.”

“We hit 10,000 shots a day at the end of February, March first. We're doing now 2000 shots a day. So we literally have dropped 70% or so.”

“The number of trials and convictions that he's gotten in the 14 months he's been DA is one-tenth of what Gascon got when he was DA.”

“I think if hadn't gotten punched in the face by the homeless person, I think this all would have played out very differently.”

“It's sixteen million of square feet of vacant office space now spread across San Francisco.”

“Home burglaries are up by some gargantuan amount, like 50% year over year.”

“These are organized gangs that are doing this. This has been proven. This is not a poverty issue. These are not poor people who are stealing bread for their families or trying to make their rent. It's organized gangs.”

“In San Francisco, they're spending 60,000 dollars per tent per year. They're spending 300,000 dollars in social services per homeless person per year.”

“You have prosecutors like Jason Boudin who have essentially decriminalized theft by refusing to prosecute it.”

“One difference between Florida or Miami in particular and California and San Francisco in particular is nobody hates money or success over here. They're happy for, you know, all these rich people to come in and spend their money. They really believe in capital…”

“This is a city that has a population of less than one million people With an over twelve billion dollar budget.”

“I think it is going to be the blueprint for a major backlash that's already begun here in San Francisco with London Breed taking on Jason Boudin. I think that's going to be a recurring theme next year.”

“Chesa Boudin and all of these Whack jobs are all going to get voted out and recalled.”

“Western part of Ukraine, which, by the way, is not particularly dangerous or anything. It's probably no more dangerous than walking across San Francisco these days, to be honest.”

“In San Francisco, you can't get Chesa Boudin to enforce a gun charge. He a young kid named Kelvin Chu got killed because his killer, a guy named Zion Young, he was arrested weeks before on gun charges, and Chesa Boudin just let him go.”

“As we've seen in San Francisco, if you incentivize it by not doing any basic policing, you get more of it.”

“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…”

“That's never going to happen. That's off the table.”

“San Francisco pays cash well for a payment of somewhere between six to 700 dollars. Plus you can get two dollars in food stamps.”

“I think California is my big political loser. And I would say in particular, the city of San Francisco, both are going to have gigantic budget shortfalls.”

“Gavin Newsom 1015 years ago, when he was mayor of San Francisco, declared that he would end homelessness within 10 years.”

“And you look at something like, what is it like a quarter or a third of the storefronts in San Francisco are now vacant?”

“Helping to oust Chesa Boudin, which was something that was supported by, like, 70% of San Francisco. Which is a 90% democratic city”

“It's 18,000 dollars. Per citizen per year. That's how much the city of San Francisco spends.”

“Take San Francisco, which has got to be the worst market for Siri in the country right now. That's something like 30 to 40% of the space is vacant.”

“I would bet dollars to dimes, that the story is very similar to a case we had in LA recently, the Brianna Kupfer case, where a young woman was basically stabbed For no reason by a psychotic homeless person who had been through the revolving door of the jail an…”

“And I will never host a conference or any event in San Francisco until this is solved because when people ask us to do events, I'm like, people don't want to come to San Francisco.”

“You then had the case of the Whole Foods store on Market Street shut down in San Francisco, and this was not a case of shoplifting like some of the other store closings we've seen. They said they were closing the store because they could not protect their empl…”

“In San Francisco, we canceled advanced placement classes because it made People feel bad.”

“We would save money. We'd save money because a city like San Francisco Could become quite livable or New York if, and then you've got forbid these terrible school shootings. You know, if you avoid even one of them, it's 30 people's lives or 10 people's lives.”

“She used all the profit over the years to buy more real estate, and she accumulated the largest real estate portfolio in San Francisco.”

“There's already half a dozen of these buildings that have traded in the range that we're talking about, and there'll be about 20 more that are coming to market that'll trade in the next year.”

“I think you could give it to me for zero and I wouldn't bring my team back there.”

“And so that Delta T of incompetence tends to be about five to 10 years. I would say the midpoint is eight. So if we're starting now, you'll probably see some rationality by 2032, 20 33.”

“I think New York's come back at this point, but like San Francisco definitely hasn't. I think New York is something like 95% of workers are back in the office. I think in San Francisco, it's only like 45%.”

“And I think that ultimately is going to be a huge vulnerability.”

“I got threatened by the city of San Francisco and the state of California three months after we launched Uber with 90 days in jail for every ride that had occurred.”

“A lot of people don't realize we've had a 24 seven ride hailing service around the clock. It was in 2020 during COVID though. That we removed the driver from behind the wheel. So we have the WeMo driver that's driving the vehicles at all time, but there's no h…”

“36% were using, The vehicles to go to local businesses”

“It definitely led to more scrutiny in San Francisco because there was already an active and continues to be a fairly active voice against technology in San Francisco”

“We've tested across 25 cities specifically for that, so we had massive storms in San Francisco last year. And we didn't take down the fleet, like our fleet was able to handle all of the rain.”

“We just did a UX study, and we found that a third of people use the service in San Francisco to go to their doctor appointments.”

“First time, really important stat, first time an outsider has been elected mayor in San Francisco since 1911. Every mayor elected since 1911 in San Francisco was An existing government employee or government civil servant.”

“San Francisco spends one and a half X per capita of what New York City spends”

“Waymo launched in SF in August, 20, 23 in kind of an open market way. Uber and Lyft were 66 and 34% market share at the time. And in 15 months in November of 2024, Waymo is now a 22% market share of rides in SF, which is the same as Lyft and Uber is now down t…”

“I hired a journalist to cover the victims of crime in San Francisco.”

“I would say Stripe broadly, Is in a pretty similar spot to where it was beforehand, which is most people go into an office. Like most people are, you know part of our San Francisco office or New York or Dublin or Singapore or wherever. And then we have a bunch…”

“They banned AP math.”

“In San Francisco, they're illegal. Turns out that you need to run, and there's a piece of paper, which I was actually going to tweet because it's insane, it's like three pages long, all the things you need to know about the phone booths that you want to put in…”

“Like a third of the real estate in San Francisco is basically vacant.”

“If you look at what Daniel Lurie is doing in the city of San Francisco, he is live blogging on Twitter and Instagram, the arrest of a hundred fugitives per night.”

“The city provides something like two billion dollars a year to these NGOs.”

“The homeless we have in San Francisco are not predominantly from San Francisco. They're from all over the country, all over the surrounding area. They come here for the benefits.”

“Homicides on a 70 year low this year.”

“I think you would get like, 10, 20% even in San Francisco riding. I think the rest of the people would be like, okay, it's a short duration. It's on these corners for this purpose. Okay, bring it.”

“We have the best mayor we've had in decades now. Dan Lurie's great.”

“Gavin Newsom proved that it could all be cleaned up very, very quickly.”

“Five million dollars per year out of the San Francisco city budget is spent on this program where you can walk into a hotel. They have free beer.”

“The city's publication shows crime down 30% citywide and down 40% downtown.”

“There's actually an article in the San Francisco Chronicle talking about this, where the majority of the drug trade in San Francisco comes from a single town in South America.”

“High estimate, like, eight hundred million, lower estimate, seven hundred million, and low estimate for homeless people is like 8000 high estimates, like, 20, if we cut in between these two, they're spending 52,000 dollars a year per homeless person.”

“And all the car break-ins are down to a 25 year low.”

“The land we own is two and a half times the size of the city of San Francisco.”

“When I left Uber, 13% of all San Francisco miles were Uber miles.”

“A one gigawatt data center needs five gigawatts of solar. Each gigawatt of solar takes up 7000 acres. So at five gigawatts, that's 35,000 acres. That's bigger than San Francisco.”

“This anthropic IPO is going to be four times the wealth generation event that all previous San Francisco IPOs were.”

“I think the ultra-luxury market in San Francisco could easily go to 5000 a foot.”