San Francisco, every mention
38 scenes · ← back to San Francisco
tap a year for its mentions
every year anyone Benedict Evans 51Toni Cowan-Brown 6Lillian Li 1Jay Goldberg 1
Verbatim, from the transcripts: the passages where San Francisco comes up
The end of the network effect
- ▶ 4:33 Benedict Evans No developer in San Francisco had ever heard of TSMC before, um, before, um, the AI boom kicked in.
AI and SaaS
- ▶ 3:40 Toni Cowan-Brown It's, it's interesting in, in, in San Francisco hearing people who are in their, you know, fifties, sixties, seventies saying, I feel like, well, this is like the fourth wave of AI, and this time it's actually sticking, and it's crazy that…
- ▶ 30:15 Benedict Evans Yes, I like the, um, apropos of nothing, this, this whole new thing now, forward deployed engineers, and you remember the joke that a machine learning scientist is a, is a statistician who lives in San Francisco, and, and it's now, you… 2 times in the scene
Amazon's $40B advertising business
- ▶ 28:38 Benedict Evans Um, certainly not if you live in San Francisco, you don't kind of have that same sense of, like, the ubiquity of shopping malls, 3 times in the scene
Why are chips interesting again?
- ▶ 34:42 Jay Goldberg Because if you look at sort of the autonomous cars that are out there today, like I live in San Francisco and there's autonomous cruise cars driving around.
Stories in the noise
- ▶ 20:28 Benedict Evans Like you go to LA and you buy LA stuff from LA people and you give them money and you, and you put it on a hard disk and you fly back to San Francisco and you load it in the data center.
Netflix isn't a tech company
- ▶ 32:58 Benedict Evans It's not a San Francisco question. 2 times in the scene
The future of Twitter
- ▶ 24:48 Benedict Evans It's the Russians, it's culture wars, it's 500 people in San Francisco who are really angry about gentrification, screaming at 500 people who are really angry that nobody's building apartments.
The retail reset
- ▶ 25:40 Toni Cowan-Brown When I moved to San Francisco Trader Joe's and it was a very weird experience for me walking into that shop. 2 times in the scene
Asking the dumb questions
- ▶ 4:38 Benedict Evans Well, it's, it's kind of, it's kind of fun that, you know, I lived in San Francisco for six years, which obviously doesn't have infrastructure. 2 times in the scene
- ▶ 19:59 Toni Cowan-Brown The amount of people that I've heard here in San Francisco to say, oh, I got acquired by Google.
What we know about web 3 so far
- ▶ 20:38 Benedict Evans Now, of course, you live in San Francisco. 2 times in the scene
Metaverse - beyond the buzzword
- ▶ 25:26 Benedict Evans The, an American department store, like there would be a luxury department store like iMagnum, which I think was in San Francisco or LA, I forget. 2 times in the scene
Regulation - Who will notice?
- ▶ 1:56 Benedict Evans And if you're a founder making a company in San Francisco or London or Berlin, again, how much of this will result in something that you will actually notice and need to pay attention to?
- ▶ 9:00 Benedict Evans You're in San Francisco.
Apple's metronome
- ▶ 35:31 Benedict Evans So the general observation is like full, full, full autonomy as in a car with no steering wheel that can drive from San Francisco to San Diego while you sleep in the back and there's no, there's no seats, there's just a sofa and no…
Telcos and Tesla
- ▶ 28:09 Benedict Evans Um, as you, as you may remember when the iPhone launched AT&T network in San Francisco collapsed, because it just didn't have that capacity there.
Tech in china, from inside and outside
- ▶ 48:07 Lillian Li And I think that's because when I look around, um, relative to, you know, in, uh, the UK or SF, where I would say, you know, at least like, 70% of people around me is using an Apple phone, and maybe 30% is using Android, um,
- ▶ 50:43 Benedict Evans Roughly the same time, there was an issue of a bunch of drag queens in San Francisco who wanted to have an account with their drag name, and Facebook was cutting them off, and that got attention. 2 times in the scene
Paying attention to Apple again
- ▶ 1:18 Benedict Evans This was an event for developers where developers went and met the engineers who were building the stuff that they were using, and it was in a big venue in San Francisco or in San Jose or something, and it was a worldwide developer event.
Trying to understand Ad Tech
- ▶ 18:45 Benedict Evans And the problem is that's not necessarily what happened because if you, you sort of look at what was on in newspapers, you know, if you were like you're living, you know, if you live in San Francisco and you want to buy a BMW in 2000,… 3 times in the scene
Shopify and digital transformation
- ▶ 6:57 Toni Cowan-Brown If you live in San Francisco, that's pretty funny.
- ▶ 36:41 Benedict Evans And as soon as I moved to Silicon Valley, and then I lived and worked, lived in San Francisco, worked in an office park, you know, lived in a city that didn't have much retail and worked somewhere where there was no retail.
Clubhouse and the endless cycle of social apps
- ▶ 27:58 Benedict Evans You don't even need to have to be in San Francisco. 2 times in the scene
- ▶ 33:41 Benedict Evans Um, the point about Twitter was part of the point of my, my comment about early narrative of early Twitter is suddenly you didn't have to be in San Francisco, or you didn't have to be in London, or you didn't have to be in New York, you…
Bezos and the Amazon machine
- ▶ 19:37 Benedict Evans It is as it might be, 45 minutes drive, um, inland of San Francisco.
- ▶ 34:14 Toni Cowan-Brown That's it, and even if it was built in the last 10 years, when we first moved to San Francisco, we went in one of these high-rises, all, everything included, so we didn't have to worry too much about the whole moving situation, and you…
- ▶ 38:22 Benedict Evans Then you move to, I moved to San Francisco. 3 times in the scene
Two Europeans talk about China
- ▶ 13:51 Benedict Evans Or moving from Britain to San Francisco and thinking, oh, I wish we had, um, a waitress.
There's no such thing as data
- ▶ 8:11 Benedict Evans I lived in San Francisco. 2 times in the scene
- ▶ 22:09 Benedict Evans Well, so you get to the sort of counter case, which is, again, something I mentioned that I discovered in San Francisco, that everyone in America has a driving license, which is a sort of a de facto.
What comes next?
- ▶ 25:35 Benedict Evans Um, and it won't be that, you know, five guys in a flat in, you know, five people in an apartment in San Francisco are going to disrupt them, but it will be that, you know, that the nature of the product changes, which again is sort of…
The FTC and Facebook
- ▶ 22:39 Benedict Evans And then a bunch of drag queens in San Francisco said, no, I want to have a, I want to use my drag name, and Facebook said no, and there was a huge fuss, and that got Facebook's attention, because they live in San Francisco. 3 times in the scene
Amazon and eCommerce
- ▶ 20:16 Benedict Evans I mean, I bought my new apartment in San Francisco.
What the Apple and Facebook events tell us about their product cycles
- ▶ 1:13 Benedict Evans I mean, Apple does these, this big production event, and they used to do them in San Francisco, and they built this, this, this super, super glossy high-tech theater in the grounds of the new office in Cupertino, which probably cost, I…
Is Europe a market?
- ▶ 7:51 Benedict Evans You can launch in San Francisco, and then you can pick 10 more, and then 20 more, and then 10 more, and then 30 more, and you can kind of go, go out step by step by step across the country.
- ▶ 28:05 Benedict Evans Is again, that it's very diffuse, you know, in the States, um, it's basically New York, Boston, San Francisco, um, in reverse order. 3 times in the scene
- ▶ 32:51 Benedict Evans And which is what San Francisco is like now, of course. 3 times in the scene