San Francisco

5 statements across 3 episodes · 4 bullish · 0 bearish · 3 people on the record · first statement Aug 9, 2025 by Adam O'Neill · said 16 times in 7 episodes since 2025 · across every show →

Mentions by year

brought up most by David Bailey (7), Paul Mark Morris (6), Adam O'Neill (2), Chris Safferis (1)

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001.52.53520252026episodesmentions per episode
2026 2 mentions in 2 episodes 1 per episode
2025 14 mentions in 5 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about San Francisco, oldest first

Aug 9, 2025 neutral
Assertion Supported
O'Neill: Major California Cities Have Passed Expedited Infill Housing Ordinances
“Most major cities like San Diego, San Francisco, San Jose, they also have similar ordinances for this as well.”
Adam O'Neill Aug 9, 2025 ▶ 1:24:35 How Investors Are Cashing In on New Zoning Laws
Sep 15, 2025 bullish
Assertion Supported
Bailey: San Francisco $20M+ Home Sales Reached All-Time High
“They've had more homes sell over twenty million in the last year than ever.”
David Bailey Sep 15, 2025 ▶ 26:32 Why He Never Sells: The Buy-and-Hold Formula That Works
Sep 15, 2025 positive
Assertion Contradicted
David Bailey claims San Francisco has 78 new AI-driven billionaires
“There are currently 78 new billionaires in the city of San Francisco, all as a result of AI.”
David Bailey Sep 15, 2025 ▶ 26:08 Why He Never Sells: The Buy-and-Hold Formula That Works
Sep 15, 2025 positive
Assertion Partly supported
Bailey: $27 Billion Invested into San Francisco Over Past Year
“In the last 12 months, twenty-seven billion dollars has gone into San Francisco.”
David Bailey Sep 15, 2025 ▶ 26:17 Why He Never Sells: The Buy-and-Hold Formula That Works
Jun 15, 2026 bullish
Assertion Partly supported
Morris: AI job creation is concentrating in secondary metropolitan markets
“AI related job creation, concentrating in secondary Metros, not just San Francisco, LA, New York City.”
Paul Mark Morris Jun 15, 2026 ▶ 16:51 URGENT SHIFT: Digital Wealth is Dying and Real Estate Holds the Key!
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