San Francisco, every mention
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tap a year for its mentions
every year anyone Molly O'Shea 43Israel "Izzy" Slotowicz 15Brian Kim 7Minn Kim 6Mark Bhargava 6Paul Klein 5Max Levchin 5Kyle Harrison 5Keller Rinaudo Cliffton 5Grace Isford 5
Verbatim, from the transcripts: the passages where San Francisco comes up
Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III
- ▶ 36:57 Vibhav Ganesh After college, found myself at ABC Venture Fund in, in San Francisco, which I guess is not too uncommon for electrical engineers to go into finance, but maybe, I don't know.
Race to Save Humanity: Inside $12B Colossal Biosciences & $3.8B Astromech
Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid
- ▶ 9:29 Nikesh Arora In San Francisco? 3 times in the scene
Inside AppLovin’s $100B Ad Engine
- ▶ 25:43 Gio (Giovanni) Uh, arrived in, in, in San Francisco.
Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
- ▶ 39:30 Molly O'Shea By the way, I didn't mention this, but I think it's between the conversations I've been having throughout the RAISE conference and just being in SF, like pretty much every week, all I hear over and over again,
- ▶ 41:20 CJ Desai Next one is in San Francisco.
SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
- ▶ 55:49 unnamed speaker Next one is in San Francisco.
Dylan Field on the “Permanent Underclass of Zero Taste” · Sourcery with Molly O'Shea
- ▶ 2:45 Dylan Field And it was, this is actually our 10th config, because we've done international configs that are fast follows to the config in SF.
Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea
- ▶ 33:27 Ev Randle Uh, in our little bubble in San Francisco, people will be able to tell you, but like the vast majority of the nine hundred million weekly active users.
- ▶ 45:57 Ev Randle Um, I think the one place that people are, are, are definitely, um, predicting it and are already seeing it is in the SF housing market.
Mark Pincus: How to Spot a Fake CEO · Sourcery with Molly O'Shea
- ▶ 1:13:07 Mark Pincus I mean, here in San Francisco, it was like they'd burned the boats and there was like, it was a ghost town. 2 times in the scene
SpaceX Hit $2 Trillion. Now Everyone Wants a Jet · Sourcery with Molly O'Shea
- ▶ 9:15 Israel "Izzy" Slotowicz He lived in San Francisco and, uh, and he flew and he owns a plane and he flew his plane to
- ▶ 15:40 Israel "Izzy" Slotowicz What an empty leg is, is where the plane maybe has one trip landing in LA, another trip the next day is departing out of San Francisco. 2 times in the scene
- ▶ 27:10 Israel "Izzy" Slotowicz Like what we're doing today, just being able to go to San Francisco for the night, have a few meetings tomorrow and then come back when we're done. 2 times in the scene
- ▶ 35:14 Israel "Izzy" Slotowicz Today we're going to go to San Francisco.
- ▶ 50:03 Israel "Izzy" Slotowicz Or, or, or in our descent to San Francisco.
- ▶ 56:11 Molly O'Shea But what, what is surprising to me is that I will get so jet-lagged from that, doing that twice a week, and then sometimes I'll go to San Francisco in between, and then I'm completely dead. 2 times in the scene
- ▶ 1:07:46 Israel "Izzy" Slotowicz Um, uh, uh, we have a lot of demand out of LA, San Francisco, White Plains, then Aspen. 4 times in the scene
- ▶ 1:08:46 Israel "Izzy" Slotowicz We have just touched down in San Francisco. 4 times in the scene
- ▶ 1:11:17 Molly O'Shea Alright, so we're now here in San Francisco.
Inside Harvey AI: CEO Winston Weinberg on How a 4-Year-Old Company Is Taking on the Foundation Labs · Sourcery with Molly O'Shea
- ▶ 1:58 Winston Weinberg Um, we're gonna see the floor that's been renovated, so we have three floors here in San Francisco, and then one, the one we're on now, has been, like, fully renovated, and then we're doing the sixth and the seventh. 4 times in the scene
$40B Fund, 1 Creator: Why Lightspeed Hired Zauey Talks · Sourcery with Molly O'Shea
- ▶ 42:04 Molly O'Shea It's the most transactional place on earth, like especially in San Francisco.
- ▶ 43:39 Claire Zhao And then, yeah, uh, I've been recognized in my building before in Soho, um, in SF and Palo Alto. 2 times in the scene
SpaceX IPO: Inside the Firm That Owns 1% · Sourcery with Molly O'Shea
- ▶ 4:20 Molly O'Shea We're obviously having some major IPOs, whether it's SpaceX, the new S-ones with Anthropic, OpenAI, and a lot of the AI companies here in the Valley, we're in San Francisco right now, with massive valuations and a lot of people that are…
Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist" · Sourcery with Molly O'Shea
- ▶ 18:00 Brian Singerman San Francisco is the closest city in the world to Honolulu.
Figure's First Full HQ Tour: From the Lab to the Factory Floor · Sourcery with Molly O'Shea
- ▶ 55:34 Brett Adcock Um, most of the talent's here, and then we have a shuttle for folks in the city that want to come down, so maybe, like, I don't know, five or 10% of the, of, of, you know, folks here working, like, live in the city and commute down, and… 2 times in the scene
Skydio Raises $110M Series F at $4.4B Valuation | CEO Adam Bry · Sourcery with Molly O'Shea
General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja · Sourcery with Molly O'Shea
- ▶ 1:47 Molly O'Shea Well, today we're at the top of the General Catalyst Tower in San Francisco.
- ▶ 45:16 Molly O'Shea I know you've mentioned a few, but I mean, we are in San Francisco.
Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea
- ▶ 4:10 Hannan Happi Um, so we started here because I moved here from San Francisco after I sold my last company to work with Jack and Chester at the Atomic team.
- ▶ 18:36 Hannan Happi People don't expect to see this in Miami, but the fact is, first of all, you have this sun, which you wouldn't otherwise have in San Francisco all the time.
Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea
- ▶ 3:40 Max Levchin Uh, they're roasted very close to where I live in San Francisco, or at least they're sold very close to where I live in San Francisco.
- ▶ 12:09 Max Levchin Sam's got a lot of really good roasters that are excellent. 3 times in the scene
- ▶ 16:31 Max Levchin I was like, maybe it's a first or second trip to San Francisco.
How Applied Intuition Reached $15B (Without Spending $1B) · Sourcery with Molly O'Shea
- ▶ 15:48 Qasar Younis The, the, so then why would an engineer choose us versus, you know, working at like a cool company in San Francisco?
How Reddit Went From $12M to $2.2B + Cracked Social Media Monetization · Sourcery with Molly O'Shea
- ▶ 51:23 Molly O'Shea Ok, so we're strolling the halls of Reddit, San Francisco. 3 times in the scene
- ▶ 59:55 Steve Huffman It's an office in San Francisco.
Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
- ▶ 7:08 Alex Immerman Uh, they, in San Francisco, it got to 25% market share really quickly with very few cars. 4 times in the scene
Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
- ▶ 36:59 Gilly Raanan So it's very hard to do that type of process with a team in London or in New York or in San Francisco.
Inside Opendoor HQ on Earnings Day (Office Tour + Live Stream) · Sourcery with Molly O'Shea
- ▶ 1:07 Kaz Nejatian Um, welcome to Open Door San Francisco.
99.9% of the internet is about to be AI? · Sourcery with Molly O'Shea
- ▶ 15:20 Alex Blania And, and so like me investing the time talking about, uh, San Francisco city policy is actually time well spent. 2 times in the scene
Inside Jake Paul’s Empire: $200M Boxing Earnings to $65M+ Tech Investing · Sourcery with Molly O'Shea
- ▶ 10:24 Geoffrey Woo I split time a lot in San Francisco and Miami.
How Anthropic’s $100M Anthology Fund Works | Menlo Ventures · Sourcery with Molly O'Shea
Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It) · Sourcery with Molly O'Shea
- ▶ 11:35 Keller Rinaudo Cliffton But then, so you look at the data, and you're like, oh, wow, you know, San Francisco is spending a 100,000 dollars per year going into NGOs that are supposed to be addressing homelessness.
- ▶ 35:11 Keller Rinaudo Cliffton oh yeah, you know, can you make that good for, like, good enough to replace a kid who's going to whatever, like a 40,000 dollar a year private school in San Francisco. 2 times in the scene
- ▶ 43:29 Keller Rinaudo Cliffton And it's maybe similar to how people always said, oh, Uber, even if they only capture 50% of the taxi market in San Francisco, it'll only be so big. 2 times in the scene
Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea
- ▶ 27:25 Trae Stephens Um, so if I'm in San Francisco at Founders Fund, she sits right next to me and makes sure I'm on task.
Inside the Myths: Emil Michael on Palantir, SpaceX, Anduril & the Modern DoW · Sourcery with Molly O'Shea
- ▶ 2:14 Emil Michael Well, um, I was radicalized, I would say, in 2017 when being a Trump supporter was not cool, and, ah, you know, our employee, I was in San Francisco at Uber at the time, and, ah, you know, I was like, someday, you know, I'm gonna go back…
Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
- ▶ 44:21 Mark Bhargava Well, the holding companies that we help incubate and fund are pretty much exclusively in San Francisco and New York. 6 times in the scene
What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund · Sourcery with Molly O'Shea
- ▶ 18:52 Bradley Tusk Uh, and yesterday, I had a disaster trip home from San Francisco, and probably wish that I had.
- ▶ 26:51 Bradley Tusk And like, it's a pain in the ass because you're working in New York and San Francisco, right?
- ▶ 40:15 Bradley Tusk Like, even like the other day, I was in San Francisco and did an event for Tech Week.
Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- ▶ 9:54 Philip Clark And shortly afterwards, Michael and Amon moved to San Francisco.
- ▶ 11:27 Philip Clark So not New York, not San Francisco, and explore it for a couple of weeks.
- ▶ 18:31 Philip Clark I mean, you live in San Francisco.
How Ryan Serhant Sold $20B in Real Estate with Media & AI · Sourcery with Molly O'Shea
- ▶ 49:33 Ryan Serhant You know, where's not San Francisco, uh, Los Angeles, all of Texas, because they say, why go up in the air?
Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
- ▶ 5:15 Molly O'Shea Specifically, you started, and I don't want to put words in your mouth, so you should say this yourself, but you were, you started off with like that specific area in San Francisco where we were and like the broader area, and then you… 4 times in the scene
- ▶ 10:04 Alfred Lin And now we saw people leaving New York City to go upstate New York, leaving San Francisco to go to Napa.
Incubating Brain Co: Elad Gil’s AI Bet with Jared Kushner’s Affinity Partners · Sourcery with Molly O'Shea
Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
- ▶ 7:19 Molly O'Shea Because in San Francisco, do you remember that, that statue? 2 times in the scene
Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
- ▶ 20:54 Molly O'Shea Yeah, I've tweeted this out before where, I mean, I, I definitely feel the energy of certain cities when I'm in them, and you feel the influence and the weight of, like, the legacy and everything infrastructurally that's built it, that…
Keith Rabois: Lessons from PayPal Mafia, $OPEN, & Investing · Sourcery with Molly O'Shea
- ▶ 4:15 Keith Rabois My other co-founder at, uh, at Opendoor, Ian Wong, I had actually read his Quora posts and had no idea who he was, just read someone's Quora posts back in the day, and then I bumped into him at a professional event in San Francisco, and he…
Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
- ▶ 36:54 Pete Shadbolt That fleet of Waymo's driving across San Francisco with literally nobody behind the wheel.
Ashlee Vance: Stories from Elon, Palmer Luckey, Bryan Johnson & Priscilla Chan · Sourcery with Molly O'Shea
- ▶ 1:41 Ashlee Vance I mean, you just walk around San Francisco, you get yourself an Altman.
The CEOs Behind America’s Next Frontier in Air & Sea Travel · Sourcery with Molly O'Shea
- ▶ 38:30 Billy Talheimer Like we're in one now, Boston's one, New York and Miami and LA and San Francisco.
Meme Lord CEO Raises $22.5M Series A for Hello Patient · Sourcery with Molly O'Shea
- ▶ 12:38 Alex Cohen So I went out originally having, like, I was out here, uh, in SF having conversations with some folks, just kind of letting them know is gearing up for a raise.
Inside the $750B+ Thiel Fellowship · Sourcery with Molly O'Shea
- ▶ 16:53 Danielle Strachman When we first set up the program, we didn't, and we never had any sort of mandate about moving to San Francisco or anything like that. 2 times in the scene
- ▶ 41:35 Danielle Strachman And I remember I was, uh, in his office or warehouse really in San Francisco about a year ago.
Rainmaker’s Secret AI Plan for Superintelligent Weather | Cloud Seeding · Sourcery with Molly O'Shea
Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
- ▶ 18:32 Henry Ward So an apartment in Paris helps me in San Francisco. 2 times in the scene
Inside Hadrian's $260M Series C to Advance Manufacturing in America · Sourcery with Molly O'Shea
- ▶ 18:55 Chris Power Um, you know, the fentanyl crisis in San Francisco is Chinese aggression.
Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
- ▶ 3:49 Art Levy Um, he was someone I got to know in San Francisco where I was living at the time.
- ▶ 9:31 Art Levy And to me, that's back to, hey, like people outside of just, you know, VCs in San Francisco are understanding and taking note
- ▶ 37:55 Art Levy The fact that it was being built in San Francisco, fortunately, or unfortunately, I think is relevant because you had the same group of founders, partners talking to each other and flagging that this is interesting.
- ▶ 51:30 Art Levy I could wear, so one time in San Francisco, and hopefully someone listening to this was at that party, but when I was at Teespring,
- ▶ 1:31:35 Art Levy Um, so right now it's Austin, SF, uh, Austin, SF, LA, and
Why a16z Bet $15 Million on THIS Controversial Startup · Sourcery with Molly O'Shea
Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO · Sourcery with Molly O'Shea
How Browserbase Raised $67.5M to Power AI Agents & Vibe Coders · Sourcery with Molly O'Shea
- ▶ 16:17 Paul Klein For the series A, we flew a plane over San Francisco and had a little banner. 2 times in the scene
- ▶ 17:40 Paul Klein My goal was that when you thought about headless browser infrastructure, um, you thought about Browsebase and specifically those people in San Francisco in the AI space thought about Browsebase.
- ▶ 22:16 Paul Klein It's AI driving a car in San Francisco, and it's doing a pretty good job.
- ▶ 32:40 Paul Klein So it's not just our SF bubble anymore.
- ▶ 35:07 Molly O'Shea You guys are based in San Francisco, but what's the current composition? 3 times in the scene
- ▶ 51:37 Molly O'Shea This one is like kind of spicy, but especially in SF, what do you think the best AI will be this month?
SpaceX, Stripe, Ramp, Anduril: Navigating Liquidity in Private Markets · Sourcery with Molly O'Shea
- ▶ 53:36 Molly O'Shea People were in the office a lot more in San Francisco, but like, I don't think VCs have ever been in their offices, but that's a tiny part of it. 6 times in the scene
How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
- ▶ 50:27 Packy McCormick I think there's a lot of social capital on the line, like an SF in particular, and being, like, the most excited about AI and, like, the biggest believer in scaling laws.
Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
- ▶ 35:01 Tomasz Tunguz Uh, and so we hit it off as a kind of an Uber ride to San Francisco.
Cyan Banister & Lee Jacobs: Investing in 'The Magically Weird' | SpaceX, Uber, Anduril · Sourcery with Molly O'Shea
- ▶ 1:34 Lee Jacobs Niantic is a good example of, you know, there's gonna be Pokemon walking around the streets of San Francisco.
How Lucy Guo Is Building A Creator Empire with Shaq, Kygo & Olivia Dunne | Passes · Sourcery with Molly O'Shea
Inside VC’s Existential Crisis: Jeff Morris Jr. on Surviving & Winning · Sourcery with Molly O'Shea
- ▶ 48:47 Jeff Morris Jr. Actually, I was very close to moving back to the Bay Area because I grew up in the Menlo Park area, spent a lot of time in San Francisco as an operator. 3 times in the scene
Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea
- ▶ 25:22 Sam D'Amico Um, and, and then you can do this other thing that I'd like to do when people come visit the office, and, and if anyone listening is hungry in San Francisco, please hit me up.
Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
- ▶ 2:52 Molly O'Shea I think we met early on, uh, in a women's investing group in New York City or San Francisco or something.
- ▶ 13:48 Grace Isford Obviously San Francisco has been great consistently.
- ▶ 28:01 Grace Isford Um, and I will not argue against SF because I do agree. 4 times in the scene
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