California

19 statements across 17 episodes · 5 bullish · 8 bearish · 10 people on the record · first statement Dec 19, 2024 by Jordi Hays · said 296 times in 111 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (96), Jordi Hays (61), Brad Gerstner (8), Augustus Doricko (7), Zach Kukoff (5), Tommy Norris (Landman Clip) (4), Teddy Warner (4), Russell D'Sa (4)

tap a year for its mentions
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03060202420252026episodes it came up in
002.530560202420252026episodesmentions per episode
2026 98 mentions in 47 episodes 2 per episode
2025 160 mentions in 56 episodes 3 per episode
2024 38 mentions in 8 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about California, oldest first

Dec 19, 2024 positive
Insight
Jordi Hays: Anyone can create tech luck by moving to California
“And the thing about tech that's interesting is, is it doesn't matter, like, a lot of the most successful people in tech were born far from the golden land of California, and totally made the effort to move here. And so, it doesn't, you know, being born here, m…”
Jordi Hays Dec 19, 2024 ▶ 3:49 You are NOT a Lottery Ticket (Peter Thiel Breakdown)
Jan 9, 2025
Assertion Supported
California recorded a $97B surplus but failed to fund fire prevention
“So California had a ninety seven billion dollar surplus in a single year. There was money to be proactive on these problems, particularly given the large fires in California in the same timeframe as the surplus.”
John Coogan Jan 9, 2025 ▶ 19:15 How the LA Fires Started (8 Top Theories)
Jan 9, 2025 negative
Insight
Coogan: Water Conservation Culture Makes California Land More Prone to Fire
“And there's this conservation mindset, but the flip side of that is that if you don't have a lot of groundwater everywhere, and the land around, around Los Angeles and in California is not just moist all the time, well then, it's prone to fire.”
John Coogan Jan 9, 2025 ▶ 24:46 How the LA Fires Started (8 Top Theories)
Jan 10, 2025 bearish
Prediction Not checkable as stated
Coogan: Pacific Palisades will sit empty for a decade under current building laws
“If the laws hold over the next few years, I mean, the Palisades is going to be empty for a decade. Like it's just going to take forever to rebuild anything.”
John Coogan Jan 10, 2025 ▶ 1:46:23 The US GOVERNMENT Files (Time for the Truth)
Jan 13, 2025
Assertion Supported
Hays: California home insurance premiums were only $30 above national average
“Policies in California were only 30 dollars higher than the national average home insurance policies in Florida. They're 2000 dollars higher.”
Jordi Hays Jan 13, 2025 ▶ 36:46 Insurance Companies Explained (How they actually work)
Jan 16, 2025 positive
Assertion Supported
Hays: Kin Insurance is actively issuing new home policies in California
“I reached out to kin.com just to, just as like a market research thing. And they called me like six times in the last few days. I finally picked up while we were at the grocery store earlier. And they were like, yeah, we're issuing new policies in California. …”
Jordi Hays Jan 16, 2025 ▶ 45:49 The Businesses Making $$$ off Disaster Relief
Mar 13, 2025 negative
Assertion Supported
Frank: California public schools cost roughly $20,000 per student annually
“In California, for example, it costs like 20,000 dollars a year to put a kid through the public school system, which is just like an extreme amount of money. And that's a little bit higher than the national average, but not by much.”
Chrisman Frank Mar 13, 2025 ▶ 8:21 Chrisman Frank on AI Tutors, the Path to Learning, and Struggles with the Modern School System.
Mar 17, 2025 positive
Opinion
Steinman: Forest management is solved and Europe avoids catastrophic fires through it
“Forestry management is a solved problem, right? Let these guys get out there. The Europeans laugh at us. The president talks about this all the time, but it is literally true. They don't have these types of catastrophic forest fires because they have good fore…”
Joshua Steinman Mar 17, 2025 ▶ 20:34 Joshua Steinman talks cybersecurity and the vulnerabilities of a digital world.
Apr 6, 2025
Assertion Contradicted
Doricko: California water strategy requires 500k farmland acres fallowed by 2030
“The California State Water Supply Strategy, like, from the Department of Natural Resources, says that half a million acres of farmland have to turn into desert by 2030 in California. In order to like maintain water supply for the cities.”
Augustus Doricko Apr 6, 2025 ▶ 3:19 Augustus Doricko (Rainmaker) Talks Terraforming, Regulation Battles, and Climate Tech
Apr 6, 2025 bullish
Disclosure
Doricko: Rainmaker will launch a land fund in 2026 to terraform desert
“I'm going to wait until Q one or Q two, 26 to do this, but we're just going to stand up a land fund and we're just going to start buying up the land that currently isn't arable, primarily in Arizona and California, because the same acre of land that's worth li…”
Augustus Doricko Apr 6, 2025 ▶ 18:56 Augustus Doricko (Rainmaker) Talks Terraforming, Regulation Battles, and Climate Tech
Apr 6, 2025 negative
Opinion
Handmer: California's Failures Threaten the Future of the Progressive Movement
“California. I live there. I love it. It's great. It's a great state, but it's not the state that anyone wants to be like right now. And that's a real problem for the future of the progressive movement.”
Casey Handmer Apr 6, 2025 ▶ 5:22 Casey Handmer (Terraform) on Turning Sunlight and Air into Fuel
Jul 5, 2025 negative
Insight
Kukoff: California State AI Regulation Would Effectively Act as National Policy
“And so if California tomorrow says, look, We're passing a European-style bill to severely curtail, which I think would be a disaster, to severely curtail AI development. That would, in effect, be a national bill.”
Zach Kukoff Jul 5, 2025 ▶ 1:18:08 Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
Jan 9, 2026 neutral
Assertion Supported
Hayes: Jensen Huang stated he does not care about California billionaire tax
“Jensen came out yesterday and said he doesn't care about California's proposed billionaire tax. Jensen Huang said he wasn't worried about a potential tax on billionaires in California breaking from a cadre of ultra wealthy residents who have spoken out against…”
Jordi Hays Jan 9, 2026 ▶ 18:19 The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN
Mar 10, 2026 positive
Prediction Not checkable as stated
Epstein: Suspending the Jones Act would lower California fuel prices
“And if you suspend the Jones act, then you can get more efficient transportation, which means we can at least have lower prices here. And we can have less of a price shock”
Alex Epstein Mar 10, 2026 ▶ 20:44 FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat
Apr 6, 2026 negative
Assertion Supported
Coogan: MedVi was sued in class action over California anti-spam law
“They were also sued in a class action lawsuit last month for violating California's anti-spam law.”
John Coogan Apr 6, 2026 ▶ 12:27 The $1B One-Person Company, China’s Pork Crisis, America’s New Weapon | Diet TBPN
May 29, 2026 negative
Prediction Open · timeframe Nov 2026
Gerstner: California wealth tax will fail and asset protection referendum will pass
“The wealth tax will be defeated. We will pass the retirement And personal asset protection act as a referendum in California, which will prohibit people from stealing your retirement money or your personal assets that will get passed.”
Brad Gerstner May 29, 2026 ▶ 43:18 Where Brad Gerstner Is Investing Billions
Jul 13, 2026 neutral
Assertion Supported
Paramount Weighs California Exit After State Blocks $110B WBD Merger
“Paramount is weighing whether to shift major operations out of California after Attorney General Rob Bonta and 11 other state attorneys general, I always get that wrong, filed today to block its one hundred and ten billion dollar acquisition of Warner Brothers…”
John Coogan Jul 13, 2026 ▶ 16:41 Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
Jul 20, 2026 bearish
Prediction Not checkable as stated
Proposed Billionaire Tax Has Harmed California and Will Wreck It
“I hope the billionaire tax fails. It will wreck California. If it passes, it's already harmed California.”
Tyler Cowen Jul 20, 2026 ▶ 18:07 Tyler Cowen Doesn't Think America Should Ban Chinese AI Models
Aug 12, 2026 neutral
Assertion Not checkable as stated
Coogan: Paramount threatens California exit if Attorney General delays settlement talks
“Ellison reportedly told his leadership team last week that the Paramount Skydance Board has already approved the relocation plans if negotiations with Bonta haven't begun by August first.”
John Coogan Aug 12, 2026 ▶ 8:32 Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
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