San Francisco

also referred to as: sf

18 statements across 16 episodes · 9 bullish · 6 bearish · 10 people on the record · first statement Nov 14, 2024 by Jordi Hays · said 387 times in 157 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (163), Jordi Hays (51), Justin Mares (8), Martin Shkreli (4), Dylan Patel (4), Will Depue (3), Nichole Wischoff (2), Koki Mochida (2)

tap a year for its mentions
00754015080202420252026episodesmentions
04080202420252026episodes it came up in
00440880202420252026episodesmentions per episode
2026 113 mentions in 60 episodes 2 per episode
2025 141 mentions in 77 episodes 2 per episode
2024 133 mentions in 20 episodes 7 per episode

every mention, scene by scene, with the transcript →

Everything said about San Francisco, oldest first

Nov 14, 2024 bullish
Insight
Hays: Investors Should Buy SF Real Estate to Recapture Startup Capital
“No, but I think one way to go long technology is to go long SF. That's what Gary's done. And if you want to benefit from that boom, fund the startups, but then buy up all the real estate. So you sort of recapture some of that Value, because a lot of founders' …”
Jordi Hays Nov 14, 2024 ▶ 48:15 Low T levels at Y-Combinator (ep9)
Nov 14, 2024 bullish
Prediction Not checkable as stated
Hays: San Francisco Will Benefit Massively From Local and Federal Momentum
“You've had Gary Focus deeply on San Francisco and having San Francisco you know, making a lot of positive progress on, on on things simultaneously having new momentum at the federal level, San Francisco is going to benefit massively from both of those trends.”
Jordi Hays Nov 14, 2024 ▶ 45:47 Low T levels at Y-Combinator (ep9)
Nov 16, 2024 bullish
Prediction Not checkable as stated
Coogan: Solving San Francisco makes Waymo's expansion to Chicago or LA easy
“Going into San Francisco, like crazy streets, tons of pedestrians, like shoddy streets, like all sorts of weather, fog, and also people that will vandalize you. So if they can solve that, it's going to be a breeze to go to Chicago or LA.”
John Coogan Nov 16, 2024 ▶ 1:06:14 What is the TRUMP BUBBLE? (ep11)
Nov 19, 2024 bullish
Prediction Not checkable as stated
Hays: Buying San Francisco real estate will likely yield strong 10-year returns
“Buying anything in that area, you're probably going to do pretty well.”
Jordi Hays Nov 19, 2024 ▶ 2:53:18 Who's Getting Rich Off Ozempic? (e12)
Dec 11, 2024 bullish
Opinion
Hays: San Francisco is currently very undervalued
“Sam will not rest until you can street park a Koenigsegg. So that is why SF is very undervalued right now.”
Jordi Hays Dec 11, 2024 ▶ 1:06:01 How we became the fastest growing podcast (ep20)
Dec 14, 2024 negative
Insight
Coogan: Tech previously ostracized peers rather than defending speech on city decay
“And yeah, the tech industry hadn't learned to like circle the wagons at all. And so there was just, it was just complete, complete scapegoating and then just ostracization. And you just became an apostate very quickly for doing anything like this.”
John Coogan Dec 14, 2024 ▶ 41:05 Surviving a VC Holiday Party (ep22)
Dec 14, 2024 negative
Assertion Not checkable as stated
Coogan: San Francisco post-COVID encampments became far more permanent
“The thing that I landed on as being like something that I noticed that was physically different was the number of barbecues that were on the street, like more permanent encampments because you're actually like living and cooking and like sometimes even hooking…”
John Coogan Dec 14, 2024 ▶ 42:26 Surviving a VC Holiday Party (ep22)
Jan 8, 2025 neutral
Assertion Supported
Coogan: Meta is moving its trust and safety team to Texas
“He's like, oh, and by the way, we're moving our trust and safety organization from San Francisco to Texas.”
John Coogan Jan 8, 2025 ▶ 1:19:06 How to WIN in 2025? (INSANE Predictions List)
Mar 11, 2025 negative
Opinion
Will Manidis: San Francisco church services feel like startup networking events
“Like even when you go to service in San Francisco, it does feel a little bit like this is like a networking event, right? Like why am I here for services and also pitching my startup?”
Will Manidis Mar 11, 2025 ▶ 5:26 Will Manidis talks private markets, walking in NYC, and Cash Chads vs. Leverage Kings.
Mar 14, 2025 bullish
Opinion
Mares: Building an AI startup outside San Francisco is a bad idea
“The reality is I think that like in SF, if you're building an AI company and you're not an SF right now, it's just, it just seems like a bad idea. Like you should just move to the place where all the AI stuff is, is happening outside of that though.”
Justin Mares Mar 14, 2025 ▶ 1:41 Justin Mares talks Tru Med, MAHA, and the Future of CPG.
Apr 26, 2025 negative
Disclosure
Asparouhov refuses Zoom calls with SF VCs who avoid visiting LA
“When you have less Zooms, then when somebody, like, I had this, like, VC asking me for a Zoom this week, and I was like, cool, you're an SF, just let me know next time you're LA. Like, if it's so important, just, like, take a five minute flight. And they're li…”
Delian Asparouhov Apr 26, 2025 ▶ 1:27 How Tech Can Save America | Delian Asparouhov on TBPN
May 4, 2025 positive
What-if
Tan: San Francisco would still be dying without OpenAI
“Without OpenAI success, SF would be dead and still dying.”
Garry Tan May 4, 2025 ▶ 4:16 We Went to DC to Interview Tech's Power Players
Feb 3, 2026
Disclosure
Patel is opening an SF office with Leopold Aschenbrenner and Dwarkesh Patel
“We're, you know, we're getting an office together, Leopold, myself, Dwarkesh, and then a client of mine, another hedge fund.”
Dylan Patel Feb 3, 2026 ▶ 34:10 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
Mar 2, 2026 neutral
Opinion
Thompson: Anthropic Commands SF Talent While OpenAI Aligns With America
“Anthropic has a local advantage in that most people, I think, in the industry are with them, and they have a national PR problem in that I think a lot of folks outside of tech don't understand why tech companies always try to Or resist helping the US governmen…”
Ben Thompson Mar 2, 2026 ▶ 28:26 FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
Mar 6, 2026 positive
Assertion Supported
Coogan: San Francisco office vacancy dropped from 36.9% to 33.5%
“Office vacancy fell from 36.9% to 33.5%.”
John Coogan Mar 6, 2026 ▶ 9:11 Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
Mar 23, 2026 negative
Assertion Not checkable as stated
Shkreli: Gray-market peptide users are mostly wealthy people in SF and NY
“The people that are take peptides and have these peptide stacks are mostly people in SF, maybe New York. They're very wealthy people. They don't know what the rest of the world looks like. Nobody else in middle, middle America is excited to do this.”
Martin Shkreli Mar 23, 2026 ▶ 7:23 The Great Peptide Debate with Martin Shkreli & Max Marchione
Apr 13, 2026 positive
Assertion Supported
Andy Dunn: Pie is live in three cities and expanding to five more
“That's live in Chicago, Austin, San Francisco. We're going live in New York and LA. We got other smaller markets percolating like Columbus and Milwaukee and Atlanta.”
Andy Dunn Apr 13, 2026 ▶ 3:19 Andy Dunn is Building the App to Get You Off Your Phone
Apr 13, 2026 negative
Assertion Supported
Coogan: Molotov cocktail thrown at Sam Altman's house amid SF attacks
“Sam Altman posted a blog post covering a Molotov cocktail that was thrown at his house. Then there was a shooting outside.”
John Coogan Apr 13, 2026 ▶ 20:43 Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPN
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