California

14 statements across 5 episodes · 3 bullish · 3 bearish · 6 people on the record · first statement Oct 10, 2018 by Ralph Goody · said 81 times in 35 episodes since 2017 · across every show →

Mentions by year

brought up most by Craig Cannon (14), Vincent Ning (12), Garry Tan (6), David Hua (6), Cory Doctorow (5), Paul Buchheit (2), Ooshma Garg (2), Mike Knoop (2)

tap a year for its mentions
00251050202017201820192020202120222023202420252026episodesmentions
010202017201820192020202120222023202420252026episodes it came up in
001.5103202017201820192020202120222023202420252026episodesmentions per episode
2026 5 mentions in 4 episodes 1 per episode
2025 10 mentions in 6 episodes 2 per episode
2024 1 mention in 1 episode
2020 1 mention in 1 episode
2019 13 mentions in 5 episodes 3 per episode
2018 47 mentions in 16 episodes 3 per episode
2017 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about California, oldest first

Oct 10, 2018 positive
Assertion Not checkable as stated
Gootee: PlanGrid is used on most California hospitals and tech campuses
“Plain Grid's used to build all, ah, in California, most, most hospitals, most jails, most heavy civil road work were used on all the tech campuses, all of the different government buildings that go up.”
Ralph Goody Oct 10, 2018 ▶ 30:58 Startup Technology - Technical Founder Advice · Y Combinator
Oct 11, 2018 negative
Assertion Supported
Hua: 67% of California lacks local regulations, blocking state cannabis permits
“33% of the state that has some form of local laws, and then 67% of the state that has no laws whatsoever. And because of that, you have this disconnect between state law where you can get your permits, but you can't get a permit unless you get your local permi…”
David Hua Oct 11, 2018 ▶ 27:45 Cannabis Startup Founders David Hua and Vincent Ning on Legalization, Banking, and Industry Trends · Y Combinator
Oct 11, 2018
Assertion Not checkable as stated
Hua: 90% of California cannabis dispensaries are mom-and-pop shops
“I mean, 90% of the shops are mom and pop right now in California.”
David Hua Oct 11, 2018 ▶ 19:58 Cannabis Startup Founders David Hua and Vincent Ning on Legalization, Banking, and Industry Trends · Y Combinator
Oct 11, 2018
Prediction Partly held up
Hua: California adult-use sales will hit $3B while medical collapses
“Last year we probably did three billion dollars in medical sales. This year we'll probably do as much of that in adult use sales and medical will be a fraction of that. Maybe, you know, half a billion if we get there.”
David Hua Oct 11, 2018 ▶ 27:30 Cannabis Startup Founders David Hua and Vincent Ning on Legalization, Banking, and Industry Trends · Y Combinator
Oct 11, 2018
Assertion Partly supported
Ning: 80% of US cannabis historically came from California
“A couple years ago including the black market, 80% of the cannabis in the United States came out of California”
Vincent Ning Oct 11, 2018 ▶ 24:05 Cannabis Startup Founders David Hua and Vincent Ning on Legalization, Banking, and Industry Trends · Y Combinator
Oct 11, 2018
Disclosure
Ning: Nabis founders personally drove hundreds of thousands in unregulated weed
“I when we first started this we had a friend who basically ran, like, a pre-roll company that was distributing across California, and prior to regulation, this year is very much just like a backpacking industry where people would deliver their own products to …”
Vincent Ning Oct 11, 2018 ▶ 1:01:10 Cannabis Startup Founders David Hua and Vincent Ning on Legalization, Banking, and Industry Trends · Y Combinator
Oct 11, 2018 bullish
Prediction Didn’t hold up
Ning: Well-capitalized Canadian public companies will drive US cannabis consolidation
“I think part of the whole like consolidation pattern that will Come just because the market's so fragmented right now will be heavily pressurized by Canadian like publicly traded, heavily capitalized companies. Just because they're coming in and they're buying…”
Vincent Ning Oct 11, 2018 ▶ 30:16 Cannabis Startup Founders David Hua and Vincent Ning on Legalization, Banking, and Industry Trends · Y Combinator
Oct 11, 2018 neutral
Disclosure
Ning: Nabis expands interstate via segregated entities to avoid federal law
“Although we're currently in California, we actually have to set up a different legal entity in each state so that we segregate out our business so it's not interstate commerce and, you know, basically expand that way from state to state, and then have, like, a…”
Vincent Ning Oct 11, 2018 ▶ 43:23 Cannabis Startup Founders David Hua and Vincent Ning on Legalization, Banking, and Industry Trends · Y Combinator
Oct 11, 2018 neutral
Assertion Supported
Hua: California will remove the one-acre cannabis cultivation cap in 2023
“There is something that happens in twenty-twenty-three with the laws that allow that removes a one-acre cap. you know, right now, if you're growing, you have a one-acre cap that you can grow in. However, people have been doing stacking, so they get a bunch of…”
David Hua Oct 11, 2018 ▶ 45:00 Cannabis Startup Founders David Hua and Vincent Ning on Legalization, Banking, and Industry Trends · Y Combinator
Oct 11, 2018
Assertion Supported
Hua: Proposed rules allow cannabis delivery into locally banned California cities
“And in that this iteration, there was a proposed reg on allowing delivery operators to deliver anywhere into the state, even in prohibited areas, which is in contention with the chiefs of police, the league of cities that California definitely prides itself on…”
David Hua Oct 11, 2018 ▶ 32:41 Cannabis Startup Founders David Hua and Vincent Ning on Legalization, Banking, and Industry Trends · Y Combinator
Oct 11, 2018 neutral
Assertion Supported
Ning: California requires a licensed distributor for all B2B cannabis transit
“No one can move product between two different license entities without a distributor. So even if you're just like a farm moving your product to a manufacturer, you have to contract out a distributor or get your own distributor's license in order to move it.”
Vincent Ning Oct 11, 2018 ▶ 34:18 Cannabis Startup Founders David Hua and Vincent Ning on Legalization, Banking, and Industry Trends · Y Combinator
Feb 27, 2019 positive
Assertion Not checkable as stated
Cover Earns $200–$300 Commission on Average $1,600 California Auto Policy
“Like a single auto policy that we sell in California, the average premium is something like 1600 dollars. Just as a distributor of insurance, never mind underwriting or the, you know, moving down the margin stack. You know, we earn anywhere between 203 hundred…”
Karn Saroya Feb 27, 2019 ▶ 10:50 Karn Saroya on the Capital-Light Way to Start an Insurance Business · Y Combinator
Nov 27, 2019 negative
Assertion Supported
Doctorow: Big Tech and entertainment companies secretly colluded on anti-poaching agreements
“In California, we have no enforceable non-competes, so the big tech companies all got together in secret with the big entertainment companies and agreed that they wouldn't hire each other's employees, top employees.”
Cory Doctorow Nov 27, 2019 ▶ 43:39 Cory Doctorow and Joe Betts-Lacroix on Adversarial Interoperability · Y Combinator
Dec 22, 2025 negative
Opinion
Tan: Environmental lobby abuses CEQA to halt innovation and housing
“In California we have CEQA, which is totally abused by the environmental lobby to stop all innovation and building housing, by the way.”
Garry Tan Dec 22, 2025 ▶ 16:01 The Truth About The AI Bubble · Y Combinator
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