San Francisco

19 statements across 13 episodes · 8 bullish · 2 bearish · 12 people on the record · first statement May 17, 2017 by Ed McManus · said 245 times in 104 episodes since 2013 · across every show →

Mentions by year

brought up most by Craig Cannon (28), Michael Seibel (18), Dalton Caldwell (11), Arne Englander (10), Garry Tan (9), Ryan Hoover (6), Austen Allred (6), Patrick Collison (5)

tap a year for its mentions
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0132520132014201520162017201820192020202120222023202420252026episodes it came up in
002.51352520132014201520162017201820192020202120222023202420252026episodesmentions per episode
2026 33 mentions in 14 episodes 2 per episode
2025 44 mentions in 22 episodes 2 per episode
2024 3 mentions in 1 episode
2023 19 mentions in 5 episodes 4 per episode
2022 10 mentions in 4 episodes 3 per episode
2020 5 mentions in 1 episode
2019 51 mentions in 20 episodes 3 per episode
2018 47 mentions in 19 episodes 2 per episode
2017 32 mentions in 17 episodes 2 per episode
2013 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about San Francisco, oldest first

May 17, 2017 positive
Assertion Supported
HBO's Silicon Valley writers visit San Francisco startups before every season
“Before every season, they actually come up to San Francisco for, I think, like a week or two weeks and meet with a bunch of startups. So they, like, every writer goes through this kind of like you know, crash course to get up to speed.”
Ed McManus May 17, 2017 ▶ 5:54 The Technical Advisor for Silicon Valley on HBO: Ed McManus · Y Combinator
Sep 25, 2017 negative
Insight
Allen advises founders against bootstrapping startups in San Francisco
“Like I do not recommend trying to bootstrap in San Francisco, paying ridiculous rent here.”
Courtland Allen Sep 25, 2017 ▶ 55:32 Your Whole Goal Is to Not Quit - Courtland Allen of Indie Hackers · Y Combinator
Sep 27, 2017
Assertion Not checkable as stated
Adeney: Many San Francisco residents pay near-zero rent through special arrangements
“There's a lot of people who live in San Francisco for little to no rent just through special arrangements, like they're friends with somebody who has a space or they're trading services for rent or they own a place and then Airbnb out the rest of it or whateve…”
Mr. Money Mustache Sep 27, 2017 ▶ 7:11 Don't Start a Blog, Start a Cult - Mr. Money Mustache · Y Combinator
Sep 27, 2017 neutral
Opinion
Mr. Money Mustache: Self-driving cars are a loss if they enable mega-commutes
“Yeah, if we can keep the self-driving cars around so that they can reduce our crash rate and they can make our cities not be filled with inefficient parking lots, then that's a win. But if you're just doing a mega commute from like Pleasanton over to San Franc…”
Mr. Money Mustache Sep 27, 2017 ▶ 5:15 Don't Start a Blog, Start a Cult - Mr. Money Mustache · Y Combinator
Oct 3, 2018 neutral
Assertion Not checkable as stated
As of 2018, Front's workforce was 80% San Francisco and 20% Paris
“So we decided to have an office in Paris in January this year. And so now we have about 20% of our team in Paris and 80% here.”
Mathilde Collin Oct 3, 2018 ▶ 32:09 Mathilde Collin on Feature Prioritization and Employee Retention at Front · Y Combinator
Oct 11, 2018 neutral
Assertion Contradicted
Hua: San Francisco requires a 30% social equity workforce for cannabis
“Within San Francisco. You're gonna need to hire 30% of your workforce from social equity people. You also, as a dispensary, may need to have a certain amount or certain percentage of your shelf space of products created and manufactured by people from social e…”
David Hua Oct 11, 2018 ▶ 59:38 Cannabis Startup Founders David Hua and Vincent Ning on Legalization, Banking, and Industry Trends · Y Combinator
Jan 24, 2020
Assertion Supported
Seibel: Early Uber avoided rider subsidies due to immense natural demand
“So in the extreme beginning of Uber, what was so interesting was that it launched in San Francisco, and it launched as Uber Black, which is a really expensive product, actually. It wasn't well subsidized. And the real value is that it was impossible to get a t…”
Michael Seibel Jan 24, 2020 ▶ 47:56 YC SUS: Michael Seibel and Eric Migicovsky discuss How to Launch an MVP · Y Combinator
Jan 24, 2020
What-if
Seibel: Uber would have failed if it initially launched in NYC
“If Uber had launched in New York City, it wouldn't have worked. Because, like, the pain did not, yeah, did not exist in New York City. The pain was so great, great in San Francisco that everyone was willing to use Uber Black.”
Michael Seibel Jan 24, 2020 ▶ 48:40 YC SUS: Michael Seibel and Eric Migicovsky discuss How to Launch an MVP · Y Combinator
Jun 8, 2022 bullish
Opinion
Seibel: Anti-SF narratives ignore recent college graduates eager to move there
“I think that a lot of that content marketing is unfortunately written by like people our age, people with kids, people living in San Francisco for like the last two years who were generally pissy about COVID. And it was like less responding to someone who migh…”
Michael Seibel Jun 8, 2022 ▶ 7:22 Y Combinator Is Back In Person · Y Combinator
Jun 8, 2022 positive
Opinion
Caldwell: Tech workers and founders are moving back to SF and NYC
“I think a lot of folks are moving back right now. New York too. It just seems like people are going back to the big centers because they're getting bored and lonely and feel kind of over it.”
Dalton Caldwell Jun 8, 2022 ▶ 5:46 Y Combinator Is Back In Person · Y Combinator
Aug 1, 2023 positive
Insight
Caldwell: Founders get Bay Area network effects without living downtown
“We get the benefits of living in the Bay Area and having the network effects of the city. Without all living in, like, the, like, our lives are not the Twitter thread. Showing photos of what's going on in downtown San Francisco.”
Dalton Caldwell Aug 1, 2023 ▶ 7:33 Does Your Startup Need To Be In San Francisco? · Y Combinator
Aug 1, 2023 neutral
Opinion
Caldwell: Startups Do Not Need to Be in SF to Succeed
“I don't think everyone's startup needs to be in San Francisco to be successful. And that you could build a successful startup and not live in San Francisco.”
Dalton Caldwell Aug 1, 2023 ▶ 0:44 Does Your Startup Need To Be In San Francisco? · Y Combinator
Aug 1, 2023 bearish
Assertion Not checkable as stated
Caldwell: Few Top Tech Companies Were Built in SF Proper
“And so clearly in the history of this stuff, all these great companies were built outside of San Francisco. Like if we actually look, how many of the most epic companies in the world in tech were actually built in San Francisco? It's actually not that many. An…”
Dalton Caldwell Aug 1, 2023 ▶ 2:23 Does Your Startup Need To Be In San Francisco? · Y Combinator
Apr 18, 2025 positive
Opinion
Palicha: Recruiting high-quality talent is less competitive in India than San Francisco
“And so the big advantage is that you just have such an incredible talent base, and really, although it's very competitive, it's still a lot less competitive to get such high quality talent than it would be sitting in San Francisco, I'm sure.”
Aadit Palicha Apr 18, 2025 ▶ 28:00 How Zepto Became India’s Fastest Growing Startup · Y Combinator
Jul 8, 2025
Insight
Friedman: Dropping out of college due to startup FOMO leads to regret
“When college students are thinking about dropping out, and they're making it in a fear, they're making a fear-based decision, they have FOMO about startups happening in San Francisco, maybe their friend dropped out, and they're, like, worried that they're gonn…”
Jared Friedman Jul 8, 2025 ▶ 29:06 How to Spend Your 20s in the AI Era · Y Combinator
Jul 22, 2025 neutral
Disclosure
Physical Intelligence collected robot manipulation data across over 100 unique rooms
“And in total, we had more than a hundred unique rooms represented in the dataset.”
Chelsea Finn Jul 22, 2025 ▶ 18:28 Chelsea Finn: Building Robots That Can Do Anything · Y Combinator
Jul 31, 2025 positive
Assertion Not checkable as stated
Englander: Global finance technology buyers are surprisingly based in San Francisco
“There's a surprising number of decision makers for global firms around sort of technology implementation in San Francisco. It's not out of New York or out of London, it's out of San Francisco.”
Chas Englander Jul 31, 2025 ▶ 45:23 The Finance Startup Bringing Agentic AI to Wall Street · Y Combinator
Jul 31, 2025 bullish
Insight
Englander: Founders should do whatever it takes to move to San Francisco
“My view for what it's worth is I think people should do what it takes to move to San Francisco. If that's not possible, that's not where your customers are based. At the very least, as you said, move to a tier one city and try and be as close to you know, folk…”
Chas Englander Jul 31, 2025 ▶ 45:46 The Finance Startup Bringing Agentic AI to Wall Street · Y Combinator
Jun 10, 2026 bullish
Assertion Not checkable as stated
Brex Data: SF and NY Drive Token Consumption and Faster Growth
“When you look into the sort of ten-mile radius we're in now and maybe you include New York tons of token consumption and you could probably argue, and we see in the data also faster revenue growth.”
Pedro Franceschi Jun 10, 2026 ▶ 32:04 The Most AI-Pilled CEO We Know · Y Combinator
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