San Francisco's Rise: Housing, Tech Correction, and Civic Joy

Resources

Books

• "The Economist" - Mentioned as a publication that, along with "Wall Street Journal," accurately predicted the unwinding of the dot-com bubble.
• "Wall Street Journal" - Mentioned as a publication that, along with "The Economist," accurately predicted the unwinding of the dot-com bubble.

Videos & Documentaries

• "The Pussy Grabber Thing" - Referenced as a problematic audio recording that, if a photo existed, would have been game over for a political figure.

Research & Studies

• Schiller Index - Used to analyze inflation-adjusted PE ratios in the context of AI stock valuations.
• Buffett Index - Used to measure market cap as a percentage of GDP in the context of AI stock valuations.

Tools & Software

• Odoo - An all-in-one integrated business software platform including CRM, accounting, inventory, e-commerce, and HR.
• Upwork Business Plus - A service that provides access to top-tier freelancers for marketing, design, AI, and more.
• License Plate Readers - Technology being used by San Francisco law enforcement to identify and catch criminals.
• Drones - Being used by San Francisco law enforcement as a first responder tool.

Articles & Papers

• AI Earnings Don't Support Valuations - A potential reason discussed for the downturn in tech and AI stocks.

People Mentioned

• Jeffrey Epstein - A figure whose documents and associated fallout are a major topic of discussion.
• Ghislaine Maxwell - Mentioned in relation to her prison transfer and the Epstein documents.
• George Conway - Engaged in a Twitter spat concerning the Epstein documents and Ghislaine Maxwell's transfer.
• Todd Blanch - Deputy AG who seemed to admit that the Epstein document dump undermined his interview with Ghislaine Maxwell.
• Donald Trump - Mentioned in relation to the Epstein documents, potentially dissuaded from sending federal troops to San Francisco, and his potential political future.
• J.D. Vance - Mentioned as a potential future president and in relation to the Epstein documents.
• Hillary Clinton - Her email server situation is brought up as a comparison to the Epstein document release.
• Peter Thiel - Mentioned as a potential president and in relation to the Epstein emails.
• Larry Summers - Mentioned as receiving dating advice from Epstein in the released documents.
• Megan Kelly - Criticized for her comments parsing the age of individuals in the Epstein documents.
• Andrew - Referred to in the context of a problematic photograph, similar to a political figure's "pussy grabbing thing."
• Hakeem Jeffries - Mentioned in relation to a doctored photo by Trump.
• John Kennedy - Louisiana Senator who commented on voting for the release of the Epstein documents.
• Gavin Newsom - Mentioned in relation to a deal with Google founders and a proposed chairlift in San Francisco.
• Jenssen Huang - Co-founder of Nvidia, mentioned in the context of AI valuations.
• Sam Altman - CEO of OpenAI, mentioned in the context of AI valuations and potential economic impact.
• Michael Bury - Famous short seller who has been talking about AI.
• Julian Robertson - An incredibly smart investor who, along with others, called the dot-com bubble.
• Elon Musk - Mentioned in relation to the Epstein documents and veiled threats.
• Mitch McConnell - Mentioned in relation to the blocking of hemp legalization.
• Harvey Milk - Mentioned in relation to naming a frigate.
• Andrew Huberman - Mentioned as a guest on the podcast discussing substances and young people's lives.
• Peter Attia - Mentioned as a guest on the podcast discussing substances and young people's lives.
• Robert May - A friend of the host mentioned as being present.
• Jeff Swisher - The host's brother.
• Dana Swisher - The host's brother's wife.
• Debbie Brubaker - Scott Galloway's fourth-grade girlfriend.
• Louis - The host's son, moving back to San Francisco.

Organizations & Institutions

• Odoo - Business software company.
• Upwork - Freelancer platform.
• Apple - Mentioned for its "loud environment notification."
• Blackstone - Nearing a deal to acquire the Four Seasons Hotel in San Francisco.
• Fox News - Mentioned as having attacked San Francisco.
• Nintendo - Retailer reinvesting in San Francisco.
• Zara - Retailer reinvesting in San Francisco.
• Uniqlo - Retailer reinvesting in San Francisco.
• OpenAI - AI company mentioned in relation to LLM investments and compute commitments.
• Anthropic - AI company mentioned in relation to LLM investments.
• Tipping Point - Organization previously run by the Mayor of San Francisco.
• Partnership for San Francisco - An organization modeled after a New York City initiative, with 35 business leaders committed to the city.
• Civic Joy Fund - An initiative for trash pickups across San Francisco.
• Stanford - University mentioned in San Francisco's innovative ecosystem.
• Cal - University mentioned in San Francisco's innovative ecosystem.
• UCSF - University mentioned in San Francisco's innovative ecosystem.
• Cursor - A new company mentioned in San Francisco's innovative ecosystem.
• Nvidia - Semiconductor company whose stock is discussed in relation to AI valuations and market impact.
• Broadcom - Tech company whose stock slid.
• Alphabet - Tech company whose stock slid.
• Meta - Company whose stock crashed on disappointing earnings and is mentioned for its advertising revenue and investments.
• Disney - Company whose stock crashed on disappointing earnings.
• Fed - Federal Reserve, mentioned in relation to interest rate cut possibilities.
• Cisco - Company that lost significant value during the dot-com bubble.
• Amazon - Company that lost significant value during the dot-com bubble.
• PepsiCo - Non-tech company mentioned as scaling back LLM investments.
• Toyota - Non-tech company mentioned as scaling back LLM investments.
• Oracle - Company with whom OpenAI has a compute commitment.
• Gateway Computer - A company Scott Galloway was on the board of.
• CCP (Chinese Communist Party) - Mentioned as potentially dumping cheap AI LLMs to disrupt the US economy.
• Justice Department - Mentioned in relation to the Epstein documents and clemency processes.
• NCAA - Mentioned in the context of transgender athletes competing.
• FBI - Mentioned in relation to the release of Epstein files.
• DOJ - Department of Justice, mentioned as being run by the President's personal attorney.
• Sonoma Hills Farm - An Ocal certified organic cannabis farm.
• Vox Media - Parent company of the podcast.
• New York Magazine - Associated with the podcast.

Courses & Educational Resources

• Platformer - A writer and analyst recommended by the host.

Websites & Online Resources

• Odoo.com - Website for Odoo business software.
• Upwork.com/save - Website for Upwork business plus with a special offer.
• Nymag.com/lastpod - Website to subscribe to New York magazine.

Other Resources

• Family Zoning Plan - San Francisco's plan for denser zoning along commercial corridors.
• Muni - San Francisco's public transit system, mentioned for funding.
• Civic Joy Fund - A fund for trash pickups in San Francisco.
• Doge - Cryptocurrency mentioned in relation to Elon Musk.
• Executive Time - Mentioned as Trump's daily calendar item for watching Fox News.
• Meme Coin - Mentioned in relation to Trump's potential actions before inauguration.
• Hemp - Mentioned as being banned in Congress.
• Mycoxafloppin - Generic term for an erectile dysfunction drug.
• Ocal Certified Organic Cannabis Farm - Type of farm mentioned.
• Prop 215 - California's medical cannabis law (implied by discussion of legalization).
• 3 Strikes Law - Mentioned in the context of the justice system and prison sentencing.