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SF Moderates, Water, and Tech Power

Nov 18, 2025

Overview

  • Interview program covers San Francisco politics framed as “moderate” vs. progressives, and California water politics tied to agribusiness and urban sprawl.
  • Guests: journalist Laura Jadid on SF’s reactionary turn; journalist/filmmaker Yasha Levine on water privatization, the Resnicks, and fire/climate context.

San Francisco: Conditions and Narratives

  • Overall city clean in most areas; Tenderloin has acute misery blocks.
  • Real problems: highest unsheltered homelessness rate, extreme rents, high property crime; violent crime not high.
  • Pandemic population dip reversed; remote work drove office closures, not unique to SF.

Political Shifts and Key Events

  • School board recall catalyzed “moderate” surge; low-turnout but decisive, then DA Chesa Boudin recalled.
  • SF governments long dominated by moderates; progressive reputation dates to 1960s.
  • Budget cuts to social spending amid rising need; welfare drug-testing enacted.

Actors and Organizations Shaping SF Politics

  • VC-backed groups with liberal-sounding names push law-and-order, sweeps, National Guard proposals.
  • Funding ties include never-Trump Republicans and pro–private school advocates.
  • Strategy: present as “normal” vs. “bizarro” progressives; narrows Overton window.

Policy Examples and Outcomes

  • London Breed shifted from harm reduction to punitive approach; Linkage Center closed.
  • Overdose prevention was 100% at center; city overdoses rose in 2023 while national rates fell.
  • YIMBY push emphasizes market-led luxury builds; limited effect on affordability.

2024 Mayoral Politics

  • Three acceptable “moderates” to VC groups: Breed, Daniel Lurie, Mark Farrell; ranked-choice tactic used.
  • Mark Farrell platform: National Guard for homelessness, tax cuts, developer-friendly; hit with record ethics fine.
  • Daniel Lurie won; tech/AI friendly; Sam Altman on transition; tone milder but similar agenda.

Ideological Ecosystem: Tech Reactionaries

  • Effective accelerationism: all tech progress is morally good; opponents cast as “de-growthers.”
  • Marc Andreessen’s Techno-Optimist Manifesto; aspirations to transcend flesh, silica-based intelligence.
  • Dark Enlightenment (Nick Land, Curtis Yarvin): anti-Enlightenment, CEO-led city-states, proto-monarchy.
  • Network-state experiments cited (Prospera, Zuzalu); deregulated “freedom cities” echoes in national politics.
  • Significant money poured into SF politics (2020–2024 more than 2000–2020 total), yielding moderate gains.

California Water Politics and LA Fires Context

  • Fires blamed by right on identity politics; root causes: climate change, overdevelopment, water mismanagement.
  • LA’s sprawl enabled by aqueducts: Owens Valley heist, Colorado River, State Water Project from far north.
  • Suburban growth in fire-prone mountains increases exposure; nature’s limits reasserting.

The Resnicks and “Wonderful” Agribusiness

  • Linda and Stuart Resnick: vertically integrated conglomerate (pistachios, almonds, citrus, wineries, POM, Fiji Water).
  • Background: marketing and security businesses; massive Central Valley landholdings; private ownership.
  • Marketing prowess created pistachio demand; POM health claims penalized; juice from concentrate.

Central Valley Realities

  • Region among poorest in U.S.; laborers in toxic overlap of agriculture and oil.
  • Gigantic plantations; wealth extracted to coastal centers; communities lack clean tap water.
  • Lost Hills: workers’ undrinkable water beside pristine state aqueduct flows reserved for irrigation.

Privatization Mechanisms and Water Banking

  • Private water bank model: public water delivered, then privatized; farmers act as water bankers.
  • Victorville case: subprime-built desert suburb outstripped water; bought water from private controllers.
  • Water allocation driven by profit over public benefit; high-value export crops trump staples.

Environmental and Public Interest Concerns

  • Crops irrigated near/with oilfield water; petroleum odors noted; food grown atop oilfields.
  • Pistachios as water exports; large annual use cited relative to major cities.
  • Fiji Water: extraction from poor nation with limited clean water access; environmental and imperial critiques.

Comparative Framing and Media Narratives

  • Fortune article dismissed Resnick-fire hydrant link; broader systemic connections remain: shared aqueduct system underwrites both sprawl and agribusiness.
  • National policy parallels: proposals for AI buildouts and deregulated “freedom cities” align with tech reactionary agenda.

Structured Details

TopicWho/WhatKey DetailsImpacts/Outcomes
SF ConditionsCitywideClean in most areas; Tenderloin hot spots; high unsheltered homelessness; high property crimePerception gap fuels punitive politics
Catalyst EventsSchool board, DA recallLow-turnout recalls; exaggerated crisis narratives“Moderate” ascendancy, progressive blaming
Groups/FundersNeighbors for Better SF, Together SF, Grow SFLiberal branding; conservative policies; never-Trump GOP fundersShift Overton window; law-and-order focus
PoliciesHarm reduction vs. enforcementLinkage Center had 100% overdose prevention; later closureOverdose deaths rose in 2023 locally
Mayoral PoliticsBreed, Lurie, FarrellRanked-choice coalition; Farrell ethics fine; Lurie tech-alignedModerate mayor; AI/tech influence
Ideologiese/acc, Dark EnlightenmentUnfettered tech growth; CEO city-states; anti-EnlightenmentInfluence via VCs, podcasts, policy
LA Water SystemAqueductsOwens Valley, Colorado River, State Water ProjectEnabled sprawl in arid, fire-prone zones
ResnicksWonderful Co.Pistachios, POM, Fiji; private water control; marketing-driven demandEnormous water use; export of water via crops
Central ValleyLabor and environmentPoverty, pollution, oil-ag overlap; bad tap waterHealth risks; inequity near pristine aqueducts
Water BankingPrivate controlPublic water privatized in banks; resale to citiesMarket-first allocation; governance gap

Decisions

  • SF electorate moved to “moderate” leadership via recalls and mayoral outcome.
  • Policy pivot from harm reduction toward enforcement; Linkage Center closure proceeded.

Action Items

  • None explicitly assigned; implicit need for mainstream left alternatives and evidence-based harm reduction approaches.