00:02:27.020In recent years, especially his work with respect to climate change became very like anti-alarmist,
00:02:33.200basically being like this, this will be OK.
00:02:35.700And in 2020, he publishes a book called Apocalypse Never, basically arguing that climate change is real, but the threat is overstated by environmentalists.0.94
00:02:48.080This is my least favorite shit where it's like, while correct on the merits, Greta Thunberg is like kind of annoying.0.78
00:02:54.240So like we have no choice but to form an alliance with Tucker Carlson.1.00
00:02:57.360Schellenberger is now just sort of like a right wing Twitter crank.
00:03:45.060So in 2021, he publishes San Francisco, Why Progressives Ruin Cities.
00:03:52.660If I could summarize the argument that Schellenberger makes on homelessness,
00:03:56.160It's that progressive policies and culture have created a permissiveness that allows people to remain homeless, to use drugs in public, to cause general discomfort while failing to address the real causes of homelessness.
00:04:13.640Running through the book is a claim that the left treats homelessness as a structural problem,
00:04:18.220the result of economic and housing policy, when it's actually primarily an individual problem
00:04:24.880driven by mental illness and addiction.
00:04:28.220That's why European countries have so little homelessness.
00:04:42.940Hey, I know it's hard out here, brother, but give this a read. Before we get into the book,
00:04:48.340I do think it's worth talking about the ways in which San Francisco is an outlier on homelessness
00:04:54.280issues and the ways in which things are, in fact, bad in San Francisco and across
00:04:59.820California on homelessness issues, because this isn't like a made up problem, right? San Francisco
00:05:05.780does, in fact, have what is in many ways a distinctly bad problem with homelessness.
00:05:11.060Yes. I think that a lot of people on the left get caught up justifiably talking about how bad faith conservatives are on this issue.
00:05:18.740And it makes it seem like we're denying that any problem exists or that it's upsetting.
00:05:23.560Yeah. I live in a city with also a huge homelessness crisis.
00:05:25.820And like it can be kind of scary to walk around and see so much like visible poverty and just like people in pain.
00:05:32.280Right. Those are all like understandable feelings to have.
00:05:35.480And, you know, homelessness is getting worse across the country by many metrics.
00:05:39.460and it's notably bad in California. California is 12 percent of the country, 30 percent of the
00:05:45.800homeless population, 50 percent of the unsheltered homeless population. And so San Francisco is sort
00:05:52.100of a microcosm of that. I want to walk through some of the stats here, some of the ways in which
00:05:56.980San Francisco is an outlier. It does have relatively high per capita homelessness. San Francisco also
00:06:03.560has a higher unsheltered homeless rate than most other cities. 57 percent of San Francisco's
00:06:08.220homeless population was unsheltered last year, and it's been even higher in prior years.
00:06:13.520Schellenberger brings this up. He says, like, New York's homeless population is very high,
00:06:17.740but it's 95 percent sheltered, right? This is driven largely by climate. Cities with harsh
00:06:23.740winters tend to have much higher rates of sheltered homeless. And I guess the basic idea
00:06:27.640is that it gets so cold in East Coast cities that homeless people will, like, die en masse
00:06:32.600if you let people sleep on the street. And so historically, the system's built up around the
00:06:37.400fact that it's kind of an emergency if somebody's sleeping without shelter and we need to get them
00:06:41.640inside or else they'll die. Whereas on the West Coast, the assumption is that, oh, they're going
00:06:47.000to be fine, even though many, many, many homeless people do in fact die on the streets. Seattle has
00:06:52.460six times more deaths of homeless people than we have homicides every year. It just isn't necessarily
00:06:56.760weather related. And there isn't the same sort of sense of urgency to get people indoors on the West
00:07:01.120Coast. Right. It's it's correlated with climate, but it appears to be largely driven by policy
00:07:06.960decisions that are downstream of climate. Yeah. Another area where San Francisco is a real
00:07:12.260outlier, and I think this is really important, is that its unsheltered homeless population is
00:07:16.520highly concentrated. Anyone who has visited San Francisco can attest to this. Right. The homeless
00:07:21.860populations are very heavily concentrated in a couple of neighborhoods. Those neighborhoods are
00:07:26.480also adjacent to tourist areas and business districts, which makes the unsheltered homelessness
00:07:32.740problem extremely visible. And I think that this is a big driver of San Francisco's reputation.
00:07:41.380It's also very important to stress that like we talk about like the homelessness crisis and just
00:07:45.560in objective terms, there is one. But when non-homeless people talk about this, what they're
00:07:50.220mostly talking about is a problem of visible poverty and mental illness and addiction.
00:07:55.420That's right. As I've gotten to know more of my homeless neighbors, my own neighborhood, a lot of the people you see like panhandling outside of grocery stores and stuff aren't homeless. Right. Many of them live in subsidized housing, but they don't get enough like income support from disability or whatever to afford food. And so they panhandle for extra money. And so they're not homeless. They're poor.
00:08:15.000By the way, I will be steel manning Schellenberger's arguments throughout this episode to try to come up with like what I think the best faith arguments are here.1.00
00:08:23.100Is this your way of being like, we're going to give him some credit, but he's a huge scumbag.0.99
00:10:14.100A lot of the conversation, both within the book and the broader discourse, is driven by this visceral reaction to visible homelessness, visible poverty, and visible addiction.
00:10:25.380And you can sort of see that here, right?
00:10:26.900There is a legitimate complaint under here, but a lot of it is just like, blech.
00:10:30.960This is also the perfect example of how viewing it from inside an SUV driving through the tenderloin versus viewing it as somebody who is homeless changes the problem that we're talking about.
00:10:42.080Because if you actually talk to homeless people, one of the things they say is that there's almost nowhere to go to the bathroom in America.
00:10:59.380The actual solution to this is to give homeless people somewhere to poop and pee.
00:11:03.800I also will throw out there that lampposts mostly get corroded by dog pee.
00:11:08.220Yeah. And also like drunk people. If you go to like central London, there's like these old buildings from the 1800s that have like visible divots in them from people coming out of Leicester Square and then peeing on them.
00:11:18.540Well, when it comes to the Brits, I do support a more Schellenberger-esque solution. So. All right. So he then moves into the substantive argument a bit. He starts off by explaining more or less what I outlined, that the homelessness issue in San Francisco has gotten worse.
00:11:35.900Yeah. This is all pretty uncontroversial, right? The real question is why and what to do about it.
00:11:42.600Yeah. And Schellenberger starts by listing off the things that he thinks do not explain San
00:11:49.300Francisco's outlier status. OK. First, he talks about climate. He says San Francisco's mild
00:11:56.260climate alone cannot explain why it has more homeless people than other cities. Miami,
00:12:02.360Phoenix and Houston have year-round warm weather and far fewer homeless than San Francisco per
00:12:09.440capita. This is a good introduction to Schellenberger because it's factually true,
00:12:15.760but also misleading and missing the point. He says San Francisco's mild climate alone
00:12:21.100cannot explain why it has more homeless people than other cities. No one thinks that climate
00:12:27.400is the sole cause of homelessness, right? Yeah, yeah, yeah. It's warm out. I'm going to sleep on
00:12:33.600the streets. Yeah, no one. This is like the story of how he presents and analyzes data in the book
00:12:39.100rather than laying it out in full and being like, okay, where are the correlations? What can we
00:12:43.720learn from this? What are the outliers? You just get these isolated little data points cherry
00:12:48.400picked and thrown at you without any context. What do we know? What the heat actually predicts
00:12:52.560is soft leadership. They're eating grapes. He then says that San Francisco's homelessness
00:12:57.280problem cannot be explained by high housing prices. Oh, here we go. This is one of the
00:13:02.380big claims of the book and the most controversial because there is widespread consensus among
00:13:07.500academics who study this that housing prices are one of, if not the primary driving forces
00:13:14.520of homelessness. So this is like his big bombshell argument here. And I'm going to
00:13:21.200send you a very short excerpt. All right. He says, nor can housing prices explain the
00:13:26.900discrepancy. Palo Alto and Beverly Hills have mild climates and expensive housing,
00:13:31.480but don't have San Francisco's homeless problem. I told you I'd be steel manning him. All right.
00:13:36.060So at first I was just like rolling my eyes at this, but then I was like, okay,
00:13:39.840maybe he has a point here, right? Palo Alto and Beverly Hills have very high rents and low
00:13:45.480homelessness. So the thing is that this is not what experts actually say. What experts say matter
00:13:51.940is housing prices relative to income. The most prominent study on this is from a few years back,
00:13:57.960and it's called inflection points in community level homeless rates. It was sponsored by Zillow.
00:14:03.260So everyone calls it the Zillow study. And it essentially showed that once rental costs
00:14:08.520surpassed about 30 percent of the median income in a given area, homelessness rates start shooting
00:14:14.500way up right so yes housing costs are very high in beverly hills but so is the median income
00:14:20.040so homelessness remains low it's also i think more instructive to talk about it as like a regional
00:14:24.880problem like regional housing costs rather than these like micro housing costs right these like
00:14:29.820much smaller neighborhoods because what i have heard from actual homeless people is that like0.98
00:14:34.620if you try to sleep outside in a rich neighborhood a fucking cop will come and harass you right and0.99
00:14:39.700like go to seattle like that's where you're supposed to be you're not supposed to be here1.00
00:14:42.480Right. It's a myth that like homeless people move across the country to get the best services.
00:14:46.180That's bullshit. But within a region, oftentimes it has like the same kind of housing price0.87
00:14:50.600dynamics. Homeless people oftentimes get pushed out of certain areas. And there's even documented
00:14:56.040cases in which wealthy suburbs will buy bus tickets. So Schellenberger is aware of the
00:15:01.420study and he tries to respond to it. He says, as for the study that was reported to find a
00:15:07.060correlation between rising rents and homelessness, a deeper look at the research reveals a more
00:15:11.920nuanced findings. Homelessness and affordability are correlated only in the context of certain
00:15:18.460local policy efforts and social attitudes. So it seems like he's saying that the Zillow study
00:15:24.700found that the correlation between housing prices and homelessness doesn't exist outside of some
00:15:29.760like very specific political and cultural settings. But that is absolutely not what the study says.
00:15:35.720What the researchers said was that certain factors such as local policy efforts and social
00:15:40.140attitudes may also impact homelessness rates, which is just sort of common sense, right?
00:15:45.060They were basically saying there are other latent variables at play here.
00:15:49.220So basically, the researchers were identifying some other variables in the mix, and Schellenberger
00:15:55.420is saying that that somehow undermines the entire study.
00:15:58.460But the study absolutely shows that housing prices correlate strongly with homelessness
00:17:30.460That jumped out to me because I've never seen an estimate even close to that.
00:17:36.400So I tracked down the report. And no, the report very clearly and repeatedly says that it's 4,000 homeless people suffering from mental illness and addiction out of 18,000 total homeless people, not out of 8,000. So the rate is not 50%. As Schellenberger says, it's about 22%, which is much more in line with what I would have understood.
00:17:58.880What happened is that the report is using the number of homeless people in the city in a given year, 18,000, while Schellenberger is using the point-in-time number, which is the number on a given night, 8,000.
00:18:10.740The reason that Schellenberger gets it wrong is because he didn't read the report.
00:18:14.700He just read a San Francisco Chronicle article about the report, which used the 4,000 number, and then he backfilled the denominator without knowing which metrics they were actually using.
00:18:23.940and how do i know that because i read the report and they say 18 000 over and over again there is
00:18:31.000literally no way you can read the report and not see we need to go to yale and get his boxes of
00:18:36.280stuff so we can see which passages he underlined the only way to solve this so okay if you're
00:18:41.920keeping score so far schellenberger has like hand waved away the most prominent and on point
00:18:48.160research on this issue. And then in making his own case, he just immediately relies on objectively
00:18:54.380false information. But then the thing is that statistic, like the percentage of homeless people
00:19:00.640with mental health problems and addiction, I don't even know how that's relevant. Because like if
00:19:05.380they're suffering from mental health problems and addiction, that's also an argument to help them
00:19:10.820with resources from the state. Well, he does support using resources from the state in a sense.
00:19:18.160Paying for homeless services is great as long as we're jailing them.
00:19:21.680The real reason that that stat doesn't matter is because mental health, addiction and homelessness are very hard to unpack because they are, as the experts say, bi-directional.
00:19:33.480Yeah, meaning that addiction and mental health can cause homelessness, but homelessness can cause addiction and mental health issues.
00:19:41.280the most obvious example is that like depression is often categorized as a mental mental illness
00:19:47.460for these purposes but like being homeless is depressing in the yeah in the literal sense that
00:19:53.940it causes it can cause depression i spoke to a lady in one of the tiny home villages in seattle
00:19:58.280who like started using meth after she was homeless and she did it so that she could stay up late
00:20:03.940enough to protect her belongings like people steal your stuff when you're asleep right i've
00:20:07.960also spoken to homeless people who said that they use drugs to keep warm. Yeah. I'm not going to say
00:20:11.780there's like a noble purpose of every single homeless person using drugs, but it's like,
00:20:16.000if I was living on the street, I can also imagine that I would use drugs like to cope with that or
00:20:21.240also to self-medicate if I don't have access to like the formal health system. Yeah. I mean,
00:20:25.420I use them to cope with stuff and I'm just a regular, a regular housed guy. So, so this sort
00:20:32.220of leads to a problem, which is it's hard to unpack which way the causation is cutting, right?
00:20:37.960So a simple way to do it would be to say, OK, if mental illness is a major cause of homelessness, you'd expect that places with high rates of mental illness would in turn have higher rates of homelessness.
00:21:01.880What they did was actually look at these things.
00:21:05.280And it turns out most of the states with significant rates of serious mental illness do not have high homeless rates.
00:21:13.200Utah, Alabama, Colorado, Delaware, Wisconsin, Oregon, Kentucky, West Virginia, and Vermont are the states with the highest levels of serious mental illness.
00:21:24.300And only one of them, Oregon, has relatively high homelessness.
00:21:28.120Really? The state with the worst per capita homelessness in the country, Hawaii, actually has among the lowest serious mental illness rates in the country. So, yeah, it's actually not that there's no correlation. There's a small negative correlation. States with high rates of mental illness have lower rates of homelessness on average.
00:21:49.160And that also gets back to the ratio of housing prices and income too, that if you're someone who's like really struggling with mental illness or like you have a break or something and you lose your job, if you have enough money to float your rent for a couple months as you recover, like that's going to prevent you from being homeless.
00:22:03.840But if you're like living check to check, barely getting by, losing, you know, two weeks of work can like really be the difference between you staying housed and not.
00:22:12.020There's also substance abuse, right? Higher rates of substance abuse actually are correlated with higher rates of homelessness, but only a small amount. The researchers found that they explain about 6% of the variance between states. By comparison, the median rent in a city explains 55% of the variance, meaning that housing costs are nearly 10 times better at predicting homelessness rates.
00:22:36.140But the remaining 40 percent is explained by attitudes and wokeness, fortunately.
00:22:41.640So, look, I don't want to overstate the case here, but this data just sort of annihilates Schellenberger's cool argument here.
00:22:50.940And more than that, I feel like it just shows that he's fundamentally doing propaganda.
00:22:56.500He's positing that the real issue here is addiction and mental illness.
00:23:01.400And you'd think that the bare minimum effort to put into making that case would be to examine
00:23:07.040whether places with high rates of addiction and mental illness also have high homelessness.
00:34:45.980He says, progressives also value liberty or freedom differently than conservatives.
00:34:50.760Many progressives reject the value of liberty for big tobacco and cigarette smokers, but embrace the value of liberty for fentanyl dealers and users.
00:35:16.540Progressives hate tobacco companies, but they love fentanyl dealers.1.00
00:35:20.760When he's not, like, butchering data or just, like, misrepresenting his sources, he's making the worst analogies you've ever heard in your fucking life.0.98
00:35:30.860Like, are progressive policies regarding smoking somehow comparable to their policies regarding fentanyl?0.96
00:35:39.380Like, give me a call when there's, like, a fentanyl section in restaurants.
00:37:34.600As you can imagine, Schellenberger goes absolutely nuts with this.
00:37:38.980Yeah, basically claiming that, like, the same forces that blinded people on the left to cult leader mass murderer Jim Jones are the forces that are now blinding them to the reality of the homeless situation in San Francisco.1.00
00:37:53.180I love that, like, we keep on the show coming across the stupidest shit. So he's basically saying that, like, did you know Jim Jones also wanted to help the homeless?0.96
00:38:02.960I will say that reading this book basically gave me a nonstop migraine because it's just
00:38:10.600like these constant like decontextualized data points and then like little anecdotes
00:39:17.540That's why we don't have crime in San Francisco anymore.
00:39:19.360This movie was called The Soft-On-Crime Prosecutor.
00:39:22.100Schellenberger says, in 2020, Boudin announced that he was not going to prosecute street-level drug dealers because, in part, they are, quote, themselves victims of human trafficking.
00:40:20.180In 2020, a Seattle city counselor introduced legislation to order the district attorney to stop enforcing laws if they are committed by the poor, the mentally ill or people with substance use disorders.
00:53:44.060It's pretty good evidence that you are like a fake independent journalist who's actually a0.96
00:53:48.960reactionary freak. Yeah. When you're getting like, quote unquote,0.98
00:53:51.400leaks from a billionaire to do is like reactionary bidding. Right.
00:53:55.560It's like not you like afflicting the comfortable.
00:53:57.520I don't think that his book is compelling, but it does read as effective propaganda to me. He is deep enough in the space that he can sort of use the vocabulary of progressives and the academics on these issues.
00:54:13.460And that's how I think he got himself into this space where he's like lauded on the right as like a foremost expert in policy, when in fact, he's just a guy who like started reading about it and like took an aggressive position.
00:54:31.400I think in the sort of overall framing of this as like a progressive issue, like how progressives ruined cities and then using homelessness as an example, to the extent that like there is a anti-progressive case to make, I do think that progressives underestimate the extent to which this is acting as an engine of radicalization for like people who live in cities.
00:54:51.960You know, I think the reality here is that progressives have not been able to cleanly articulate a satisfying answer to the homelessness question, right?
00:55:05.000You go to San Francisco, you see an encampment of people where there's open drug use and it feels a little dangerous.
00:55:13.260Saying, well, we need to provide these people with housing is not a satisfying answer when the alternative is we need to just clear these people out.
00:55:20.780Right. One of those is very clearly, if you look at the data, an effective solution. And one of
00:55:26.560them is very clearly not. Totally. That's a real problem for progressives. I'm not sure that I know
00:55:30.540the solution to it, but that's why shit like this is so effective because you look like a naive1.00
00:55:36.700chump to a lot of people when you start talking about like, well, we need to help them. Right.0.99
00:55:40.600Right. I don't know about other cities as well, but in Seattle, we're in this doom loop where
00:55:44.480the primary approach to homelessness is like policing. It's all this kind of punitive stuff.
00:55:50.260It's basically what Schellenberger wants.
00:55:52.240Like we're doing a ton of encampments.
00:56:49.760But then also I just don't think that homelessness actually follows partisan lines all that well.
00:56:56.440I think there's just like a bipartisan understanding that like we shouldn't be giving any free stuff to homeless people.
00:57:03.240There is like a severe misapprehension in the general population about what exactly liberal cities policies toward homeless people are.
00:57:12.180The sort of estimation of how far left like the San Francisco City Council is, for example, is wildly off base. Right.
00:57:22.940The reality is that the sort of like activists and scholars and whoever who are like really all about building affordable housing and making it easier to build affordable housing and housing and housing homeless people as like a number one priority are a fringe in politics in major cities.
00:57:43.980Yeah. Housing first is the stated approach of many major cities, including San Francisco.
00:57:50.540But that doesn't mean that they're actually taking steps to facilitate it.
00:57:53.620Years ago, I was writing an article on conspiracy theorists and I talk to this dude who's like super duper far right QAnon guy.
00:57:59.760And I was asking him, like, well, if you were president, like, what would you do with like criminal justice stuff?1.00
00:58:03.780And he's like, I'll tell you what, I would stop coddling black people.0.98
00:58:07.000And I was like, is it your understanding that the criminal justice system of the United States coddles black people?1.00
00:58:12.980It's like this is like the factual universe that he is existing within.0.62
00:58:18.680And I feel like there's something similar on homeless people where it's like we're way too nice to homeless people.0.96
00:58:22.640It's like all of this stuff is based on this concept of homeless people as just like some group that just gets all these goodies and it just isn't fucking true.
00:58:30.060You can see this in Schellenberger's discussion of victimology.0.94
00:58:33.880the position has become that it's straight up easier to be black to be a woman to be trans
00:58:41.600that that uh liberal society caters to you yeah if you are any of those things right um and it
00:58:49.300applies equally to homeless people the right the fact that progressives might step in and be like
00:58:55.700seems like you're in a shitty situation here are some uh benefits we can provide to help alleviate
00:59:01.960that, they see as like an overall advantage, right?
00:59:23.120It's so clearly nonsense, but it's something that I think Schellenberger is trying to
00:59:28.560articulate with his sort of victimology analysis.
00:59:31.760And I didn't even get into the sort of criminal justice elements.
00:59:35.520But like his whole argument there is basically that the new Jim Crow is wrong and that the
00:59:42.640actual driver of mass incarceration is not like low level drug offenses and racism, but
00:59:47.340just like an increase in violence in the black community.
00:59:50.560He's touching on like real academic research.
00:59:53.200There are like serious people who disagree with the new Jim Crow's analysis.0.73
00:59:57.020But what he's doing is basically being like, you might think that the way that we're treating black people or homeless people is unfair, but actually it's extremely fair.0.93
01:00:10.860And what we should be doing is maybe even treating them worse.1.00