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Housing & YIMBY

California is projected to lose nearly one million public school students by 2031—a 15.7% collapse driven by an affordability crisis that's pushing families to Idaho, Florida, and Texas. In San Francisco, the dysfunction is on full display: SFMTA quietly gutted 365 of 465 promised affordable units from a major transit project after admitting the funding was never real, while a Chinatown housing nonprofit sits on $163 million in assets and 29 LLCs with questions mounting about financial disclosure. Across the state, a growing debate is exposing the tension between progressive housing politics and basic economics—with developers, reformers, and departing families all reaching the same conclusion.

California Will Lose a Million Students
Housing & YIMBY Merit & Excellence

California Will Lose a Million Students

Federal data projects a 15.7% enrollment collapse by 2031, the worst of any major state. Meanwhile, Idaho and Florida are growing. This isn't inevitable—it's what happens when the cost of housing skyrockets and the quality of education declines.

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SFMTA Promised 465 Affordable Units. There Was Never a Plan to Pay for Them.
Housing & YIMBY State Capacity

SFMTA Promised 465 Affordable Units. There Was Never a Plan to Pay for Them.

The Mission spent eight years in working groups designing housing that SFMTA admitted was only ever a future possibility — never a funded commitment. Then the city cut 365 units and called it a compromise.

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The Left's Housing Math Doesn't Add Up
Housing & YIMBY New York City

The Left's Housing Math Doesn't Add Up

NYC and LA progressives promise rent freezes plus new construction. Every city that's tried gets ghost apartments instead.

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The Builder Class vs The Luxury Beliefs Class
Elections & Voting Integrity Housing & YIMBY

The Builder Class vs The Luxury Beliefs Class

While virtue signaling politicians and their donors sip champagne, real builders walk the fire rubble of Pacific Palisades and work with startup founders to create jobs

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$127 Billion for One City. Worse Outcomes Than Houston.
Budgets & Fiscal Policy Housing & YIMBY

$127 Billion for One City. Worse Outcomes Than Houston.

Fareed Zakaria just said the quiet part out loud: blue cities are out of control. But San Francisco might actually be charting a different course.

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Data Center NIMBYs Are Killing $1 Trillion in AI Infrastructure
Techno-Optimism Budgets & Fiscal Policy

Data Center NIMBYs Are Killing $1 Trillion in AI Infrastructure

Housing NIMBYs already took 36% of GDP. Now the same playbook is blocking the AI economy. The states that figure out how to share the upside will win the future.

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NYC's Socialist Mayor Raids the Piggy Bank
Budgets & Fiscal Policy Housing & YIMBY

NYC's Socialist Mayor Raids the Piggy Bank

Zohran Mamdani will increase net spending to defend 3 core policy pillars that are destined for failure

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California Taxes Affordable Housing Into Oblivion
Housing & YIMBY Budgets & Fiscal Policy

California Taxes Affordable Housing Into Oblivion

Cities skim $300 million a year in fees from affordable housing projects, then wonder why we can't house families.

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From Zero to 2,000: Mahan's Housing Miracle
Housing & YIMBY Tech

From Zero to 2,000: Mahan's Housing Miracle

San Jose built ZERO market rate homes in 2024. Then Matt Mahan cut the fees, and everything changed.

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