Palo Alto
Article
Palo Alto is a recurring place in the Astral Codex Ten archive, appearing 5 times across 5 issues between June 23, 2022 and June 18, 2025. The archive places it in contexts such as “Palo Alto and Beverly Hills have mild climates and expensive housing but don’t have San Francisco’s homeless problem”; “the point about Palo Alto and Beverly Hills”; “any not just why there are so few homeless people in Palo Alto”. It most often appears alongside Chicago, California, San Francisco.
Metadata
- Category: Places
- Mention count: 5
- Issue count: 5
- First seen: June 23, 2022
- Last seen: June 18, 2025
Appears In
- Book Review: San Fransicko
- Highlights From The Comments On San Fransicko
- Highlights From The Comments On Last Week’s Model Cities Post
- Meetups Everywhere 2024: Times & Places
- ACX Grants 1-3 Year Updates
Related Pages
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- Chicago (5 shared issues)
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- California (4 shared issues)
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- San Francisco (4 shared issues)
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- Argentina (3 shared issues)
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- Bay Area (3 shared issues)
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- China (3 shared issues)
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- facebook (3 shared issues)
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- Houston (3 shared issues)
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- Los Angeles (3 shared issues)
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- Netherlands (3 shared issues)
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- New York (3 shared issues)
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- New York City (3 shared issues)
External Links
Source Context
Recovered passages from the original issue text. When the raw archive preserved outbound links inside the source passage, they are listed directly under the quote.
That regression line looks suspicious, but I hear computers are never wrong. So one possible conclusion is that SF has around the amount of homelessness you would predict from its very high housing prices, and around the percent unsheltered you would predict from its balmy winter weather, and there’s nothing further to be explained. Shellenberger does not like this conclusion. San Francisco’s mild climate alone cannot explain why it has more homeless people than other cities. Miami, Phoenix, and Houston have year-round warm weather and far fewer homeless than San Francisco per capita. Per capita homelessness in San Francisco, Greater Miami, Greater Phoenix, and Greater Houston in 2020 was 9.3, 1.3, 1.6, and 0.8 per 1,000 residents, respectively. And Greater Miami, Greater Phoenix, and Greater Houston saw their per capita homeless population decline from 2005 to 2020 by 39, 17, and 74 percent while San Francisco saw its rise 30 percent. Nor can housing prices explain the discrepancy. Palo Alto and Beverly Hills have mild climates and expensive housing but don’t have San Francisco’s homeless problem. As for the Zillow study that was reported to find a correlation between rising rents and homelessness, a deeper look at the research reveals a more nuanced finding. Homelessness and affordability are correlated only in the context of certain “local policy efforts [and] social attitudes,” concluded researchers. This feels like kind of a shell game. San Francisco’s mild climate alone can’t explain why it has more homeless people per capita than Miami or Houston. But as the graph above shows, housing prices do explain about 75% of the difference between SF and those two cities. But because the book talks about the Miami-SF discrepancy in the paragraph about climate instead of the paragraph about prices, it makes it sound like a mystery that neither prices nor climate can explain. The Zillow article mentioned is Homelessness Rises Faster Where Rents Exceed A Third Of Incomes, which is based on this study. Shellenberger’s summary is not really the researchers’ conclusion. The article does mention “local attitudes” and “social policy” once, but only to explain that the paper includes a term representing “latent factors” that they’re not going to bother distinguishing from each other in their model, and some of those terms could be local policy or social attitudes. Later they mention there are some outliers in their model (eg Houston), and it would be reasonable to assume that the latent factors help explain the outliers, but they don’t give us any reason to think that this is more interesting than the fact that every model ever will have outliers. But also, this is one study by Zillow. Alyssa and I both tried the same analysis, and found the same thing, with a correlation that’s unusually high for this kind of work. Sure, there are outliers, but San Francisco isn’t one of them. San Francisco is only a couple of percent off where the regression line would predict. That leaves the point about Palo Alto and Beverly Hills. They “have mild climates and expensive housing but don’t have San Francisco’s homeless problem”. At first I felt like this was cheating - yeah, rich suburbs don’t have lots of homelessness, come on. But “rich” and “high property values” are pretty close to synonyms. If you’re going to say that high property values cause homelessness, isn’t it in fact pretty surprising that rich suburbs don’t have it? In fact, if you’re a homeless person, why wouldn’t you want to live in a suburb? Quieter (so probably easier to sleep at night) more places out of sight to pitch tents, less crime (important if you’re living on the street!), and potentially lower cost of living in terms of food and goods. I tried looking into this issue and found explanations like: Usually it’s poor people who become homeless. Cities have more poor people than suburbs, because they have more rental units, small apartments, public transportation, and blue-collar jobs. Suburbs, by natural consequence of their layout, enforce a certain wealth minimum before people can live there, and people above that wealth minimum rarely lose everything and become homeless. It’s strange that poor people tend to live in cities (ie places with very high land values), and you have to wonder whether there are ways that could be different, but it does seem true.
Cities have more of a homeless “community”, in the sense that homeless people can band together for security, friendship, and exchange of goods and services (eg drugs). Whatever the factors involved, they have to explain not just why there are so few homeless people in Palo Alto, but also why there are so few homeless people in the nicer, less dense parts of San Francisco - as Alyssa points out, about half of the homeless in SF are concentrated in District 6 area with only 10% of the population. Another area with 10% of the population, supervisor district 4, has only about 1% of the homeless. District 4, which is about as suburban as Palo Alto, has about the same homelessness rate Palo Alto does, which makes it hard to argue that this is about SF vs. Palo Alto policy differences. The San Francisco districts with the highest (left) and lowest (right) homelessness rates. I correlated homelessness rate and population-adjusted density in the same cities I looked at above, but it didn’t add much predictive value to housing prices. Maybe this is restriction of range (all big cities are dense enough to have homelessness, compared to suburbs), or maybe the key feature is relative rather than absolute density (ie the homeless will go to the densest place nearby). Conclusion: No social phenomenon is ever caused by just one thing, but San Francisco’s homelessness rate is around where a housing-cost-based model would predict. San Fransicko briefly touches on this, but overall tries to de-emphasize it in favor of talking about drugs and mental illness. Critiques of patterns of emphasis are necessarily subjective, but the book’s pattern feels misleading to me. Claim 2: Standard Accounts Underemphasize The Role Of Drugs And Mental Illness In Homelessness Having argued homelessness isn’t just about poverty, the book goes on to say we’re neglecting the central role of mental illness and substance abuse: Over the last decades there were many visible signs that homelessness was about much more than poverty and housing. Between 2010 and 2020, the number of calls made to San Francisco’s 311 line complaining of used hypodermic needles on sidewalks, in parks, and elsewhere rose from 224 to 6,275. In 2018, footage of dozens of people slumped over in an entrance to a Bay Area Rapid Transit (BART) station, many with needles in their arm, went viral. “We call it the heroin freeze,” said one local. “They can stay that way for hours.” Said another, “It’s like the land of the living dead.” For decades researchers have documented much higher levels of mental illness and substance abuse among the homeless than in the rest of the population. It’s true that just 8 and 18 percent of homeless people point to mental illness and substance abuse, respectively, as the primary cause of their homelessness, but researchers have long understood that such self-reports are unreliable due to the socially undesirable nature of substance abuse, and the lack of insight that often accompanies mental illness. Using other methods, San Francisco’s Health Department in 2019 estimated that 4,000 of the city’s 8,035 homeless, sheltered and unsheltered, are both mentally ill and suffering from substance abuse. Of those 4,000, about 1,600 frequently used emergency psychiatric services. Shellenberger’s source for 4000 homeless people having these issues is this SF Chronicle article, which seems to based off of this report. The report does estimate 4000 homeless people with mental illness and substance abuse, but it uses a yearly rather than point estimate of homelessness, and finds 18,000 rather than 8,000 people. That means it only finds a 22% rate of these problems, not a 50% rate. Thanks to commenter Sean for hunting down this report and helping explain this. I looked for other statistics to provide context on this number. This 2013 San Francisco Homeless Count found that 29% admitted chronic depression, 15% PTSD, and 22% some other mental illness. About 30% admitted to a substance use disorder, although as far as I can tell this is just the number who admitted it was a disorder, so maybe more used drugs. This article by the Los Angeles Times describes an LA study finding that 25% of homeless people had mental health issues and 14% had drug issues. The Times re-analyzes it in a way that ups the numbers to 34% and 46%, respectively. But they don’t say exactly what choices they made differently, and the few they do give don’t really inspire confidence. Although in some cases they count questions clearly about mental illness which the official definition inexplicably refused to count, in others they decide to count anyone who has ever had mental illness, reversing a government decision to require the mental illness to be long-term (does this mean that if I lost my house tomorrow, the LA Times use me as an example of a “mentally ill homeless person” because I saw a psychiatrist for OCD when I was a kid?) Studies like these don’t show causation. Sure, mental illness can make people homeless. But homelessness can also cause mental illness. One SF study found psych diagnoses among the homeless to be evenly divided among depression, PTSD, and everything else. Homelessness is a depressing and traumatic environment. Just because someone who’s been on the streets for a year has depression or trauma, doesn’t mean that we should attribute their homelessness to mental illness. This study by the California Policy Lab does better. It asks what factors played a role in homeless people losing their homes, and finds that 50% of unsheltered and 17% of sheltered homeless point to mental illness (given SF’s balance, that suggests 37% of SF homeless would point to that problem). But I can’t help but notice that when you add up the percent of people who lost their homes due to physical illness, psych illness, and drug use, it totals 147%. Based on numbers from other studies, it looks like if you added in job loss, eviction, etc, the numbers would total well above 400%. This makes me think people are saying “yes” if the factor played even a minor role in their eventual homelessness, and this shouldn’t be treated as 37% of homeless having mental health issues being their main problem. The same study finds that about 66% of the homeless “have” some mental health problem, but this time they don’t tell us what question they asked or what criteria they use. What about psychosis in particular? This meta-analysis claims that in developed countries (a category to which San Francisco still nominally belongs) about 19% of homeless people qualify for diagnosis with a psychotic disorder, including 9% with schizophrenia in particular. Not all people with psychotic disorders are completely crazy all the time, and some very much are not, but this is at least a specific condition with real criteria. Conclusion: Overall, I’m disappointed in most of the published research on this question, which seems more interested in producing glossy brochures about funding disparities than in informing anybody what any of their numbers mean. But putting it all together and squinting really hard, I think we can tell a story where 10-20% of the homeless are seriously psychotic, and another 20-30% have contributing mental health conditions including depression, PTSD, and others. Somewhere between 25% and 50% of the homeless have substance abuse problems, and this probably mostly overlaps with the 25% - 50% who have psych diagnoses. I think San Fransicko gets this mostly right. Claim 3: “Housing First” Isn’t As Great As People Think, And Might Be Harmful The National Myth About Homelessness is that The Bad People are refusing to give people houses until they’ve “proven” they “deserve” them, thus perpetuating homelessness when they inevitably fail to qualify. The Good People have united under an exciting new banner called “Housing First” to push the revolutionary idea that people should get houses regardless of whether they conform to normal standards of respectability or not. Wherever this is adopted, homelessness rates fall, and the formerly homeless becoming healthier, safer, and more likely to re-integrate into society. Best of all, the program pays for itself in decreased health care and policing costs. The only impediment to solving homelessness everywhere is the Bad People who still insist on not housing the homeless until they’ve “earned” it. In real life, everyone important has been united under Housing First since the Bush administration made it national policy fifteen years ago, and most of the cities with spiraling homelessness crises have been pursuing Housing First policies for decades (eg San Francisco has been trying Housing First since the 1990s). The Obama and Trump administrations both set funding policies that penalized any non-Housing-First welfare programs. Still, everyone is sure that the reason there are still homeless people must be that some Housing First opponent still exists somewhere, ruining everything with their purity-testing ways. But actually these people have already been relegated to the conservative think tanks where moribund ideas go to die. I have looked through a lot of studies and articles to try to see how well Housing First works. I am most sympathetic to the conclusions of Tsai (2020), who basically says that: Homeless people who are given houses are more housed than homeless people who are not given houses. Way, way more housed. You would not believe how strong of an effect giving someone housing has on them being housed. The same is true for other outcome measures like “time spent experiencing homelessness”, “number of days spent in a temporary homeless shelter”, etc. You might think this is obvious, but this is used as the primary outcome in a lot of studies, and “success” on this metric is behind a lot of claims that “studies show Housing First works great!”
Inline links: https://substackcdn.com/image/fetch/$s_!ovsw!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fc1bfb053-9378-454c-a903-91d974a1a521_1610x407.png, this SF Chronicle article, this report, 2013 San Francisco Homeless Count, This article, This study, This meta-analysis, some very much are not, made it national policy, since the 1990s, funding policies, Tsai (2020)
But the stats I found were that 70% of SF homeless lived in SF before becoming homeless, 22% were elsewhere in California, and 8% were from other states. From this report, I gather most of the Californians were elsewhere in the Bay Area or nearby, and this is more like homeless people in Palo Alto going to San Francisco because it’s the nearest big city with a shelter, rather than people opportunistically seeking places with good social services. So while the opportunistic thing does happen, it doesn’t seem to be responsible for very much of the homeless presence.
Inline links: 70% of SF homeless, this report
Part of it would probably also be which people you have. Palo Alto nimbys are mostly people who moved to Palo Alto because they like having one-story houses with big yards and lots of roads. Presumably the sort of people who move into smaller high-density apartments in an area advertised as high-density would be more okay with keeping that level of density?
Contact: Michael Michalchik Contact Info: michaelmichalchik[plus ]acxlw[a t]gmail[d ot]com Time: Saturday, September 07th, 02:00 PM Location: 1970 Port Laurent Place, Newport Beach, Ca, 92660. I will be sitting on my front porch wearing a black shirt, Coordinates: https://plus.codes/8554J47R+Q8 Group Link: https://www.lesswrong.com/groups/ytkHvpQrvLHFcyDhx Notes: We have met most Saturdays for that last 2 years. We have had more than 70 meetings, Send me a email to get on our announcements re-mailer or check the less wrong community website for the orange county meetups. PALO ALTO, CALIFORNIA, USA Contact: Amy Contact Info: ajy[dot]dunphy[at]gmail[dot]com Time: Sunday, October 13th, 01:00 PM Location: Backyard of 789 Sutter Ave, Palo Alto 94303. Coordinates: https://plus.codes/849VCVMF+MX
Inline links: https://plus.codes/8554J47R+Q8, https://www.lesswrong.com/groups/ytkHvpQrvLHFcyDhx, https://plus.codes/849VCVMF+MX
Contact: Amy Contact Info: ajy[dot]dunphy[at]gmail[dot]com Time: Sunday, October 13th, 01:00 PM Location: Backyard of 789 Sutter Ave, Palo Alto 94303. Coordinates: https://plus.codes/849VCVMF+MX
Inline links: https://plus.codes/849VCVMF+MX
When I was originally awarded the ACX Grant, I wanted to develop a system that would autonomously design and test cell culture media. A lot has happened since then. I met my co-founder, Gabe Warshauer-Baker, who switched from working on self-driving cars at Waymo to working on self-driving labs at our new startup, Dragonase (https://dragonase.com). We believe that some of the most important challenges in anti-aging research are essentially culture media design problems, which we think we can solve. We have a couple of employees, and we now operate a small cell biology lab in Minneapolis and a small AI lab in Palo Alto. We've built an operational self-driving cell culture robot, and, although it's just a prototype, we're using it for stem cell expansion and rejuvenation experiments. All of this was seeded by the ACX Grant. Biology labs and GPUs are expensive, though, so additional support would help us a lot! Please contact us at contact@dragonase.com if you're interested.
Inline links: https://dragonase.com
Backlinks
- ACX Grants 1-3 Year Updates
- BART
- Bay Area Rapid Transit
- Book Review: San Fransicko
- Dennis Culhane
- Highlights From The Comments On Last Week’s Model Cities Post
- Highlights From The Comments On San Fransicko
- Housing First
- Meetups Everywhere 2024: Times & Places
- National Alliance to End Homelessness
- Places: P
- Proposition HHH
- San Fransicko
- San Fransicko
- SF Chronicle
- Shaked Koplewitz
- Shellenberger
- Tenderloin