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All-In Podcast

California Passed a Law Just to Shut One 24-Year-Old Blogger Up

California's counterattack on an investigator isn't denial, it's legislation: the moment he uploads the footage he shot, he's fined $4,000, then pays the other side's legal fees. The person who introduced the bill is the state attorney general's wife.

California high-speed railInvestigative journalismGovernment fraudCreator economyUS politics
The first half is the California high-speed rail ledger; the second half is how a blogger with no journalism training used undercover filming to force arrests and legislation. High information density, but the stance is unmistakable.

The argument · tap a timestamp to hear it

0:08

$15 billion of high-speed rail leading to nowhere

The first number Nick Shirley's new film gives is $15 billion and 18 years, and the number of towns California high-speed rail connects so far is zero. When it was approved in 2008, it promised to link Los Angeles and San Francisco; that same year China broke ground on its own high-speed rail, which now connects more than 30,000 miles and covers the entire country, while California's segment connects nothing. He calls it the "high-speed rail to nowhere," and it isn't a figure of speech — walk the route and all you see is concrete and rebar. To finish it would take another $100 to $200 billion.

— Nick Shirley
1:09

Cost went from $33 billion to $236 billion

The next entry in the same ledger: the original estimate was $33 billion, it jumped to $126 billion, and the latest estimate is $236 billion. By that number it would be the third most expensive infrastructure project in world history — first is the 1950s interstate highway system, second is the International Space Station. The people he interviews say the difference is this: you can drive I-5 or I-80 across the country, you can go to space, but "we will never ride California high-speed rail." His name for the project is "the most expensive piece of concrete known to man," while people in the Central Valley call it a modern Stonehenge. In a privately recorded clip from 2016, Newsom himself admitted he didn't believe the project would be built in our lifetime.

3:09

A third of the money goes to delay payouts

A third of the $15 billion went to "change order delays" — because the builders didn't know where the infrastructure was or how to build it. Contractors got compensation rights out of it: $170,000 a day, $5 million a month, for no reason other than that they couldn't start work. This February, California just closed a delay settlement of more than $500 million, the largest delay settlement yet. Meanwhile, California still hasn't bought high-speed rail trains; Nick's read is that they know there will never be a train on those tracks. He runs another calculation: at current ridership, buying one-way tickets outright, $15 billion would subsidise free one-way tickets from San Francisco to Los Angeles for 150 years, and at $236 billion, for 300 years.

9:11

The state senator says it's happening

State Senator Cortezi just pushed through $1 billion a year for 20 consecutive years. Nick asked him to his face: not an inch of track has been laid in California, how do you explain that? He said "it's happening," and asked the reporter whether he'd ever been there. Pressed on Newsom privately saying it was impossible, his answer was "maybe he did, maybe he didn't." Asked whether the rail authority has ever been held accountable for delays and overruns, he said "we're trying to hold them accountable." His justification isn't transportation but that this is the largest economic development project in the country, and nothing else in the country compares. That same day at 4:09 p.m., Nick walked into the California High-Speed Rail Authority office — nobody was there, even though they don't get off until 5.

12:11

California passed a law named after him

California passed AB2624, which legislators call the "Stop Nick Shirley Act": the moment an "immigration service provider" — including nonprofits and medical facilities — sends him a demand letter, he can't upload the video he shot; uploading brings a $4,000 fine first, then court, and if he loses he pays the other side's legal fees too. He says the law only appeared after his exposés, and he's suing California on the grounds that it's unconstitutional. Co-sponsor Chura took $80 million in government funding to do immigration advocacy; the person who introduced the bill is Mia Bont, the state attorney general's wife, and the attorney general's job is precisely to prosecute fraud. On the very day this episode was recorded, the California DOJ charged 12 people over $10 million in fraud, at a San Diego daycare he had filmed.

— Nick Shirley
21:17

They hate him because he didn't pick a side

Jason's mechanism is this: these people were idealistic once too, they wanted to expose things bravely, but they got captured, politicised, picked a side, so someone who doesn't pick a side is a threat to them. The way they criticise him isn't by saying he got it wrong, it's by saying his fact-checking isn't rigorous enough. Jason's rebuttal is that none of that matters: what matters is that he found real fraud, put people on camera, and then those people got charged, and he's the only one doing it. He says this used to be the job of 60 Minutes and Frontline, and they forgot how. Nick adds: nobody in the mainstream media has ever come to ask him how he does it, they all come to investigate him.

— Jason Calacanis
22:17

One video made a governor drop his re-election bid

The scale of the Minnesota daycare episode surprised even him: after the video went out there were disturbances and protests locally, and he says politicians were encouraging people to take to the streets because with ICE present, the crowd could cover the fraud. The result was Tim Walz dropping his re-election bid; the head of a money-laundering hub that took $4 million tried to fly to London on a one-way ticket, was arrested for daycare fraud, and has already pleaded guilty; he says the same area also broke its largest-ever autism fraud case at the same time. He attributes this output to cadence rather than inspiration: one video a week for two and a half years, and tipsters tell him where to go.

— Nick Shirley
27:17

The next honeypot is welfare fraud

What he digs into next is welfare fraud, which in his words is "absolutely insane": in Portland, Oregon, a strip club can take SNAP cards; adult day care, hospice, anywhere that takes government money is full of fraud. The cost lands on his personal safety: he now has to have security, because people genuinely want to kill him. What he turns over in his head before sleep is whether a fraudster who realises he's finished will just pull a gun and make sure the video never gets out. The remedy someone on the show proposes is for the audience to pay for researchers and security for him, on the grounds that Vice President J.D. Vance said 10% to 20% of tax revenue is wasted.

— Nick Shirley

In their own words · checked verbatim

This is all California has to show for $15 billion in 18 years of work.

Nick Shirley0:08

You can go to outer space. We will never ride California highspeed rail.

But today, they found 12 individuals who were all immigrants and they charged them of $10 million of fraud. That happened today.

Nick Shirley13:13

And if I do, I'll get a $4,000 fine. And then I'll have to go to court and I'll have to pay for their legal fees if they win.

Nick Shirley14:14

This was the job of 60 Minutes and Front Line and they forgot how to do their job.

Jason Calacanis21:17

they've become captured and politicized and they have picked a side. You haven't.

Jason Calacanis21:17

there's a strip club in Portland, Oregon where you can use your SNAP card.

Nick Shirley27:17

what's going to stop a fraudster from me knocking on his door and then he him realizing that his time's up and him just shooting me so the video doesn't get posted.

Nick Shirley28:18

Figures

California high-speed rail spent so far$15 billion, 18 years0:08
California high-speed rail estimate history$33 billion → $126 billion → $236 billion1:09
California high-speed rail annual appropriation$1 billion a year5:10
Government funding Chura received$80 million13:13
Views of the Minnesota video on X140 million (only a few million on YouTube)25:17

Glossary

immigration support service providers
The funded entities defined by the California law, including nonprofits and medical facilities — broadly, institutions that use tax money to serve immigrants.
AB2624 / Stop Nick Shirley Act
A California bill aimed at undercover filming: once a filmed institution sends a letter, the video may not be uploaded, and violators face fines and the other side's legal fees.
change order delays
Schedule delays caused by the route's location and construction plans being undecided; a third of California high-speed rail's cost went here.
SNAP
US federal food assistance, paid out on a card, which can be spent in ways it shouldn't be.

How to listen

Who it's for

Founders in the content and media business, investors watching the US fiscal and investigative-journalism ecosystem; anyone who wants to know what one person plus one platform can move.

Skip

From 6:10 to 8:11, the interviews with farmers and the city manager along the route can be fast-forwarded; the conclusions repeat what came before.