And yet most Bay Area techies continue to discuss these trends as something that could happen but probably won't
The train left the station years ago, Google seems to be the only company doubling-down on Commercial Real Estate in the Bay Area and they will surely also soon start to backpedal...what demand is there for their San Jose megacampus? This in addition to buying up old Cisco properties, Moffett Field, other new construction, and now the proposal of yet-another "company town" in Mountain View? Someone needs to have a talk with whoever there thinks Commercial Real Estate is a good hedge in 2020.