In the 6 months from October 2017 to April 2017, the San Francisco housing market was a couple thousand units, per the MLS [0]. Lyft and Uber each have thousands of headquarters employees. The number of employees who will make windfalls in 2019 is easily larger than the number of homes for which they’ll compete.
Minuscule compared to the housing stock sure.
[0] https://www.allisonchapleau.com/marketreports/san-francisco-...