The title of this article perhaps indicates a move from 1 to 3 or 4 but its content discusses 2. All the information I've seen is that business are definitely moving more to 2 than 3 or 4, though some do see this a just a first step.
Its a big difference for the future of cities as 2 is more 'coastal historic town just outside the city', 3 is more 'small town in the same part of the world' and 4 is more 'move to thailand'.
2 is still a local workforce with visas and taxation where 4 is a global workforce available anywhere with a base level of infrastructure, and little taxation for service-based business until there is greater international cooperation.