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SV tech giants creates artificial demand in SF by providing premium buses, without motivating any sort of supply. Developers can't choose to say, build more housing near the place of employment in SF because there isn't one. The closest would be to build near a bus stop -- which is completely ephemeral real estate.

And that's the point of the article. How can developers possibly respond to this demand?

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There's a lack of real estate for businesses in the city as well.

Getting an office for your tech startup isn't trivial nor cheap. A lot more of these companies in the south bay along the Caltrain could be in SF if there was more commercial real estate available.

Why is this "artificial"? Living in a big city and long commuting in/out is perfectly normal.

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