I'm on the investor side these days and this seems consistent with what I'm seeing. Aside from the "Oooh, AI, defense tech, yada yada" part of the article, I th

I'm on the investor side these days and this seems consistent with what I'm seeing. Aside from the "Oooh, AI, defense tech, yada yada" part of the article, I think the real estate angle is interesting in the context of the larger demographic trends (the US population pyramid has a wasp waist around Gen X, ref (1)) I kind of wonder what the shift will look like when the 40-50 crowd in the Valley retires over the next 10-20 years. Will they be replaced or will the housing prices come down? (1) https://en.wikipedia.org/wiki/Demographics_of_the_United_States#/media/File:USA_Population_Pyramid.svg https://en.wikipedia.org/wiki/Demographics_of_the_United_Sta...