Stefan, great piece. I've been traveling a bit in North America and connecting with my network globally and have noticed how hard hit the US businesses has been compared to other countries by COVID. And within the US, certain states and cities have shut down "harder" and "longer" than other cities and states. One of the most extreme example has been San Francisco, where we shut down first in the US and have stayed shut longest. It is a supply shock in the workforce, the economy, and with SMBs. This must-have caused many workers in SF to become remote. BUT... SF has just eased many of its strictist shutdown policies - barbershops can open indoors for the first time since early March - and within the last 5 days, there has been a large uptick of people and movement. If this continues with schools opening in-person and MUNI and other services returning, do you think this puts pressure on the WFH for SF workers, and by proxy, such a headline grabbing percentage of workers and teh WFH trend/lifestyle? Said another way, if SF rebounds, which I am seeing and feeling firsthand, will that slow the WFH on the West Coast tech scene?
Stefan, great piece. I've been traveling a bit in North America and connecting with my network globally and have noticed how hard hit the US businesses has been compared to other countries by COVID. And within the US, certain states and cities have shut down "harder" and "longer" than other cities and states. One of the most extreme example has been San Francisco, where we shut down first in the US and have stayed shut longest. It is a supply shock in the workforce, the economy, and with SMBs. This must-have caused many workers in SF to become remote. BUT... SF has just eased many of its strictist shutdown policies - barbershops can open indoors for the first time since early March - and within the last 5 days, there has been a large uptick of people and movement. If this continues with schools opening in-person and MUNI and other services returning, do you think this puts pressure on the WFH for SF workers, and by proxy, such a headline grabbing percentage of workers and teh WFH trend/lifestyle? Said another way, if SF rebounds, which I am seeing and feeling firsthand, will that slow the WFH on the West Coast tech scene?