Mike Solana

This article from @publiccommentsf has been making the rounds. They report ~90k address changes out of SF since March but, conveniently backing the narrative, don't mention how many address changes flowed in. Is this raw data published anywhere? https://www.publiccommentsf.com/post/u-s-postal-service-data-suggests-significant-population-decline-in-san-francisco …

What's the unit we care about. We surely care about net numbers, not gross, but.... Is it households or individuals? Specific neighborhoods or the city as a whole? What about the whole region? This reminds me of the population vs counties vs state questions from US elections.

I think the shock of the crisis is only short term. In the long run, the only structural change is the growth of remote work as an option in many industries. This affects SF, for sure, but it doesn't mean HQs are moving out and everything is decentralizing. That's a narrative.