[theoracle101]

This makes sense, SF benefited a lot from the social/mobile/on demand boom. Silicon Valley is set to benefit more from the AI/ML hype as this as stronger ties to academia, and also older, more academic type engineers who don't get as much value from living in the denser city of SF (that the mobile/social/on demand startups did).

Long term both cities will dominate and I don't see this as a structural change, this just seems like a shift based off of what is popular in VC funding right now.

[gumby]

Yes, in themrealm of grand generalizations: the valley has been more tech oriented and "historically" (Las 20 years) SF more market oriented.

When I moved to the Bay Area in '84 there was no tech in SF at all, and around 1999 when Hummer Winblad opened their office at South Park people would write articles about them asking why you would open an office way up there.

I have to say I was shocked by these figures