[dragonwriter]

> the radius of "the bay area"/SV is expanding

The radius of the Bay Area hasn't changed, “Silicon Valley” has just moved to align more with the Bay Area rather than being an overlapping region to the South. All the places you point to as “new expansion” for “the Bay Area” have always been part of the SF Bay Area which SF has always been part of.

[gatsby]

Fair point - updated my original comment to remove the expansion of the "bay area."

[adw]

Also, the South Bay is becoming/has become enterprise-land. As Silicon Valley startups increasingly aim towards the consumer market, it makes sense that they would locate themselves in the biggest media/consumer/tourist hub.

(Even the biggest enterprise companies can be SF-based, though – SalesForce, for example...)

[seem_2211]

I don't know if that's true. A lot of B2B SaaS companies are in San Francisco, and I can't see a lot of them moving (Okta, New Relic, Twilio all come to mind). That said there are A LOT of old school enterprise companies in the South Bay / Peninsula.

[adw]

B2B SaaS companies are in large part about addressing the enterprise without being Oracle or friends, though!