How would they "collaborate" if the supply was higher? I think the point of the activist was that the demand is far too high (almost double what would be caused by normal incoming techies).

My worry is that this investment is "flight-y" (they are not actually residents) if we double up supply and this investment leaves, SF becomes a Detroit that looks like Manhattan?

P.S: Obviously, increasing supply to meet actual renters'/new residents' demand is a no-brainer.