> Across three rounds, Uber has let go ~1000 people. I have no idea how many are in the Bay Area, but to pick a random number and say "half," that's ~500 new people in the labor market who are probably well qualified for the rest of the open jobs.

It doesn't affect the point you are making, but I believe the first big round of layoffs they did (about 400 I think?) were mainly marketing folks. I could be wrong, but I feel like those positions are not quite as in demand as tech workers in the bay area.