Moving staff from China or Poland to the US is a non-trivial exercise with all sorts of limitations, and FYI, that definitely lowers the local market rate.

The 'True Shift To Remote' is a big game changer because institutionally, people at the office had a kind of existential value proposition: "We are Here!" - but that prop is distinctly diminished if they don't think they have to be.

BigCorps are making the shift.

It will be interesting to see it play out.