It certainly doesn't go to Bay Area software companies. When BART originally began letting out the contract to redesign the then-already-obsolete control system in 1992, they awarded it the Hughes Aircraft. That project failed. The current attempt to deploy CBTC was awarded to Hitachi. The supplier of their fare gate system integration was originally IBM and is now CUBIC, a San Diego defense contractor.

If anything the Bay Area has utterly failed to provide systems software of lasting value to address public needs like these.