It's a good point (I didn't pay much attention to his commentary "data are eating men." The chart is what caught my attention). 

Another person (Avi Felman) made this [comment](https://x.com/AviFelman/status/1958551606586376322): "This is a chart of horses vs cars on the road"

As someone who has worked from home for over a decade this makes sense. Trends are sometimes slow to catch on. I remember in thinking how stupid it was that many jobs required commuting 5 days a week. Covid lockdowns were a forcing function. Now we are seeing the construction market respond. Same with datacenters.