refulgentis 2 days ago

I posit the desired first order effect isn't the nebulous benefits of RTO, but rather, induce another culling in the vein the bigs have been doing since 2023. This one's voluntary, doesn't need a buyout, and you net save on leasing if you get a temporary space that'll fit 100%.

Then expect 10% leave due to RTO, another 10% are managed out, or leave of their own accord (FAmazonMG target these days is at least 5% / year perf firings)

Now you can wait out a year and find out if the leaving due to RTO # is 5% or 30%, and defer a long term lease until you have enough info to rightsize it.