Most of the existing lots aren't big enough for large developments. It's probably going to be more of what we have -- relatively low-rise apartment complexes and townhouses, with carport parking or garages underneath.

I'd also expect more people who have space for ADUs to build them, although many of the lots aren't the right size or shape to fit one.

The really big, dense housing projects are being built on commercial land -- stuff like what is being built in downtown Sunnyvale, Santa Clara Square, Lawrence Station, and the proposed replacement of Cambrian Plaza.

Notably, all that big stuff is either already finished, or in the process of building, and didn't need the builder's remedy to get done.