I have spent a good amount of time in this district, and my impression is that:
- Simitian is the candidate of the boomer NIMBYs who have no actual vision for the future. e.g. in the SF Chronicle's endorsement of Liccardo, the editorial boarded how Simitian gave "few details about what specific policies he would champion."
- Liccardo is the candidate of young and middle-aged center-left normie Dems, tech companies, a small proportion of progressive interest groups, and a few chamber of commerce types who strategically favor Liccardo.
- Low is the definite progressive in the race, posturing towards the median of the House Progressive Caucus, which is as far left as acceptable in Silicon Valley. His support comes mainly from younger folks and most of the progressive interest groups, along with the small amount of labor representation in the area.
There also is the factor of Asian and Hispanic identity groups favoring Low and Liccardo respectively, but I don't know how those dynamics intersect with ideology and the nimby/yimby divides.