There is a huge population of people who are interesting, creative, and smart but who no longer want to work at home alone—and they definitely don't want to work at the nearby Starbucks.
A huge percentage of the workforce is made up of freelancers, independent contractors, and small business owners—those who traditionally work from home. I did for many years when I worked in journalism, publishing, advertising, and web development, and I don't mind admitting I would reach a point everyday when I'd think, "Oh my God, I've got to get out of here and talk to someone—just one person." I was so desperate for human interaction and new scenery I would go to Trader Joe's to buy a banana and make conversation with the cashiers. "See any good movies lately?" (I really did ask that once).