Is that still the primary driver of expansion?
My hazy memory is that it was a function of the Big 10’s specific contract that made adding a school within a given footprint lucrative regardless of whether or not they delivered eyeballs (Rutgers, Maryland, etc).
Obviously UCLA and USC are a different animals and you’d take both regardless.
As for poaching, if television market is the driver I guess Phoenix and Denver make sense, but I’m not convinced the travel improves enough that they wouldn’t go after Dallas, Houston, etc instead.
If it is one Bay Area school I think it is most likely Stanford paired with ND.