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Great question! To the extent that there's a long-term goal or vision, it fits with the concept of an abundance agenda. It's what Laura Foote talks about at rallies.
This is a really good point. For example, SB 9 overturned single-family zoning by (with a lot of caveats and complications) allowing duplexes (and, kinda, fourplexes) wherever you could build a house. Livable California (our statewide NIMBY organization) was terrified. And yet it kinda... went nowhere. Almost no one took advantage of the law, and there's a cleanup bill, SB 450, this year to hopefully change that.
We have a reasonably good idea of the size of the shortage (McKinsey, Legislative Analyst's Office, UCLA.) We have a pretty quantifiable idea of the effects of supply on rents, and the effect of rents on homelessness.
The state has decent reporting for some things; see here (page eight, select Structure Type as Accessory Dwelling Unit) to see the effect of the 2017-era ADU liberalization, driving annual construction numbers from less than a thousand to up to twenty thousand. SB 35 streamlined about three thousand units per year in its first two years of implementation; SB 423 looks to greatly expand that.
So, tl;dr, there's a quantifiable housing gap, we know how much housing the state is producing, and getting the latter to reach the former is a reasonably proxy for "we're winning".
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