weSPAC: Understanding WeWork with Dror Poleg
Dror Poleg, the author of Rethinking Real Estate, a good friend, and one of the longest-standing WeWork rationalists I know joins the not boring podcast on the heels of the WSJ report that WeWork may go public via SPAC. We discuss: - WeWork's history, from 2010 founding to failed IPO - Adam Neumann and SoftBank's Masayoshi Son - WeWork's business model, competitive advantage, and challenges - Why WeWork is healthier coming out of COVID than it was coming into it - Whether WeWork will be more valuable than Airbnb within two years - THE WEWORK SPAC and whether we're buyers at $10 billion. Follow Dror on Twitter and at drorpoleg.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message