WeWork

6 statements across 5 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Apr 23, 2021 by Chamath Palihapitiya · said 57 times in 21 episodes since 2021 · across every show →

Mentions by year

brought up most by David Friedberg (28), Jason Calacanis (21), Chamath Palihapitiya (5), David Sacks (2), Mar Hershenson (1)

tap a year for its mentions
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05102021202220232024episodes it came up in
00254102021202220232024episodesmentions per episode
2024 8 mentions in 3 episodes 3 per episode
2023 13 mentions in 4 episodes 3 per episode
2022 22 mentions in 9 episodes 2 per episode
2021 14 mentions in 5 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about WeWork, oldest first

Apr 23, 2021 positive
Opinion
Chamath argues Adam Neumann was overly scapegoated for WeWork's collapse
“I'll be honest and this may sound crazy, but I actually had A fair amount of sympathy for Adam Neumann and watching it. I think that he, at least in the documentary, it came out that he, you know, not, not that he didn't create this issue, but that I think it …”
Chamath Palihapitiya Apr 23, 2021 ▶ 50:34 E30: Ramifications of Biden's proposed capital gains tax hike, founder psychology & more
Jun 13, 2021 bullish
Prediction Not checkable as stated
Chamath: Flex workspace providers like WeWork will benefit from hybrid work trends
“Now, maybe over time they'll get much smarter about getting smaller spaces and having flex spaces. So like things like we work do better because then you use that for overflow space or that's how you actually have a primary outfit.”
Chamath Palihapitiya Jun 13, 2021 ▶ 48:02 E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more
Aug 20, 2022 neutral
Assertion Supported
Chamath: Public markets value WeWork as a $3.6B REIT
“Which is that when WeWork ultimately went public, the collective intelligence of the public markets imposed a REIT-based valuation model on WeWork, and it is now a 3.6 billion dollar public company.”
Chamath Palihapitiya Aug 20, 2022 ▶ 12:58 E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
Nov 3, 2023
Assertion Supported
Friedberg: SoftBank invested $16.9 billion total into WeWork in equity and debt
“SoftBank put in a total of 16.9 billion dollars in equity and debt.”
David Friedberg Nov 3, 2023 ▶ 45:45 E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
Nov 3, 2023 bullish
Prediction Partly held up
Sacks: Private equity will buy WeWork out of bankruptcy and profit immensely
“I actually think that some private equity player is going to buy this out of bankruptcy and make a fortune.”
David Sacks Nov 3, 2023 ▶ 43:06 E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
Jan 19, 2024 neutral
Assertion Not checkable as stated
Sacks: WeWork failed due to poor financial management, not product quality
“If you look at WeWork, it didn't fail because the product wasn't good. It was because he didn't pay enough attention to the financial aspects of the business.”
David Sacks Jan 19, 2024 ▶ 42:36 E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
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