WeWork, every mention
10 scenes · ← back to WeWork
tap a year for its mentions
every year anyone Ted Seides 6Khe Hy 3Josh Wolfe 3Jonathan Lewinsohn 1Gavin Baker 1Dan Rasmussen 1Dan Ariely 1
Verbatim, from the transcripts: the passages where WeWork comes up
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 32:06 Gavin Baker I did invest in WeWork.
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 47:39 Jonathan Lewinsohn When we were hiring those analysts, we were in a windowless room in the middle of Manhattan in a rental office space that advertised itself as cheaper than a WeWork.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 43:48 Ted Seides Like everybody knows the high profile, like the WeWork blow up and things like that. 3 times in the scene
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 42:27 Ted Seides You know, one of the trends that has been quite a buzz in the commercial space has been this sort of co-working, and WeWork was a bellwether for lots of things, not the least of which maybe the peak unicorn trying to go public, and this… 2 times in the scene
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
- ▶ 24:09 Dan Rasmussen The opportunity's been gone, and now I think private markets are much more expensive than public markets, and you can see this with the venture-backed stuff like WeWork.
Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
- ▶ 47:45 Ted Seides One of the things that's come up recently, particularly with WeWork and all the news around WeWork, is the lack of proper corporate governance.
Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101)
Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
- ▶ 25:25 Dan Ariely Quality of furniture, you know, sorry to say to WeWorks and the likes, you know, doesn't seem to make a big difference.
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 52:26 Josh Wolfe Would be that, you know, if you're investing in WeWork at a twenty billion dollar valuation, putting one or two billion dollars in, and then you're pricing up your own deal six months or a year later and doubling the valuation, what you've…
- ▶ 58:16 Josh Wolfe The first beneficiary of that are the real estate companies and the WeWorks and the, the people that are reinventing themselves and taking crappy class B and C office space and basically filling it with people that are, you know, sort of… 2 times in the scene