WeWork
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 11, 2021 by Ramez Naam · said 3 times in 2 episodes since 2021 · across every show →
Mentions by year
brought up most by Ramez Naam (2), Stephen Lacey (1)
tap a year for its mentions
2022 1 mention in 1 episode
2021 2 mentions in 1 episode
Everything said about WeWork, oldest first
Nov 11, 2021
Naam: Uber, Lyft, and WeWork burned more capital than cleantech
“If you look at, you know, some real darlings of The tech VC world, companies like Uber, or Lyft, or WeWork, you see companies that have burned through an enormous amount of capital, far more than most cleantech companies ever have or ever will.”
Nov 11, 2021 bearish
Naam: App-based software businesses have weaker moats than hard tech
“We used to believe that, or companies like, again, I'll say Uber or WeWork, we thought, oh, they have natural network effects, they're gonna have a gigantic moat but it turns out switching costs for consumers are actually pretty low, and maybe lower, And some …”