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
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