[jbarciauskas]

Zoom is also up 50% since it went public in April, and Crowdstrike is up 70%.

I don't really get the sense in comparing a bunch of companies with disparate financials and very different industries. The We Company is a real estate company trying to convince people it's a tech company. This list mixes B2C and B2B companies, SaaS platforms with monthly recurring revenue with companies with advertising-based business models. Almost none of these organizations are reasonably comparable.

[bradleyjg]

I would expect something described as a real estate company to be long, well, real estate. As I understand it We is short real estate.

[jbarciauskas]

I forgot about the shell company bit on their long-term leases. In any case, they are in the business of managing and reselling real estate, whatever the time horizon.

[buboard]

But if they all feed from the same pool of money who are looking to invest in "tech", then they are related.