[awshepard]

Great analysis and comment. A question though - was MoviePass's flameout ("dictate terms to suppliers ... didn't exactly turn out well") because Hollywood/the movie industry is far more consolidated and cartel-like than expected/imagined? And more consolidated than for instance, distributed commercial building owners?

I agree network effects will come into play - the more WeWork can capture the demand side, and abstract it away from the supply side ("who else are the owners going to lease to"), the more powerful they'll become over the supply side. But are commercial owners organized enough to resist?