[chris11]

I'm not sure that WeWork has a strong business model. WeWork is absorbing the financial liability of signing long-term leases, and not passing that risk onto their customers. So financial discipline is critical to their business plan. Customer growth without financial discipline will just increase those liabilities.

[bksenior]

Naw fam, you're ignoring the growing trend of short term leases and the value of a consistent repeatable brand in the space. It's not an industry killer, but they still do have a strong product.