Uber was a bet on a pie in the sky technology (self driven cars) and a bad one at that because Uber wasn’t even the best places to take advantage of self drivin

Uber was a bet on a pie in the sky technology (self driven cars) and a bad one at that because Uber wasn’t even the best places to take advantage of self driving cars. Google was probably in the best position (google maps trumps the Uber app any day) followed by the car companies. Wework on the other hand has a bunch of fairly cheap leases and even better for them, they have become such big tenants for many landlords they can dictate pricing downwards if necessary. Besides, their brand is much stronger than what Uber’s was when SoftBank invested. So I’m not convinced wework is a worse investment than Uber which has absolutely no moats. Edit: Also, the strongest bull case for WeWork is basically that real estate is one of the largest industries in the planet (behind maybe energy). And how many global real estate brands exist? Almost none.