This is such a valid point. I have some similar thoughts. Kinda reminds me of the Uber case recently. Think everyone has collectively realized that the moat is

This is such a valid point. I have some similar thoughts. Kinda reminds me of the Uber case recently. Think everyone has collectively realized that the moat is not as strong, and must go 'city by city'. WeWork seems to be operating on the same shallow moat as Uber, rather than AWS