> The bull case is that it has the potential to become as valuable as Marriott which is about $43 Billion in market cap. Um.. that's one bull case, but the art

> The bull case is that it has the potential to become as valuable as Marriott which is about $43 Billion in market cap. Um.. that's one bull case, but the article presents a much stronger case (namely, the one that WeWork itself is making). That is, that WeWork will do to offices what AWS did to servers - make it so the average company never buys physical servers, but rather outsources all of those operations to Amazon. Analogously, WeWork is imagining a world in which companies never build offices - it's not their core competency, after all. Rather, most companies just get an office at a WeWork instead. So their potential market is huge - they've only tapped a tiny tiny percentage of "all people who work at a desk".