In the winners within your examples (I'm not sure why Spotify and Airbnb are on that list), the economics around their unit costs were fantastic, because they a

In the winners within your examples (I'm not sure why Spotify and Airbnb are on that list), the economics around their unit costs were fantastic, because they aren't selling physical goods or services. That's the main difference between those companies and WeWork/Uber: There's no way to drive margins low enough at those companies to justify valuing them like Google.