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I think you're onto something; which is why I tend to keep my neckbeardy know-it-all skepticism to myself. I've got an angel on one shoulder (ALL ABOUT THE EXECUTION, BRO!) and a devil on the other (who more closely resembles 'Comic Book Guy' from The Simpsons) and would tend towards optimism and hope that the founders pull it off.

With that said... I see Amazon Fresh/Prime Now and think... "WebVan" I see UberEats/DoorDash and think... "2 Go Services" formerly "Dinner Delivery Plus" I see Carvana and think... CarMax

But then there are the exceptions which have turned out to be truly exceptional. Think Facebook/Myspace, Instagram/Flickr, Google/AltaVista, AirBNB/Couchsurfing, reddit/digg, AWS/Rackspace.

With that said... I'm really not so hot about WeWork. I hope it works out but there is so much weirdness around the company and founder that I will not be investing. Very entertaining to see article after article about it, I hope things work out for the honest rank-and-file, but I really do suspect that the WeWork IPO (or lack thereof) will have a much needed chilling effect on the overheated tech economy of the last decade.




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