I don't agree that landlords can easily replicate WeWork. First of all WeWork has an incredible brand, and great processes/assets that let them run co-working spaces more profitably.
Amazon seems like a counter point to your focus point too.
Amazon seems like a counter point to your focus point too.
To me, WeWork sounds more like a Moviepass type situation.
Companies like Amazon and Google have more money than $deity and can afford to blow a few billion on non-core-business moonshots like self-driving cars and molten salt energy storage and space rockets.
WeWork does not have more money than $deity, so spinning out into less-related business is a sign of CoreBusinessNotQuiteCuttingTheMustardAnymore-itis.