Ben and James discuss Cloudflare and what it is like going through an IPO, as well as what has gone wrong with WeWork.   Links Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: Cloudflare’s S-1 — Stratechery Daily Update Ben Thompson: AWS and the Impact on Venture Capital — Stratechery Ben Thompson: WeWork Delays IPO — Stratechery Daily Update Ben Thompson: The WeWork IPO — Stratechery Ben Thompson: Why WeWork Isn’t AWS — Stratechery Ben Thompson: What Is a Tech Company? — Stratechery Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review … Continue reading Episode 173 — The Exponent IPO