Dror Poleg, the author of Rethinking Real Estate, a good friend, and one of the longest-standing WeWork rationalists I know joins the not boring podcast on the heels of the WSJ report that WeWork may go public via SPAC. We discuss: 

 - WeWork's history, from 2010 founding to failed IPO

 - Adam Neumann and SoftBank's Masayoshi Son

 - WeWork's business model, competitive advantage, and challenges

 - Why WeWork is healthier coming out of COVID than it was coming into it 

 - Whether WeWork will be more valuable than Airbnb within two years

 - THE WEWORK SPAC and whether we're buyers at $10 billion. 

Follow Dror on Twitter and at drorpoleg.com