Ep. 292: WeWork, Slack and Amazon Surveillance as a Service

Part 1.) WeWork: we don't understand why WeWork does not match lease durations. Not doing so is a significant risk to the company as a going concern should the CRE market roll over. Part 2.) Slack at the 3:41 mark. A highly competitive space with MSFT and TEAM as the two largest competitors. Part 3.) Amazon's drone-powered surveillance service at the 11:04 mark.