I agree, its going to be a version of WeLive. My speculation is some kind of private tech town - apartments, offices, shopping, dining, schools, and other amenities.
That information came out after I made the video. He's bought 3,000+ units in a few locations. So really not changing the vertical value chain, but repurposing exiting assets. The fundamentals mean that he will have to be offering people less space in order to deliver returns - which in turn means a co-living space which plays to his core strengths and experiences
@@DenisOakleyStrategyConsulting I was hoping he'd create more pizza rather than just cutting it into smaller pieces. This is way less appealing to me. Now I think this is just a boarding house + time share scheme.
@@Basta11 I agree. We can either see this as a super expensive MVP. If it works then Investors start dropping down trillions. Alternaively we just say - he decided to dodge the bullet and not be really disruptive - which is a big shame
Dear Sir. Im an MD MBA living in Europe. Im looking for opportunities to set up a VC fund/ financial product in MedTech that would scale. Care to collaborate?
I agree, its going to be a version of WeLive. My speculation is some kind of private tech town - apartments, offices, shopping, dining, schools, and other amenities.
That information came out after I made the video. He's bought 3,000+ units in a few locations. So really not changing the vertical value chain, but repurposing exiting assets. The fundamentals mean that he will have to be offering people less space in order to deliver returns - which in turn means a co-living space which plays to his core strengths and experiences
@@DenisOakleyStrategyConsulting I was hoping he'd create more pizza rather than just cutting it into smaller pieces. This is way less appealing to me. Now I think this is just a boarding house + time share scheme.
@@Basta11 I agree. We can either see this as a super expensive MVP. If it works then Investors start dropping down trillions. Alternaively we just say - he decided to dodge the bullet and not be really disruptive - which is a big shame
Thanks Denis, really interesting. What do you think of such a model in the UK?
Dear Sir. Im an MD MBA living in Europe. Im looking for opportunities to set up a VC fund/ financial product in MedTech that would scale. Care to collaborate?
Just rambling on lol... a little thought before making the videos would go a long way
Thanks for the feedback Juan. It's always harder to make a short video than a long one - will work on it
I couldn't get to the end, but if a16z is behind it, my guess it's that it will probably be tokenized and/or related to crypto.
@@juanmata4979 wouldn’t surprise me. But his track record hasn’t been that techie. It’s been more about asset management and income flows.
I like the free thinking nature of the video
great video!
Glad you enjoyed it
Forget the tech development - no sign of this in WeWork