I don't really buy that, WeWork is benefiting off of a demand that is constantly shifting hands - people who are using the workspace should be using it temporarily - maybe they're a contractor on sabbatical, maybe they're starting a company and don't have the momentum and size to consider a lease... but those needs will change. Airlines live an entirely different business, nobody but the super ridiculously rich will ever own their own plane - and AWS benefits from economy of scale, they can deliver computational power below the cost of inhousing the ops cost in all but the most extreme circumstances, running a room full of servers has a lot of costs that don't scale down gracefully.
WeWork might be able to survive long term on two factors
1. Prestige & Environs - working in this sort of shared space may be viewed as luxurious in the long term due to rubbing elbows with other well-to-do folks, sorta like going to the opera.
2. Reliability of cost - Owning a condo is a strictly better decision than renting an apartment, but there are spikes in costs when appliances break down and building work needs to be done... though I think to properly reap the benefit of this WeWork needs to be and remain extremely proactive in maintenance, if some vulture capitalists get into the decision making process and let maintenance slip for a bit it'll erase all of this value by forcing the cost (in terms of inconvenience and unavailability) onto the consumer - it's possible this could also be lost if they fail to keep a nice margin of capacity above usage... again, as soon as someone wants to go to work and is unable to secure the space and is forced to either rent or lease conventional office space their competitive edge will dissolve.
I am highly skeptical of the long term prospects if WeWork fails to maintain their prestige and banking your company on prestige is an inherently risky approach IMO.