Investing in Flow
a16z.com
Investing in Flow
1–10 of 133 posts
Re: Investing in Flow
#2Anyone know what this magical idea is?
Color me skeptical, but the deliberately vague strawman arguments in the post read between the lines to be something like: "If you're a homeowner we want to your equity and if your a renter we want your rent". I don't harbor any illusions that flow wants to help anyone but themselves.
I have no idea what flow actually is, but if it's something like "airbnb but permanent on the blockchain" like we work was "Airbnb but for your work desk", then no. Heck no.
Re: Investing in Flow
#3> There’s a reason the federal government started subsidizing home mortgages: someone who is bought in to where he lives cares more about where he lives.
Hasn't this thought process proven wrong in europe. Renters were similarly engaged in local communities where there were sufficient protections for long term renters.( I can't find the study now ).
I really don't understand why govt need to be in the business of providing home ownership subsidies. Seems like it has contributed to exacerbating current situation in US.
Re: Investing in Flow
#4I don't get why anyone would still do business with Adam Neumann.
Re: Investing in Flow
#5> Adam is a visionary leader who revolutionized the second largest asset class in the world
I was of the opinion that Adam made a serious and flawed business decision of taking long term leases with borrowed money, but selling short term fluid leases for revenue leading to books that are incredibly risky. At the time of collapse, the sky high valuation was basically a branding exercise, rather than actual business value (adjusted for risk)
> it’s often under appreciated that only one person has fundamentally redesigned the office experience and led a paradigm-changing global company in the process
How is that A16z is oblivious to the fact that astronomical valuations were tempered after scrutiny of the business of WeWork?
>We understand how difficult it is to build something like this
Again. They took cheaply available VC money, turned it into long term leases. That is a terrible business to be in, risk wise.
Not to mention bullshit about "community" and what not that they tried to build around WeWork.
>Adam returns to the theme of connecting people through transforming their physical spaces and building communities where people spend the most time: their homes.
What is novel about this? Aren't Cul de Sacs supposed to be this? Or even apartments?
Re: Investing in Flow
#6This is really gross. Andreessen, who’s used his sway to stop any slight increase in housing density in his own town, talks about the broken housing system and how investing billions into a failed scammer will revolutionize housing in a way that’s completely unstated, but presumably involves attempting to find ways to collect rent from people who need housing while also putting all the capital risk onto those individuals as well. The worst thing we can do for housing is to give any credence to this company’s plans.
Re: Investing in Flow
#7Anyone know what this magical idea is? Color me skeptical, but the deliberately vague strawman arguments in the post read between the lines to be something like: "If you're a homeowner we want to your equity and if your a renter we want your rent". I don't harbor any illusions that flow wants to help anyone but themselves. I have no idea what flow actually is, but if it's something like "airbnb but permanent on the b…
it is almost certainly some variation on co-living
Re: Investing in Flow
#8I don't get why anyone would still do business with Adam Neumann.
Neumann provided very lucrative exits for his earliest investors. I assume that’s the play.
Re: Investing in Flow
#9I think A16Z needs to invest more in character references
Re: Investing in Flow
#10> Adam is a visionary leader who revolutionized the second largest asset class in the world I was of the opinion that Adam made a serious and flawed business decision of taking long term leases with borrowed money, but selling short term fluid leases for revenue leading to books that are incredibly risky. At the time of collapse, the sky high valuation was basically a branding exercise, rather than actual business va…
Meh A2z or whatever they’re called doesn’t really care about the OPM. I’d fund him just for entertainment factor. The world needs more spirituality in its valuations. And they’ll just dump their shares on a bigger fool like SoftBank.