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Stratechery by Ben Thompson
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Why WeWork Isn’t AWS and the CEO Problem, Cloudflare’s S-1, Contrasting S-1s – Stratechery by Ben Thompson
https://stratechery.com/2019/why-wework-isnt-aws-and-the-ceo-problem-cloudflares-s-1-contrasting-s-1s/
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The comparison of WeWork to AWS shouldn’t be taken too far, because software is different. Look no further than Cloudflare’s IPO. Plus, leadership matters.
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