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The comparison is that Groupon was exciting and hot at the time of the IPO, allowing investors and insiders to hype it and make a very profitable exit. But it turned out not to be great long term for a variety of reasons, so the stock price quickly fell (it's trading at something like 90% off peak).

Groupon is still a functioning business, of course, with something like $2bn/year in revenue. And WeWork might end up a functioning business as well, just like its competitors. But I think its best case is to end up like those competitors, which all have thin margins and look like regular old businesses, not profit fountains like Google, etc.



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