Yet Another Value Podcast 对 $IWG 的判断变化
我持有IWG，我们在播客上已经谈过几次了。我认为它被视为AI输家，对吧？所有办公室工作都会消失，如果办公室工作消失，就不需要办公空间了。我认为它会成为AI受益者。不是立即，而是随着时间推移，随着劳动力通过使用AI变得更高效，公司可能想要缩减或扁平化员工人数。
在一个你不再随时间增长员工人数甚至可能减少的世界里，如果你看不到未来10年你的足迹会是什么样子，就很难签10年租约。这将推动，今天办公空间以短期租赁方式使用的比例是个位数低百分比，我认为它会随时间推移上升到更高的百分比，而IWG现在不被视为AI赢家。我认为它会成为。
Um I own IWG we've spoken about on the pod a few times now. Um I think that's being viewed as an AI loser, right? All office jobs are going away and if office jobs go away there's no need for office base. Um, I think there'll be an AI beneficiary. Not immediately, but over time as the workforce becomes more productive through the use of AI, companies might want to shrink or flatten out their headcount. And in a world where you're no longer growing your headcount over time and maybe even reducing it, it it's hard to sign a 10-year lease if you don't have visibility into what your footprint's going to look like in 10 years. And that's going to push, you know, today a low singledigit percentage of office space is is utilized on a short-term rental basis. I think it's going to move to a much higher percentage over time and IWG is not viewed as as an AI winner right now. I think it will be.