How many remote workers choose to pay for a coworking desk (reimbursed I’m sure) instead of just working from home though?
There is also just the contingency aspect of it- I had a scheduled power outage in my building when I was working remotely, I could either take off that day, or just find a coworking or other space, but I chose to try a coworking space. Power outages may not be common, but there were also days when I had family in town and such, and just didn't want the distraction.
I went a few times when it was novel, but after that I really only use it less than 1 in 5 of my work from home days. And on some of those WFH days, I'll walk to the coffee shop accross from the wework to get an espresso and then go back and work at my house.
Point being, I don't find wework to be a compelling remote work offering when it's free. So it seems unlikely to me that there's very much room to grow in that market.
To be fair, most of the remote people I work with are relatively senior and that may make a difference. They probably care less about having the social aspect of an office and they probably tend to have more room at home for, e.g., a dedicated office.