Peloton

[Jolly]

Maybe not what you were thinking it would be about...

https://www.fool.com/investing/2020/09/14/like-netflix-then-youll-love-this-stock/

[89th]

With Apple getting into the space with Fitness+, that is either really good for peloton or really bad.

[Klaus]

I've browsed the Peleton website for several minutes and still have no idea what exactly they offer. I see people training while watching something. Is that the new "fitness VHS tape" thing?

[89th]

Yeah except the VHS tape costs like $5,000 plus a subscription if you want to watch it more than once. Seriously though, I have a few friends who have it (stationary bike, other gadgets) and it has a pretty advanced ecosystem to participate in live "workout classes" (from home) with a live instructor, competitions against others working out at home, etc. It's pricey, but certainly a significant way many will workout in the future.

[jon-nyc]

Yeah you recreate a spinning class at home. But there’s a social aspect. The instructor can call out to people etc.

It probably helps people not blow it off that would otherwise blow it off.

But it’s not my thing.

[Doctor Phibes]

Peloton gear is ridiculously over-priced. You can get a decent quality electro-magnetic exercise bike for a fraction of the price they charge.

Also, the serious cyclists I know don't go anywhere near it - they use Wahoo for the hardware and Zwift for the software.