Discussion

• @mikeisaac @mikeisaac on x

  was thinking more along the lines of apple [screencap of WSJ headline about Peloton suitors]

• @gregbensinger @gregbensinger on x

  “Free” Peloton classes as part of Prime — price will need to increase again, of course https://www.wsj.com/...

• @neilcybart Neil Cybart on x

  For those of you who want a crash course on Peloton, I've published 18 daily updates over the years that include Peloton strategy analysis, comparisons between Peloton and Apple Fitness, and M&A ideas. You can check out those updates here: https://www.aboveavalon.com/ ...

• @delrey Jason Del Rey on x

  With Amazon's reach, you can make a decent case for any large consumer acquisition making sense (for regulatory reasons, bonus points if it's not a giant retailer or e-commerce site) Of course, if this was a leak, could be designed to light a fire under other acquirers https://tw…

• @laurengoode Chaotic Goode on x

  Peloton is not a hardware company—it's a subscription services company. So while Apple seems like more obvious suitor, really any co that's looking to enhance sub services at the intersection of tech/media/entertainment could have reason to make a play https://twitter.com/...

• @laurengoode Chaotic Goode on x

  Another fun way of looking at it: If Apple acquired Peloton and started selling its hardware as is, Apple would be in the market of selling...giant Android tablets 🙃

• @charlesarthur Charles Arthur on x

  Can't see Apple wanting Peloton. Sure, it's a premium brand, but Fitness+ aims to integrate to the Apple Watch. Can't see Apple wanting to be a stationary bike & treadmill maker. Amazon would be an odd fit for such a premium brand though. https://twitter.com/...

• @tomgara Tom Gara on x

  If this results in a weekly class where Jeff Bezos teaches you how to get ripped while also dispensing ruthless business advice, it's a great transaction https://twitter.com/...