Fitness companies using tech + incentive alignment + social dynamics (Barry's, Soulcycle, Peloton, etc) are obv disrupting gyms. Curious what else they will disrupt as exercise becomes gamified and sticky. Alcohol and pharmaceutical companies potentially.
None of this refutes my original point on incentive alignment. What's great is if you believe what you're saying you can buy stock in the incumbents now and short Peloton, etc when they go public. Gluck.
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I’m not saying that
@onepeloton won’t have a successful financial outcome. Just, perhaps, that the drivers you alluded to... as to why, may be off. It’s easy to look at newer models and say “they’re better”, more difficult to deduce why certain market dynamics are occurring.Thanks. Twitter will use this to make your timeline better. UndoUndo
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