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Peloton Confidentially Files Statement for Proposed IPO

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Re: Peloton Confidentially Files Statement for Proposed IPO

#131

Post by sneak »

ndiscussion wrote: post #88
sneak wrote: post #67

Earlier quoted context omitted.

The LCHF diet is not only sustainable, it has changed the lives of many people I know, including people who claim it has improved their mental states, emotional states, chronic pain, and weight gain. I myself was pre-diabetic from the standard western diet of 2000kcal+ daily refined carbohydrates, and have pulled back from the brink by going LCHF. Don’t dismiss it without a little bit of experience. It’s a growing mo…

I read "How Not to Die" recently. By LCHF, are you referring to an "Atkins" diet of sorts? High meat/animal fats, vegetables, low carb, low fruit? I'd be interested in any sources that support that diet for anything other than weight loss - I was under the impression it led to pretty poor health outcomes (apart from bmi/diabetes management)

Low Carb, High Fat. Ketogenic.

There is lots of published info about it. Here’s a good starting point:

http://www.ketotic.org/

Re: Peloton Confidentially Files Statement for Proposed IPO

#132

Post by rubicon33 »

wlesieutre wrote: post #34
bstar77 wrote: post #19

Earlier quoted context omitted.

This bike is for people that don't want to go to a gym and/or don't have lots of time to leave the house on a daily basis. You can also finance the bike so the hit isn't so bad. Additionally, there's no extra charge for multiple accounts (up to 10), so if everyone in the house uses it, the cost makes more sense. I work out of home and this is the only way I get consistent exercise. My fitness has gone up tremendously…

Semi-related, I just got a $400 Oculus Quest and burned 1900 calories playing Beat Saber yesterday (as calculated by Apple Watch's "Other" workout type). Much cheaper purchase and fun enough that I can enjoy playing it for hours a day. I have an (admittedly shitty) exercise bike, and will probably be using that a lot less now. If anyone's looking for a home fitness gadget, give that a look. I'm told BoxVR is a better…

Can confirm - BoxVR is a killer workout if you take it seriously. Of course, you can cheat and barely bunch to register a punch.

Re: Peloton Confidentially Files Statement for Proposed IPO

#135

Post by eitally »

scarface74 wrote: post #128
HansLandaa wrote: post #123

Earlier quoted context omitted.

I don't see the value proposition in this business model. You can have a full time membership at gym with in person cycling classes not to mention yoga classes, saunas, pools, weightlifting equipment and cardio equipment for the same price as their subscription.

I don't have a Peloton at home but I do have a treadmill, elliptical, and some weights and getting a stationary bike is on my list. It is really convenient not to have to go through the ceremony of going to the gym. I can go to the room across the hall and work out anytime in front of my TV. You really don't need a lot of different weightlifting equipment to stay in shape. Just an adjustable weight bench (which I hav…

+1. Honestly, if I go to the gym it's because I want someone else to tell me what to do, and for the social aspect, not because my home setup isn't sufficient (bench, adjustable DBs, stationary bike, rowing machine, medicine balls, slides, resistance bands, TRX, bosu).

Re: Peloton Confidentially Files Statement for Proposed IPO

#136

Post by eitally »

bluedino wrote: post #17
bruceb wrote: post #8

A friend of mine got a Peloton, and I as a good friend razzed him about it a couple times. Like a $2k stationary bike, come on! But now I get it. He is a busy professional who would not always have time to go to the gym. He is also a bit of a special case as he legally blind and could walk fast to exercise but could never ride a regular bike. This being said he has lost a decent amount of weight. Part of it is the in…

$2k isn't absurt for an exercise bike once you think about it. These are the same people who buy a $10,000 bike for recreational riding, remember. You are dead on with the point about the instructors. My wife hated biking but they have Pelotons in her work gym, and she loves them, and talks about the instructors like they are real people. People are fitness crazy right now. Crossfit gyms are $100-200 a month, Rogue h…

It's not remotely the same people who buy $10k regular bikes. I'd guess the cross-section of those two populations almost don't intersect at all.

Re: Peloton Confidentially Files Statement for Proposed IPO

#137

Post by eitally »

entee wrote: post #41
spyspy wrote: post #6

Earlier quoted context omitted.

My sides. I have friends working there that have tried getting me to apply. Glassdoor reviews indicated their backend interview is unnecessarily difficult and I have little faith in their business model. How many people are willing to spend thousands on an exercise bike? Let alone one that requires a $40/month subscription? It feels the same as Blue Apron - the market is people rich and lazy enough that don't want do…

I am a fairly experienced road cyclist and even though I prefer to ride outside AND have a computer-controlled bike trainer, I would consider one if I had the space. I also have several friends who prefer this to all their other options. 1.) It's way easier to get started up without the faff of setting up your trainer. If you have a dedicated bike+trainer this is less of an issue, but that is going to cost a fair amo…

It's not "better" coaching, just directly engaged instruction. TrainerRoad/Zwift workouts are tailored to specific goals, whereas spin classes are aimed at general fitness... and I've never seen one that lasted over 45 minutes.

Re: Peloton Confidentially Files Statement for Proposed IPO

#138

Post by eitally »

gamblor956 wrote: post #121
spyspy wrote: post #40

Earlier quoted context omitted.

I didn't say there was zero market. Obviously people are buying the things. But this is an IPO we're talking about. I'm questioning the long term growth of what I see as an expensive niche product.

It's cheaper than a normal road bike... This past weekend I witnessed hundreds of people compete in a triathlon, each of them riding a bike that probably had tires more expensive than my bike. The top men and women were riding $10,000+ bikes. And they all own multiple $$$ bikes, specialized to the particulars of the course they're racing. A $2000 Peloton that you can train in for recovery or when the weather is bad?…

Those people aren't training using 30-45min spin classes. They're on a resistance trainer using TrainerRoad/Zwift workouts mostly based on time-in-saddle.

Re: Peloton Confidentially Files Statement for Proposed IPO

#139

Post by bogomipz »

wlesieutre wrote: post #56
__comrade__ wrote: post #48

Earlier quoted context omitted.

You burn 1900 calories running 2/3 of a marathon. I hardly think you were able to achieve that in an hour playing a VR game.

More than two hours. Looking at the Runner's World calculator for a comparison: Inputs are: 1 mile, 11:30 minutes/mile, 210 lbs weight Gives back 159 calories for a 1 mile run, 829 calories per hour. My Beat Saber workouts yesterday tally up at 830 calories per hour and the amount of sweating felt in the ballpark of running an 11 minute mile. I don't think the watch's estimates are that outlandish. https://www.runner…

That's apples to oranges. A regular runner who runs a few times a week could do 11:30 minute miles just fine. Someone who just started running would have much difficulty doing an 11:30 mile period let alone sustaining that pace for two hours.

Re: Peloton Confidentially Files Statement for Proposed IPO

#140

Post by eitally »

criddell wrote: post #110
bruceb wrote: post #8

A friend of mine got a Peloton, and I as a good friend razzed him about it a couple times. Like a $2k stationary bike, come on! But now I get it. He is a busy professional who would not always have time to go to the gym. He is also a bit of a special case as he legally blind and could walk fast to exercise but could never ride a regular bike. This being said he has lost a decent amount of weight. Part of it is the in…

One of the BoingBoing editors made his own Peloton bike [1]. He's posted a few times since making it and seems happy with how it works. [1]: https://boingboing.net/2017/04/05/diy-peloton-for-introverts...

I wish this comment was higher. Not because it's Boing Boing, but because literally the entire rest of this comment thread focused on the bike part and not the subscription part. What people need to know is that the subscription via the bike is $40/mo, but the iPad/mobile app is only $15/mo. With the app, you get access to all the same training programs, but you miss out on the metrics. But, you also get access to Peloton's running workouts as a positive trade-off.

https://itunes.apple.com/us/app/peloton-digital/id792750948?...

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