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Apple Fitness+

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Re: Apple Fitness+

#71
post #2

I wouldn't want to be Peleton, Mirror, or one of those similar companies. Is it worth the extra $1000+ up front and $30+ monthly for the Peleton and Mirror trainers to mention your name?

Is it worth the extra $1000+ up front and $30+ monthly for the Peleton and Mirror trainers to mention your name?

Especially if you're one of the millions of people in a downsizing mood.

$1,000 + $30/month for Peleton, or a monthly fee to Apple that vanishes into the bundle of things you'd subscribe to anyway and use the devices you may already have. Or if you were thinking of getting one anyway, now you have a further incentive.

Re: Apple Fitness+

#72
post #45
post #2

I wouldn't want to be Peleton, Mirror, or one of those similar companies. Is it worth the extra $1000+ up front and $30+ monthly for the Peleton and Mirror trainers to mention your name?

Unless Apple is releasing a bike and treadmill I doubt Peloton has much to be concerned with. Half the draw is the fact the tread and bike are both extremely high quality and directly track what you're doing (distance, not just heart rate). I don't even think Apple currently has a compatible cadence sensor? Mirror... I never really understood that one in the first place but I'll assume the folks who love it love it p…

Unless Apple is releasing a bike and treadmill I doubt Peloton has much to be concerned with.

But with the Apple product, you're not limited to bike and treadmill. It was demonstrated with all kinds of workout routines.

And replacing a $1,000 Peloton with the far cheaper stationary bike of your choosing will be attractive to some people.

Re: Apple Fitness+

#73
post #62

Apple just took a huge swing at Peloton and at home fitness startups. Why cycle in place at home with a Peloton instructor, when you can cycle outside with a Fitness+ instructor? Why limit yourself to your stationary Peloton bike at home, when you can use a stationary bike anywhere? Apple can and probability will beat out Lulu Lemon's Mirror on price using motion capture on an AppleTV smartTV or Ipad. Only startup th…

Indoor bikes are more consistently grueling, not everyone has ideal workout terrain for a bicycle. Lot of flat roads.

I think Peloton's largely upper-middle class target market that live in the suburbs or cities can find solid bike trails using Apple maps.

But you're right, it's too early to jump to conclusions.

Re: Apple Fitness+

#74
post #45
post #2

I wouldn't want to be Peleton, Mirror, or one of those similar companies. Is it worth the extra $1000+ up front and $30+ monthly for the Peleton and Mirror trainers to mention your name?

Unless Apple is releasing a bike and treadmill I doubt Peloton has much to be concerned with. Half the draw is the fact the tread and bike are both extremely high quality and directly track what you're doing (distance, not just heart rate). I don't even think Apple currently has a compatible cadence sensor? Mirror... I never really understood that one in the first place but I'll assume the folks who love it love it p…

> I don't even think Apple currently has a compatible cadence sensor?

It doesn't sound like it would be too hard to do this with computer vision. I guess it would depend on whether the device is positioned where it can see your legs -- or you might be able to figure it out by observing head or shoulder movement.

Re: Apple Fitness+

#75
post #45

Earlier quoted context omitted.

Unless Apple is releasing a bike and treadmill I doubt Peloton has much to be concerned with. Half the draw is the fact the tread and bike are both extremely high quality and directly track what you're doing (distance, not just heart rate). I don't even think Apple currently has a compatible cadence sensor? Mirror... I never really understood that one in the first place but I'll assume the folks who love it love it p…

Many other manufacturers with a lot more fitness experience have attempted to market devices that calculate cadence from wrist or chest sensors and all of them have been terrible. If you want cadence (or power or speed) on a bike, you need the respective sensor on the bike itself.

Doesn't the Apple Watch already do this?

Re: Apple Fitness+

#76

How long until these 'fitness instructors' are animated avatars and new fitness programs can be quickly created programmatically? Following this perhaps programmatically created work outs can eventually be uniquely tailored to the individual workout needs.

Total Recall movie being prophetic?

Re: Apple Fitness+

#77
post #2

I wouldn't want to be Peleton, Mirror, or one of those similar companies. Is it worth the extra $1000+ up front and $30+ monthly for the Peleton and Mirror trainers to mention your name?

The $1000+ up front and $30 monthly is for the trainer product. You can subscribe to Peloton's (or Aaptiv's or any number of brands') workouts and BYODevice and pay in the neighborhood of $13/mo for the workouts. Fitness+ absolutely is encroaching on that subscription workout space, but a physical bike/treadmill and a watch are not competitors. If someone wants a stationary bike they're not going to be shopping for a…

But, there's an argument to be made that they would be cross-shopping $500 Amazon-Prime-deliver-tomorrow bikes, to pair with the Apple ecosystem they already have.

I would be scared if I ran Peloton. Their entire MO is the ecosystem; you buy the bike, with the integrated tablet, and use their fitness program. Outside of the top 1% who could drop three grand on the Peloton system without blinking, Apple's whole "$500 dirt cheap bike + $300 brand new iPad (that you may already have) + $30/month Apple One Premier" system (that you may already subscribe to) is killer.

Yeah, you can BYOB to Peloton, but Fitness+ (especially as a part of Apple One now) is dirt cheap. At that point, Peloton (and competing products) basically just has to hope that the workout quality in Fitness+ sucks, which isn't likely (this is Apple we're talking about, they rarely half-ass things).

Re: Apple Fitness+

#79
post #68

Apple just took a huge swing at Peloton and at home fitness startups. Why cycle in place at home with a Peloton instructor, when you can cycle outside with a Fitness+ instructor? Why limit yourself to your stationary Peloton bike at home, when you can use a stationary bike anywhere? Apple can and probability will beat out Lulu Lemon's Mirror on price using motion capture on an AppleTV smartTV or Ipad. Only startup th…

People cycle in place because it’s more convenient than going outside. Not everyone lives near bike trails where you can continuously cycle without having to worry about cars and traffic lights. Even on bike trails, speed is limited to 10mph so I don’t how you can do hiit workout and keep it below 10mph.

Think slush and wind.

Re: Apple Fitness+

#80

So this must be why last week's updated "App Store Review Guidelines" explicitly excluded "one-to-many realtime experiences". Third party fitness apps need to fork over 30% to Apple, while they launch their own first party competitor. 3.1.3(d) Person-to-Person Experiences: If your app enables the purchase of realtime person-to-person experiences between two individuals (for example tutoring students, medical consulta…

This was my first thought as well... Learning from hindsight, perhaps we can guess Apple's next move based on what they want 30% of.
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