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Peloton – A call for action [pdf]
151–160 of 280 posts
Re: Peloton – A call for action [pdf]
#152That's fascinating to see. Anywhere I can see other decks from different places?
I saw this a few days ago in Matt Levine's newsletter.
Re: Peloton – A call for action [pdf]
#153A lot of Peloton in the news lately. Is there anyone that owns a Peloton machine that can comment on what they like and dislike about Peloton? Have you guys noticed a decline in the product, software, classes?
See my response in another thread: https://news.ycombinator.com/item?id=30260468
TLDR: I love my Bike+ as does my partner. It's well worth the monthly fee (and this document seems to imply that its too cheap!). Is the bike itself worth £2250? Probably not in theory but it is to me.
Further elaboration: The tech is interesting. It's very polished but there is SO much room for additional reporting, functionality etc. I have actually played abit with the unofficial API and theres lots of data available.
Re: Peloton – A call for action [pdf]
#154Earlier quoted context omitted.
Marketing and sales
How can you do Marketing without looking at the curre t development to Merker the new features? How can you do sales without feeding customer feedback back into development? How can you do all that without looking at the numbers to see what you can afford?
I don't know anything about Peloton, but my impression is that they're selling a way of life much more than a device with a particular set of features.
On the CEO level, marketing and sales might very much be all about mood, positioning, culture etc and very little about the display pixel density or the logistics.
I'm not saying that this is sensible, I'm just saying that lots of companies are run this way and a CEO saying they don't sync with tech nor finance every day doesn't necessarily disqualify them.
This guy built a pretty big company pretty fast so he's gotta have done something right. Maybe let's not go all-in with an activist investor's cherry-picked quotes of an uncommonly honest/humble CEO.
Re: Peloton – A call for action [pdf]
#155This is probably the most interesting PDF I've ever read. As a Peloton member, I never really gave much thought into how the business side of things ran - I just really enjoy the product.
Seeing $PTON so low surprised me as I haven't really been following the news much. I just bought some shares.
Re: Peloton – A call for action [pdf]
#156Earlier quoted context omitted.
To be technical, I never said anything about size. I said "inadequate". Also, one can be opposed to patriarchy while, at the same time, pointing out that the men who run capitalism fail on their own archaic and patriarchal terms. That these self-asserted "leaders" fail at being what they themselves want to be makes it all the more probable that they fail at being what we in society want or need them to be.
Sorry I misunderstood you. What did you mean by ”inadequate”?
It actually doesn't much matter. My point is that these people fail on their own terms.
Fascism runs on a certain archaic masculine presence, and that is true whether we're talking about Mussolini's centralized variety, or the kind we see here where we live under the petty tyranny of a thousand employer-states. Toxic masculinity is at the core of old-style fascism and neofeudalist corporate capitalism alike.
If you meet the men (and, yes, they're mostly men) in charge, though, they're all lethargic and unattractive creatures who never had to fight for anything. The system largely exists because they need to compensate for this fact--it exists both to elevate their appeal to women and to dimininsh that of male competitors. Pointing out that they fail on their own terms (old-style masculinity) is useful, because it discredits them and brings to mind questions about what they are really doing.
Re: Peloton – A call for action [pdf]
#157I got downvoted the other day for calling Peloton a Ponzi scheme, look at the "TROUBLING INSIDER SELLING AND PLEDGING" slides and the quotes like "We have built a team that I believe is ready to run a $500 billion company. Pick a number. A FAANG-style leadership team" that the CEO was making.
Maybe from an investment point of view but the product is still solid.
Re: Peloton – A call for action [pdf]
#158I'm in awe of how many different sources a person had to sift through in order to get all this data. Is there software in this space? My naive sense is that it took months to get this deck together.
Re: Peloton – A call for action [pdf]
#159Does anyone here actually use Peloton equipment? My spouse wants one of the bikes but I'm wary of having a subscription to a company with questionable future longevity.
See previous response in another thread: https://news.ycombinator.com/item?id=30260468