I hear you. Hard to disagree with that assessment. I didn't paint quite as bleak a picture because so far they've shown that they can execute really well, but I

I hear you. Hard to disagree with that assessment. I didn't paint quite as bleak a picture because so far they've shown that they can execute really well, but I tend to lean in your direction when I think about their future. Investors, founders, and early employees will make a bunch, but it's hard to see Peloton as a company that'll be with us in the long term.