> There is huge demand for [home-based classes], especially from white-collar workers with high demands on their free time I suspect people are overestimating

> There is huge demand for [home-based classes], especially from white-collar workers with high demands on their free time I suspect people are overestimating this part of Peloton's market. All the people I know who spin value being a part of the community: the camaraderie of working out with other people, chatting after the class, etc etc. It's more like going to church than going to the cinema.