I feel like this is one case where Apple will steal share from Peloton. Apple already has the hardware to integrate, and for people who either aren’t using Pelo

I feel like this is one case where Apple will steal share from Peloton. Apple already has the hardware to integrate, and for people who either aren’t using Peloton or are just using the $14 a month service, switching costs are small. Right now Peloton has branding behind it as the gold standard in this space, but Apple is already viewed as a premium brand. I think Peloton invented a category and others, maybe Apple will do it better.