Agreed, it's like bringing a knife to a gun fight. The reality is that Peloton doesn't really have an option, since the competitive advantage is health/exercis

Agreed, it's like bringing a knife to a gun fight. The reality is that Peloton doesn't really have an option, since the competitive advantage is health/exercise data. Allowing Apple continued access to user health data via Apple Watch means Peloton devices will be increasingly viewed as commodities - it's just an exercise bike. Also Apple probably will add spin classes to its Fitness+ service soon, which puts them at a direct competition with Peloton's core revenue stream. So you either try to stem the bleeding early, or fade slowly into irrelevance as your products become commoditized. Users may love their Pelotons but I'm surmise that they prefer their Apple devices more. It's like users don't care much for their mobile carriers as long as their iPhones are compatible on those carrier networks.