3 ms·
> - The kind of people who buy pelotons are usually not the people who worry about that amount of monthly charge and may keep it aspirationally I think this is
by mikeg8 4y ago
> - The kind of people who buy pelotons are usually not the people who worry about that amount of monthly charge and may keep it aspirationally
I think this is a very limited market that may be getting close to saturation. Most people don’t want to spend $40 a month to own a bike
- hardwaresofton 4y agoYeah I don't disagree with you there (I don't own one) A bit more of my very basic reasoning was that at current prices the company was being as if it hadn't shown progress at all in the last ~2 years. They have at least sold units, added subscribers, and that's gotta be worth something even if a bunch of it is pulled forward. Actually for a SaaS service (we'll leave aside whether it's worth it or not :), this is one of the best things that could happen right? If possible you want that LTV to be pulled forward so you can try to reinvest it in the business or make moves earlier rather than later?