The Case for Peloton

I don’t own one.. yet.

I just witnessed one get delivered, though. And without a doubt this thing is sexy.

But what makes it valuable? The experience.

At its core, it’s just a stationary bike. Like Casper, like Apple, like Tesla – they took an industry that wasn’t glamorous and found a way to make it cool, hip, sleek – they found a way to make your personal status go up.

And that’s what this is all about, isn’t it? You want to FEEL good about it.

The classes are cool, the fact that they have good programming and a clean interface is good, and the materials they chose for the hardware are good, but what you bought is the experience. Even the delivery guys looked cool.

Crack that code, and you have a billion-dollar company