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by gregshap 2014 days ago
Because the customer for Peloton has very little overlap with the customer for indoor cycling trainer.

There are tens of millions of people in USA alone with zero desire to bike outside, who nonetheless desire some exercise experience that requires minimal knowledge or planning outside of class time.

1 comments

Exaggeration? There are 2 million Peloton users.
Buy PTON now then, at least 18 million potential subscribers out there
TAM != Current Subscriber Base