Breaking down what is going wrong with Peloton’s business, and why it might make sense to go in the opposite direction.
Reviewing Apple’s “Time Flies” event, including Apple One and Fitness+
Why Neither/New companies are different than traditional marketplaces, how Vision Fund’s flaws led to Adam Neumann being forced out, and why Peloton has a big opportunity it might not see.
Software-differentiated hardware companies are tech companies, but be careful about low margins leading to a destructive cycle where marketing costs drown a company.
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
Answering two criticisms of Privacy Fundamentalism, and then looking at Peloton’s S-1 and answering the question as to whether or not they are a tech company through the lens of disruption.