Issue No. 92: Will Apple Acquire Peloton?

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"Peloton’s quest to become the Apple of fitness hamstrung the brand. Forgoing vertical integration, new content/software/hardware bundles are emerging. Whether Peloton pursues FaaS or not, open ecosystems will continue to gain traction."

Fitness-as-a-Service: Peloton Explores New Pricing Models

Instead of making all the hardware, Apple wants to create the OS for health, and own the critical chokepoint that all players must integrate with in order to get distribution. This feels like a distinctly Tim Cook contribution, a definite break from the past.

Fitness-as-a-Service: Peloton Explores New Pricing Models

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