Luke deWilde

"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."

Adam Grant actually said this one time, which is most ... He was talking about parenting. He said, "Most people think of parents as you're either ... It's a spectrum between being highly demanding and being highly supportive of your kids. Pick where you are in the spectrum." He was like, "That's all wrong. The best parents are both." Huge unlock... See more

I think that the aspiration for Sequoia is not to be like a golf team. Everyone hit their ball, add up their scores, see what we get. It's the aspirations to be a basketball team. Either we win or we lose as a team. I think that the manifestation though, demanding and supportive, it's oftentimes on one side of the spectrum or the other. I don't... See more

" Positioning the company for a sale and charting a new path forward, Blackwells said Peloton should focus on fitness-as-a-service, or FaaS, by: focusing on softwareoutsourcing manufacturingcreating an open ecosystempartnering with equipment makers"

What I try to look for, and I'll tell you how I look for these things, but I try to look for companies that are early and inevitable. This is the combination of words that I think about. Stripe did an amazing job of this.Their mission is to increase the GDP of the Internet. Cool. Most people probably believe it's inevitable, that the GDP of the... See more