Luke deWilde

And then the soft things that I look for, I like this metric, I try to figure out, how will I feel if this person called me at 10:30 at night? I like really try to think about the way it will feel. The phone rings, it's this founder. Am I excited to talk to them?

" 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"

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

"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."