Issue No. 92: Will Apple Acquire Peloton?

The North American market for health & fitness was over $32 billion in 2017. Creators are creating their own offerings using new platforms like Playbook, Fitplan, and Blok Fitness, which have the potential to disrupt the boutique fitness and personal training industries.

-The flop of the Bike+ and Tread shows that users aren't willing to buy another bike when they already have one.

For example, here’s Ben Thompson from yesterday:“What is interesting is that Apple may give Substack cover to change course. [...] Substack can (justifiably) say to its publishers that it is going to offer an all-up Substack bundle for in-app purchase because that is the only way it can offer in-app purchase, and that publishers should agree to be ... See more