Neil Cybart 9/21/22 Neil Cybart 9/21/22

Peloton Launches Peloton Row, What Peloton Should Do With Peloton Row, Spotify Launches Audiobooks (Daily Update)

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Peloton Launches Peloton Row

My approach regarding analyzing Peloton is changing.This week’s Inside Orchard essay was focused on why it’s now time to begin writing Peloton’s eulogy. We should no longer look at Peloton as a threat to Apple or Apple Fitness+.

However, there are still interesting lessons and notes to observe with Peloton. Specifically, where the hardware versus software balance is found with connected fitness in mind. Peloton believes fitness equipment and software integration are key. My stance is software is vastly more important than fitness equipment when thinking about connected fitness. Apple’s HW/SW/services mantra integration isn’t applicable to every consumer-facing product vertical.

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Neil Cybart 8/31/22 Neil Cybart 8/31/22

Apple Sends Out Event Invites to Media, Peloton Is Imploding, A Peloton and Amazon Tie-up? (Daily Update)

The following update was sent to members on August 25th.

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Apple Sends Out Event Invites to Media

Yesterday, Apple sent out media invites for an in-person event at Steve Jobs Theater to be held on Wednesday, September 7th. It’s been three years since Apple last held a full-fledged in-person product event at Steve Jobs Theater.

Apple’s approach to WWDC was likely a test run for what is in store on September 7th. Apple will welcome press/media/analysts/VIPs/employees to Steve Jobs Theater to enjoy breakfast/refreshments. Guests will then be led to Steve Jobs Theater where Tim Cook will get on stage to welcome everyone. This will be directly followed by Apple playing a taped presentation. Afterwards, the press will be able to check out the new products in the demo area. Apple may even start the taped presentation a few minutes earlier for guests to encourage press liveblogging on social media.