Peloton - the entire history and strategy behind America's trendiest workout

The Peloton journey has been one seriously wild ride. From can’t raise money to one of Tiger Global’s first venture investments, to pandemic darling to the stock being down 85% in 6 months... there’s never a dull moment in this company’s history. And guess who’s leading the pack for its next chapter: that’s right, THREE-TIME ACQUIRED SUPERHERO, the one and only Barry McCarthy. We had to tell this story.
PSA: if you want more Acquired, you can follow our newly public "Acquired LP Show: feed here in the podcast player of your choice.
Sponsors:
Thank you to our presenting sponsor for all of Season 10, Vanta! Vanta is the leader in automated security compliance - making SOC 2, HIPAA, GDPR, and more a breeze for startups and organizations of all sizes. You might say they’re like the “AWS of security and compliance”. Everyone in the Acquired community can get 10% off using this link: bit.ly/acquiredvanta
Thank you as well to Vouch and to SoftBank Latin America. You can learn more about them at:
bit.ly/acquired-vouch
bit.ly/acquiredsoftbanklatam
Links:
Barry’s Hill School interview on CZcams: • Hill Beyond | Barry Mc...
Episode sources: docs.google.com/document/d/1Q...
Carve Outs:
Barry’s planning framework from the Hill School interview: • Hill Beyond | Barry Mc...
Switched On Pop on James Bond’s Spycraft Sound: switchedonpop.com/episodes/ja...
‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

[@jacobsykes8467]

The greatest gift for the weekend!

[@swyxTV]

oh im loving the video format!

[@eugeniocampos1732]

True fan here

[@frankrothaermel5503]

You guys are awesome. Great insights, thanks for sharing.

[@Sen-ys2qo]

Hey guys, I was listening to your bitcoin pod from January 2021and at 6:40mins into that, you guys dropped a gem 💎 during the sponsor chat: "it's the Peloton vs Soul Cycle, and as Barry McCarthy puts it best, on demand wins" 👀