Pelaton was worth a thing 30 billion or forty billion at the time. They piked out a forty seven billion dollar market cap. The price has compressed since then, and we'll show you couple of charts here. It's a consumer product, so retail investors love it. And pure profit from the soper subscription put aside the hardware,. If they broke even on it, you are having s of people pay you 500 dollars a year's pretty great business, isn't it?
First, Jason breaks down the math of why Peloton might be undervalued (3:23). Then, the founder and CEO Rad Power Bikes Mike Radenbaugh joins to discuss building a massive ebike company (15:36), the most innovative features, ebike regulation and cites. Then, *spoiler alert* Jason gives his top takeaways from the Succession season three finale recap (01:05:58) and Producer Nick pitches a storyline to work Jason into season four. At the end of the show Jason and Nick discuss the strategy and behind the scenes of producing All-in (01:32:20).