This Week in Startups Is Peloton undervalued? + Rad Power Bikes CEO Mike Radenbaugh + Succession recap, All-in | E1344
Dec 14, 2021
Mike Radenbaugh, founder and CEO of Rad Power Bikes, delves into the booming world of electric bikes, sharing insights on innovative features and the importance of regulatory support for urban mobility. He discusses the direct-to-consumer model that fuels customer engagement. The conversation also turns to Peloton's potential undervaluation and the impact of subscription models in fitness. Later, there's a captivating recap of the finale of 'Succession,' exploring themes of power and privilege, as well as behind-the-scenes insights on producing the series.
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Peloton's Overvaluation
- Peloton's stock was overvalued at its peak at $30B+.
- The lifetime value of a customer didn't justify the stock price.
Peloton Revenue Mix
- Peloton's hardware revenue is less desirable than its software revenue.
- Subscription revenue from connected fitness is key.
Peloton Acquisition
- Consider Peloton as a potential acquisition target for companies like Apple or Amazon.
- Bundling Peloton with Prime could be a strong business move.