

Peloton's Biggest Turnaround, Ways to Stay Alive
Aug 22, 2024
Mark Gurman, Bloomberg News Chief Technology Correspondent, dives into Peloton's surprising stock recovery and strategic shift from hardware to a subscription model. Katie Thomas of Kearney discusses the booming wellness industry, projected to grow from $3.4 trillion to $8.5 trillion by 2027. Max Chafkin touches on Elon Musk’s ventures, including Neuralink's innovative chip for paralyzed patients. Erik Hirsch emphasizes the evolving private market landscape amidst economic challenges, pointing out new investment opportunities driven by an aging population.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Peloton's Pivot: From Hardware to Subscription
01:59 • 8min
Evolving Generative AI and the Expanding Wellness Industry
09:43 • 2min
Redefining Health and Wellness Spending
11:41 • 9min
Shifts in Consumer Choices and Silicon Valley Dynamics
20:20 • 2min
Conversations on Conspiracy and Innovation
22:25 • 4min
The Importance of AI Integration in Business Growth
26:26 • 2min
Market Dynamics and Consumer Insights
28:41 • 3min
Navigating Private Market Growth
32:04 • 5min