With a fresh injection of $750M, Peloton is looking for multiple options. Past management has burnt through cash very quickly and there is an urgent to sensibly invest the cash cushion available and build the moat. The company is torn between Hardware and Software as the future. In this blog, I explore Peloton's failures, business model, and the future. Amazon, Nike, or Apple may fit the criterion for a perfect acquisition, which can lead to cross-selling other services to an existing user base of 3M customers.
Covid-19 has shown that we are no where close with our preparations to deal with pandemics of this size. The situation is worse in developed countries. In midst of this crisis, I have tried to explore the option of telehealth as an alternative means of care. Can it really help fight pandemics while keeping the motto of social distancing alive.