Peter Kafka

@pkafka ↗

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Last Checked June 26, 2021

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Tue Jul 14 15:43:59 +0000 2020

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Peter Kafka @pkafka

@natebosshard @joshelman @rfradin Yeah, still the first wave is my guess. 12 week gap between order and delivery for me. Still very small numbers. And maybe the Peloton market will behave radically different than the nordictrack/whatever market but my hunch is it will be directionally same — PolitiTweet.org

Posted July 14, 2020 Hibernated

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Peter Kafka @pkafka

@joshelman @rfradin Yup. I think that the first round of Peloton people will be v loyal and then as time goes on and market expands, later users will be less so, and those will be the laundry hangers. Which is fine. — PolitiTweet.org

Posted July 14, 2020 Hibernated

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Peter Kafka @pkafka

@natebosshard @joshelman @rfradin Yes, I get that they are different, and that will manifest along the edges. And for some people, Peloton will be a long term investment they use a lot (I hope I'm in this group). — PolitiTweet.org

Posted July 14, 2020 Hibernated