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Published · transcript-backed

David Rosenthal: uncertainty

10 Feb 2022 Acquired Peloton

“If you're making the decision at SoulCycle, I'm going to take our best content and instructors, dedicate them to that for this thing that I revenue split with, I don't know.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
uncertainty
Recorded
10 Feb 2022
Publisher
Acquired
Episode
Peloton

Transcript context

…The Peloton rides are so produced. In doing this, I was looking at videos about their control room and the number of cameras that they have set up. At this point, they're a TV production company with celebrity instructors who happen to be good at riding bikes, but it's a TV studio. It would be very hard to turn any of these SoulCycle places into TV studios. Yup. If you're making the decision at SoulCycle, I'm going to take our best content and instructors, dedicate them to that for this thing that I revenue split with, I don't know. Okay, there's another one here, which I know you want to do is, how should Peloton have managed over the last couple of years? What could they have done that would have enabled them to come out really strong?…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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