Evidence receipt / uncertainty
Published · transcript-backedDavid Rosenthal: uncertainty
10 Feb 2022 Acquired Peloton
“I don't know, I haven't dug enough to know, but I don't think it's that expensive relative to the amount of subscription revenue they get.”
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
…I don't know if that is in the cost of revenue for the subscription. I would guess not? I would guess they would put that down in either G&A? I don't know, I haven't dug enough to know, but I don't think it's that expensive relative to the amount of subscription revenue they get. We'll get into powers later, scale economies, and all that, but my understanding is that the top Peloton instructors make $500,000 to $1 million. I think that's about right.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.