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Published · transcript-backed

Ben Gilbert: belief

10 Feb 2022 Acquired Peloton

“There is so much crazy lore in the building of Peloton, which I think we would have done if we gave this the three-hour treatment.”

— Ben Gilbert

Source trail

Everything needed to verify it.

Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
belief
Recorded
10 Feb 2022
Publisher
Acquired
Episode
Peloton

Transcript context

…And then Pleasants becomes one of the first angel investors in that $400,000 round, right? There is so much crazy lore in the building of Peloton, which I think we would have done if we gave this the three-hour treatment. Let's go into our narratives. What is the media narrative right now for the bull case and the bear case? On the bull, there's just an insane level of customer love for this company. The NPS is around 90. You're wearing a Peloton hat as we do this.…

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