Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
10 Feb 2022 Acquired Peloton
“I think what we should do is paint the A scenario and maybe a C or an F scenario for what Barry does from here and what those outcomes are.”
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
…This demand spike created huge complexities for Peloton as a business in a way that for Zoom, it created some complexities for Zoom. I don't want to say it was just easy, but they’re shipping software. It's different here. Yup. All right, let's grade this one. I think what we should do is paint the A scenario and maybe a C or an F scenario for what Barry does from here and what those outcomes are. Yeah. Maybe let's start with the C scenario because I think that's the more interesting one. F is obvious like, this business falls off a cliff and there's no more demand ever.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.