Peloton, every mention
76 scenes, the whole family · ← back to Peloton
tap a year for its mentions
every year anyone Harry Stebbings 61Hans Tung 10Barry McCarthy 8Woody Marshall 3Jason Lemkin 3Adam D'Augelli 3Will Ahmed 2Tony Schneider 2José Neves 2John Callaghan 2
Verbatim, from the transcripts: the passages where Peloton comes up
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 1:03:30 Jason Lemkin It's confusing, but the subscription, maybe it's Peloton two point O, but for the moment it's pretty attractive. 3 times in the scene
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 43:44 unnamed speaker Um, and they're exciting until like Peloton when they aren't right now, that's not, there's not a 2000 dollar cost here. 6 times in the scene
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 56:48 Harry Stebbings And we actually just do exercises at home all day on Pelotons, or do we go back to gyms?
Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
- ▶ 5:36 Matt Grimm Ah, I was on, I was on the Peloton in the morning, just, ah, just writing and got a, a news alert.
Andrew Bialecki: Is Klaviyo the Most Under-Priced Public Company? | E1170 · 20VC with Harry Stebbings
- ▶ 56:23 Harry Stebbings But like, I, I totally, I just look at like Peloton as a really interesting example, where the customer love is off the charts, but actually business is in the dumps.
Beezer Clarkson: Are LPs Open for Business & Why Do LP Incentive Mechanisms Need to Change? | E1073 · 20VC with Harry Stebbings
- ▶ 5:00 Beezer Clarkson If you got out when Peloton stock was high, like there were ways of making money, but it's not as consistent as the enterprise.
The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
- ▶ 29:41 Harry Stebbings I spoke to you before the church on email about Barry at Peloton who spoke about actually Netflix and how they use the discovery engine to get better margins because they could direct you towards content where they have better margin…
Barry McCarthy: From Netflix CFO to Peloton CEO; How Netflix Beat Blockbuster | 20VC #962 · 20VC with Harry Stebbings
- ▶ 0:24 Harry Stebbings And then how did you come to be CEO of Peloton most recently? 5 times in the scene
- ▶ 1:42 Barry McCarthy Um, maybe some of the challenges they were facing, and possibly some of the fixes, and I was anxious to play another big game with an iconic brand, which Peloton is, and, um, fortunately, I was able to convince them to give me a shot at,… 2 times in the scene
- ▶ 12:00 Harry Stebbings But it's just on, on kind of the move to Peloton. 2 times in the scene
- ▶ 15:18 Harry Stebbings In terms of your performance, obviously Peloton is, is a company of performance in its sporting endeavors.
- ▶ 16:35 Harry Stebbings What would you say is Peloton's biggest competitive advantage today? 6 times in the scene
- ▶ 18:40 Barry McCarthy I would say that the Peloton team didn't exhibit that capacity, right?
- ▶ 33:05 Barry McCarthy That's been true here at Peloton, by example, on the supply side, had some really valuable help from one of our board members in that regard.
- ▶ 43:39 Barry McCarthy I, well, I mean, aside from the liability of the Peloton business in the long term, I have no idea. 3 times in the scene
- ▶ 48:45 Barry McCarthy And Peloton and the immediate challenge is to, is to finish the turnaround.
Maggie Hott: 3 Questions You Must Ask When Interviewing Sales Reps | 20VC #960 · 20VC with Harry Stebbings
- ▶ 47:58 Harry Stebbings So say I pitch something that I love, um, uh, Peloton, uh, good example.
20VC: When to Make Your First Growth Hire? Senior or Junior? How To Onboard Them? How To Monitor Their Progress? from Growth Leaders @ Facebook, Instagram, Lyft, Instacart, Miro and more
- ▶ 2:03 Harry Stebbings Robin have helped companies like Peloton, Toyota, and Hulu build better workplace experiences, plus Robin integrates, with tools that you already know and love.
- ▶ 33:13 Harry Stebbings Robin have helped companies like Peloton, Toyota, and Hulu build better workplace experiences.
UK Prime Minister Rishi Sunak on Turning the UK Into a Talent Magnet | Full Interview · 20VC with Harry Stebbings
- ▶ 23:44 Rishi Sunak Uh, so I do that when I can, and then otherwise, yeah, treadmill and peloton during the week.
20VC: The Memo: Chris Sacca on Why We Are Breeding a Generation of Entitled Assholes, Harley Finkelstein on What Great Fatherhood Really Means, Deena Shakir on How Kids Make You a Better Investor and Anne Wojcicki on How Children Change Your Approach to R
- ▶ 21:31 Harley Finkelstein Like, even, you know, everyone has, a lot of us have Pelotons.
Shopify President, Harley Finkelstein on What is Being a Good Husband | Full Interview · 20VC with Harry Stebbings
- ▶ 48:44 Harley Finkelstein My suspicion is most of us do the on-demand classes, not the scheduled classes, but actually if you have to do the scheduled classes because you have to show up at four 30 or five 30, it means that is blocking it off.
How I Built a Twitter Audience of 500K+ in 18 Months | Sahil Bloom Full Interview · 20VC with Harry Stebbings
- ▶ 37:12 Harry Stebbings Me and Olivia Amato on Peloton.
20VC: How Startup Valuations, Fund Deployment Cycles, M&A and IPO Markets Will All Change in This New Market, Where Will The Biggest Crunch Be, When Is The Right Time To Be Aggressive vs Conservative with Roger Ehrenberg, Founding Partner @ IA Ventures
- ▶ 31:21 Harry Stebbings The Apple on Peloton.
20VC: Whoop Founder, Will Ahmed on How CEOs Can Perform at their Highest Level, Why There is Value in Struggle Early On, Why Realism is Overrated in Startups and How To Create a Culture of Delegated Decision-Making
- ▶ 31:31 Will Ahmed And Peloton as a private company was trading at about 20 times revenue. 2 times in the scene
20VC: Investing Lessons From Rounds In Peloton and Square, Why Great Investing is Stock-Picking and Sector Penetration & The Next Decade in Venture, Is Tiger's The Right Model with Hans Tung, Managing Partner @ GGV Capital
- ▶ 10:24 Hans Tung I remember investing in Peloton at about a billion dollar valuation. 2 times in the scene
- ▶ 12:06 Hans Tung For example, go back to taking the example of Peloton. 4 times in the scene
- ▶ 12:09 Hans Tung One of the things we learned through due diligence was that the plan that you're on to enjoy Peloton and Peloton digital, Peloton digital, which came afterwards, is that it's about 97 dollars a month to enjoy the payment program they have…
- ▶ 13:31 Harry Stebbings I mean, I'm sure we both remember when everyone was going, Peloton, yeah, 6 times in the scene
- ▶ 22:18 Hans Tung And, you know, Palatom, those investors early, you know, Lee Fixer invested early for Tiger. 2 times in the scene
- ▶ 26:18 Harry Stebbings Can I ask, given the love of history, and given the love of kind of pattern studying, you know, I think the hard thing is, you know, you've had many hits in many different areas, so let's take Peloton as an example, whereby it's quite easy…
20VC: Rishi Sunak, Chancellor of the Exchequer on Turning the UK Into a Talent Magnet, What Can Be Done To Drive Further Investment in UK Venture & A Breakdown of Morning Routines, Peloton Favourites and Managing Nerves
- ▶ 28:19 Harry Stebbings I'm desperate for a peloton race now with Rishi, but if you'd like to see more from us behind the scenes, of course you can, on the twentyminutevc.com.
20VC: Farfetch Founder, José Neves on Zen Buddhism and Its Impact on Leadership Mentality, Why Head vs Heart is Not the Right Way To Think About Decision-Making & How To Work Through Self-Doubt and Identity as a CEO
- ▶ 12:04 José Neves The essence of meditation is awareness of the present moment, and that's why you can meditate in your peloton, for example. 2 times in the scene
20VC: Benchmark's Sarah Tavel on Why Chasing GMV Will Lead To The Wrong Direction, The 2 Crucial Tipping Points For Marketplace Adoption, Why UGC Plays Are Like Marketplaces & How To Determine Between Existential and Non-Existential Risk
- ▶ 5:41 Harry Stebbings I do want to ask, though, because we were emailing before and talking about how I stalked you listening to every podcast episode you had done, and in one of the episodes, when you spoke about your time with Pinterest, you said one of your…
20VC: Zach Weinberg on Whether A Company is a Democracy, The Importance of Ownership, The Rise of Pre-Emptive Rounds, Multi-Stage Funds Entering Seed and How he Approaches Both Risk and Personal Capital Allocation
- ▶ 17:59 Harry Stebbings And you tweeted a picture of the Peloton team and how they were selling Nuke back in the days of, kind of, e-books and the transition that they've made.
20VC: Sequoia's Roelof Botha on His Biggest Lessons Working Alongside Don Valentine, Mike Moritz and Doug Leone, Leading Sequoia's US Business and What Sequoia Do To Retain Their Edge at the Top & The Crucible Moments That Define Startup Success
- ▶ 2:15 Harry Stebbings Peloton, my favorite, and Atlassian build product experiences that convert and retain customers.
- ▶ 39:55 Harry Stebbings Amplitude helps the top product and growth teams that companies like PayPal, Instacart, Peloton, my favorite, and Atlassian build product experiences that convert and retain customers.
20VC: Cyan Banister on Her Relationship To Money, Risk, Her Investment Decision-Making Process, Why We Will See A Reckoning in the Early Stage Market, Her Biggest Takeaways from HQ Trivia & The Future of Silicon Valley
- ▶ 2:18 Harry Stebbings Amplitude helps the top product and growth themes at companies like PayPal, Instacart, Peloton, my favorite, and Atlassian build product experiences that convert and retain customers.
- ▶ 51:59 Harry Stebbings Peloton, my favorite, and Atlassian build product experiences that convert and retain customers.
20VC: CRV's George Zachary on His Relationship To Money and How it has Changed Over Time, Why The Best Founders Have Often Experienced Parental or Home Instability and The Stories Behind Investing in Unicorns; PillPack, Yammer and Udacity
- ▶ 2:18 Harry Stebbings Peloton, my favorite, and Atlassian build product experiences that convert and retain customers.
- ▶ 46:39 Harry Stebbings Peloton, my favorite, and Atlassian build product experiences that convert and retain customers.
20VC: Arlan Hamilton: "We Have Come For Cake, Not The Crumbs", Arlan's Plan To Return $1Bn in 10 Years, Why Arlan Plans To Giveaway or Invest 90% of Her Wealth & What The LP Class Can Do To Ensure More Under-Represented Managers Get Funded
- ▶ 2:21 Harry Stebbings Companies like PayPal, Instacart, Peloton, my favorite, and Atlassian build product experiences that convert and retain customers.
- ▶ 35:40 Harry Stebbings Amplitude helps the top product and growth teams that companies like PayPal, Instacart, Peloton, my favorite, and Atlassian build product experiences that convert and retain customers.
20VC: The Chainsmokers on Raising Their First $35M Fund and Entering The World of Venture, Dealing with Vulnerability and Insecurity Today & How Music and Venture Compare; The Similarities and Differences
- ▶ 0:06 Harry Stebbings Their music's fueled many a Peloton ride for me, and just last week, they announced their new venture, Mantis.
20VC: a16z's Angela Strange on Why Every Company Will Be A Fintech Company, How Founders Should Think About Niches and Optimal Insertion Points, How To Transition To Become The System of Record & Are We Entering A Period of Bundling Or Unbundling for Fint
- ▶ 10:10 Harry Stebbings I guess the question that I then have is in terms of when we think about brand, especially connotated to that, it's like, do you think we'll have like Peloton having financial services? 2 times in the scene
20VC: Biggest Lessons From Scaling Houseparty To Millions of Users, Why Today's Metrics Are Insufficient To Determine Product Success & What Breaks with Scale From Team To Product with Ben Rubin, Co-Founder @ /talk & Houseparty
- ▶ 41:42 Harry Stebbings Peloton and Atlassian build product experiences that convert and retain customers.
20VC: Why Entrepreneurs Care Less About Firm Brand at Seed, How LPs Should Think About GP Commit & How The World of LPs and Fundraising Will Change Post COVID with Apurva Mehta, Managing Partner @ Summit Peak Investments
- ▶ 1:01 Harry Stebbings Amplitude helps the top product and growth teams at companies like PayPal, Instacart, Peloton, and Atlassian build product experiences that convert and retain customers.
20VC: MongoDB CEO, Dev Ittycheria on Why Sometimes You Have To Be Inefficient To Be Effective, The 2 Different Types of Decisions and How Great Leaders Respond To Each & Why Value To Overhead Ratio Is The Metric To Use When Selecting Investors
- ▶ 1:06 Harry Stebbings Amplitude helps the top product and growth teams at companies like PayPal, Instacart, Peloton, and Atlassian build product experiences that convert and retain customers.
- ▶ 40:33 Harry Stebbings Amplitude helps the top product and growth teams at companies like PayPal, Instacart, Peloton, and Atlassian build product experiences that convert and retain customers.
20VC: Steve Jurvetson on 20 Years of Friendship with Elon Musk, How To Analyse Market Timing, Why Venture Does Not Scale & Why He Has Never Sold A Share in Any Company He Holds
- ▶ 1:01 unnamed speaker Amplitude helps the top product and growth teams at companies like PayPal, Instacart, Peloton, and Atlassian build product experiences that convert and retain customers.
- ▶ 30:14 Harry Stebbings And the truth is spinning on the Peloton and going for brunch with my mother and my brother. 2 times in the scene
20VC: The Future of Subscription Media, Why Startups Need To Stop Blaming Facebook and Google & How Founders Should Think Through Customer Acquisition Channel Dependencies with Alex Mather, Founder & CEO @ The Athletic
- ▶ 0:00 Harry Stebbings So I've done over 2750 episodes of the 20 Minute VC, but never before have I been challenged to a peloton race before an episode.
20VC: 8VC's Joe Lonsdale on How To Foster Contrarian Thinking Within Venture Partnerships, Why The Best VCs Are Company Builders & Why It Is Not Possible To Build Multi-Billion Dollar Companies and Have Worklife Balance
- ▶ 26:09 Joe Lonsdale I was on the Peloton this morning.
20VC: Andrew Wilkinson on Building The Berkshire Hathway of Tech, Sustainable vs Unsustainable Growth and The Relationship Between Money and Freedom
- ▶ 0:00 Harry Stebbings This is the 20 Minute VC with me, Harry Stebbings, and if you'd like to see more behind the scenes of my newly Peloton-addicted no-alcohol life, you can on Instagram at hstebbings, 1996 with two Bs.
20VC: Sarah Kunst on Why There Is Plenty Of Investor Money Still Available, The Megan Markle Effect and How It Impacts Hiring and Talent & Whether GP Commits Prevent Diversity and Inclusion
- ▶ 13:05 Sarah Kunst You, you sell the Google and you have free salad for life and they probably, you know, pay for your Peloton, right?
20VC: Are VCs Still "Open For Business", How VCs Attitude To Risk Has Changed & The 2 Most Valuable Assets To Founders Today with Fred Destin, Founding Partner @ Stride VC
- ▶ 24:26 Fred Destin Please, you know, don't get, don't get off your Peloton bike at 10 to 15 after you had a smoothie and have a quick conference call to say, cut your burn by 40%.
20VC: True Ventures' Toni Schneider on How Being CEO @ Automattic (Wordpress) Made Him A Better Investor, The Biggest Lessons from Automattic on Running Successful Remote Teams and The Right Way For Investors To Show Founders They Have Their Support (Note
- ▶ 0:15 Harry Stebbings And so with that, I'm super excited to welcome Tony Schneider, partner at True Ventures, one of the Valley's leading early stage firms with a portfolio, including the likes of Peloton, HashiCorp, Fitbit, Automatic, and Trade.io to name a…
- ▶ 24:17 Tony Schneider Ring.com to Amazon, Duo Security to Cisco, and most recently, the Peloton IPO. 2 times in the scene
20VC: How To Think Through Portfolio Construction and The Business Model of VC, Why You Cannot Grow Ownership In Your Best Companies Over Time & How To Make The Space for Serendipity To Strike in VC with Adam D'Augelli, Partner @ True Ventures
- ▶ 0:30 Harry Stebbings One of the West Coast's leading early stage funds with a portfolio, including the likes of Fitbit, Peloton, HashiCorp, Trade.io, Ring, Automatic, the makers of WordPress, and many more amazing companies.
- ▶ 9:18 Adam D'Augelli And so in some of our biggest companies, things like Ring or Peloton or Zymergen, we started with a small check and over time invested 50, sixty million dollars.
- ▶ 11:18 Harry Stebbings Peloton rings. 2 times in the scene
- ▶ 14:49 Adam D'Augelli It, Duo Security, HashiCorp, Peloton.
- ▶ 21:35 Adam D'Augelli My partner, John is still on the board of Peloton at some level, because we were there early, we've been fortunate that founders would like to keep us there.
20VC: True Ventures' Puneet Agarwal on Why EQ Is Going To Separate The Best Firms In Venture Over The Next Decade, The Negatives of Attribution in Venture & What Makes A Truly Efficient Venture Partnership
- ▶ 0:28 Harry Stebbings Bit, Peloton, Ring, HashiCorp, Duo Security, and Blue Bottle Coffee, just to name a few.
20VC: Why Consumer Brands Must Embrace Physical Retail To Avoid Inflated Online CACs, How To Alter Fund Strategy When Investing In Consumer Retail & Why The Era of The 1,000 Store Brand Is Over with Brendan Wallace, Founder and Managing Partner @ Fifth Wa
- ▶ 9:40 Brendan Wallace Generalist VC funds that were investing in digital e-commerce companies, but there wasn't really any ecosystem to support this offline expansion that more and more brands wanted to pursue, and I think you've seen the front runners in this…
20VC: One Question Founders Must Ask Themselves When Approaching Investor Selection, Why Series B Is One Of The Most Challenging Phases & What Makes For A Successful CEO Transition with Jeff Russakow, CEO @ Boosted
- ▶ 34:24 Jeff Russakow And then for Boosted, we really see ourselves as, you know, like the Apple or the Peloton of that space, and we would really love to be the Hallmark brand and benchmark for that range of class of vehicles, the way we are in skateboard…
20VC: The Transition From Founder To CEO, How To Determine When To Stretch On Price in Venture & The Benefits of Attribution for Partnership Dynamics with Jeff Richards, Managing Partner @ GGV Capital
- ▶ 0:27 Harry Stebbings With a portfolio, including the likes of Alibaba, Slack, Square, Xiaomi, Peloton, Opendoor, just to name a few.
20VC: Learnings From Backing The Likes of Spotify and Airbnb, The World of Growth Investing Today and The Right Way For Investors To Think About Liquidity with Woody Marshall, General Partner @ TCV
- ▶ 0:38 Harry Stebbings Woody joined TCV in 1995, and has since led investments in Spotify, Netflix, Airbnb, Peloton, Groupon, Dollar Shave Club, the list really does go on, and due to this phenomenal success, Woody's been named numerous times for the Midas list…
- ▶ 27:36 Woody Marshall So we announced last week that we led the most recent round in Peloton, the connected fitness company. 3 times in the scene
20VC: Why This Is Just The Start for Consumer Mobile, 3 Lessons China Taught About How To Invest Better In The US & How To Think About The Opportunity Cost of Capital Deployment with Hans Tung, Managing Partner @ GGV Capital
20VC: Why Investors Have The Biggest Problem with Bias, Why Our Job Is To Maximise Risk & Why It Is Essential To Get Good at Losing with True Ventures Founder, Jon Callaghan
- ▶ 0:26 Harry Stebbings Fitbit, Brightroll, and Peloton, just to name a few.
- ▶ 11:41 John Callaghan The strategy consistently puts us early in big markets, whether it's, you know, in MakerBot or Fitbit or WordPress or Peloton or, you know, all these names and things, but what really what
- ▶ 26:57 John Callaghan It might be called Google or Facebook or Peloton or whatever it is.
20VC: Tony Conrad on Straddling The Role Of Founder & Investor, What True Founder/Product Fit Looks Like & The Dangers of Party Rounds
- ▶ 0:29 Harry Stebbings The makers of WordPress, Fitbit, Blue Bottle Coffee, and recent unicorn Peloton.
- ▶ 16:05 Tony Conrad And, you know, I think we just had our annual meeting, and one of the founders got up there from Peloton, John Foley, and he just talked and talked and talked about his relationship with John Callahan, my partner, and why it was so…
20VC: Kevin Rose on Putting The Entire Fund Into Uber, The Future For Mobile & Whether Angels Should Have Super Pro-Rata Rights?
- ▶ 0:29 Harry Stebbings With portfolio companies including the likes of Automatic, the company behind WordPress, Blue Bottle Coffee, About.me, and recent unicorn Peloton.