Ellis Rovin

And also Peloton is like on the verge of bankruptcy again.

So... Eat their lunch?

I mean, they need to do anything.

You know what I mean?

I think that what Peloton gets out of it is if people like the classes in general, they might buy a Peloton subscription for the actual bike and the tread.

Right.

And then Spotify is like, oh, we're technically offering more value.

If you're a Peloton user who doesn't have the biker tread, but you still like the classes, then you could just cancel your Peloton subscription.

Sure.

If you're paying for two subscriptions, you can cancel one of them.

Yeah.

Damn.

So Peloton probably hates this.

It's weird.

I think we're just going to keep seeing like YouTube added the games.

And I think we're just going to continue to see all of these streaming companies build out the services that they offer so that you never leave their app.

Fair enough.

But it does feel weird because Spotify should not be a fitness company.

I mean, it only launched like yesterday or the day before.

So you might not even have gotten it yet.