Okay, big show today, everybody, and we have five full this week and startups coming to you this

week. I'm going to start off with Peloton. Are they undervalued? They have lost 75% or so

of their market cap, but their numbers are looking really good. I think Peloton might be a buy

and I'm going to go into the numbers and tell you how I assess that. Looking at their subscribers

and the value of their company and the lifetime value of their customers, we went a little bit

back at the envelope math. So you understand how investors think about these businesses,

then we have an amazing interview with the founder and CEO of Rad, our bikes. I love eBikes. I bought

two. This company is like really doing crazy stuff and we talked about the founding story.

And why eBikes are this new magical experience that everybody should try. And by the way,

I paid for those bikes and then I invited them on the show. Just so you know, I never accept

anything free, which is not going to be free. It's always somebody wants to have lunch or

wants a favor or an introduction. So I never accept anything free nor does anybody on the staff.

There's no way to get on this program. You send a PR note here and try to get something on

the program and automatically put your person in the penalty box for like a year or two. We

wouldn't even consider them. So don't send PR requests for this week and startups are all in please.

I mean, unless it's like Bill Gates or like a top 100 person, we understand then like, yes,

you can call us if they have a new book coming out. We're going to have a founder snowflake on

the show on Wednesday. And I'm reading his book right now. It's fantastic. And so yes, for that

level of person, maybe at the end of the pod, I put this at the end. Spoiler alert. I'm going to

talk about the ending of secession producer Nick is going to pitch me on me being in season four.

He's got a story arc idea. We'll see how that is. We'll put it up the flag policy of anybody's

salutes. And I'm going to recap the season and what I think of this extraordinary piece of art

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