Peloton

Acquired

Ben Gilbert and David Rosenthal

Venturecapital, Ma, Investing, Acquisitions, Startups, Vc, Investment, Business, Technology

4.8 • 2.9K Ratings

🗓️ 10 February 2022

⏱️ 138 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The Peloton journey has been one seriously wild ride. From can’t raise money to one of Tiger Global’s first venture investments, to pandemic darling to the stock being down 85% in 6 months... there’s never a dull moment in this company’s history. And guess who’s leading the pack for its next chapter: that’s right, THREE-TIME ACQUIRED SUPERHERO, the one and only Barry McCarthy. We had to tell this story.

Sponsors:
Vanta: https://bit.ly/acquiredvanta

Statsig: bit.ly/statsigacquired
Modern Treasury: https://bit.ly/acquiredmoderntreasury

This episode has video! You can watch it on YouTube.

PSA: if you want more Acquired, you can follow our newly public LP Show feed here in the podcast player of your choice (including Spotify!).

Links:

Barry’s Hill School interview on YouTube: https://www.youtube.com/watch?v=9uwcSbe6YoE
Episode sources: https://docs.google.com/document/d/1Qs4DwVFBTMCyEt7Xxlby6iRCpOs0aRTOWPLjrbFQO8Q/edit?usp=sharing

Carve Outs:

Barry’s planning framework from the Hill School interview: https://www.youtube.com/watch?v=9uwcSbe6YoE
Switched On Pop on James Bond’s Spycraft Sound: https://switchedonpop.com/episodes/james-bond-spycraft-sound-billie-eilish-hans-zimmer-daniel-craig

‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Transcript

Click on a timestamp to play from that location

0:00.8	Ride to greatness.
0:03.6	We're not here to work out.
0:04.5	We're here to outwork.
0:08.1	I sent that to Jenny the other day and she was like, what are you talking about?
0:12.4	Outwork.
0:14.0	Just internalize all the Peloton instructors,
0:16.5	logins, David just make sure you live, learn, love, well.
0:22.1	See you next time.
0:30.2	Now, is it you, is it you, is it you, sit me down, say it straight.
0:36.8	Another story on the way.
0:39.3	Got the truth.
0:40.8	Welcome to season 10 episode two of acquired the podcast about great technology
0:45.8	companies and the stories and playbooks behind them.
0:48.6	I'm Ben Gilbert and I'm the co-founder and managing director of Seattle based
0:51.8	Pioneer Square Labs and our venture fund PSL ventures.
0:55.4	And I'm David Rosenthal and I am an angel investor.
0:58.7	Based in San Francisco and we are your hosts.
1:03.8	Well, listeners, we have been waiting to do a Peloton episode for a long time,
1:08.2	just searching for that, that right moment, you know, we, we didn't do it at the IPO.
1:12.4	And then there was the big stock run up and we thought about that.
1:16.4	And we got a zillion less than a request.
1:18.5	And of course in the pandemic hitting and David and I both becoming customers
	...

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