I couldn’t bring myself to pay $2500 for the bike, or $4500 for the treadmill. Also, the $39/ month is only if you have one of those products with the bigger screen and connected data for leaderboards. This may be a good market for some, but I didn’t feel this was right for me so I looked into their app instead.
I started with a less expensive bike and the $12.99 digital subscription in the app. It is great. I agree with the point that part of what you are getting are amazing instructors. I also appreciate that they continue to expand their offerings beyond just cycling into many things fitness. They just added an Apple TV app which is also great. I believe that people will continue to use their app at the digital subscription rate and this is where they will see more subscription growth.
-Josh