Peloton's $8 Billion Valuation is 'Illogical,' Says Techonomy Founder

The transcript discusses the evolving definition of a tech company, using Peloton as a case study. It highlights Peloton's significant investment in software and its high valuation, questioning whether it should be classified as a tech company. The conversation also touches on Peloton's financial transparency, comparing it to other companies like WeWork. The discussion concludes with an analysis of Peloton's market valuation, emphasizing the importance of its subscription model and future growth potential.

What are the implications of classifying companies as tech companies based on their use of software?

In what ways does the subscription model of Peloton add value to the business?