Apple has two hundred billion dollars in cash sitting in a bank account, a fitness ecosystem, and deep experience in fitness and video production. They've announced that the initial set of programs will include cycling, treadmill walk & run, yoga, core, strength, rowing, HIIT, and cooldown. They're planning to add new workouts every week, and have popular, properly licensed music (Peloton spent years illegally playing music, before switching to no-copyright music for a year. Today its in a better place).

I would not bet money on Apple losing on class quality, let alone variety.

You are forgetting families. Peloton is $12 a month, but the workouts are tied to one account - so your wife's workout gets synced to your apple watch.

Also Apple is offering yearly pricing that works out to $6.67/mo...and then there is the bundle which if you are in the ecosystem already essentially makes it a free service...

> and then there is the bundle which if you are in the ecosystem already essentially makes it a free service...

This is key. How many people would subscribe to Prime TV if they didn’t already have a Prime membership. My guess is not many. Luckily for Netflix people consume enough that it’s not really a killer. But with fitness you probably only need a single provider. That said, I’ve lost confidence in apple’s ability to execute, but this seems like a race they could easily dominate if done right.