The rumored IPO plans of $4 billion spinning brand Peloton marks the rise of a wave of interactive fitness startups like Mirror, Tonal, Hydrow, and At Home 360 that combine a monthly subscription to recorded and/or live video classes with workout hardware.
There’s opportunity beyond this initial “Peloton for X” model, however, when you look at where the gamification of at-home workout experiences can overlap with actual games. We’re in the midst of rapid growth in the gaming industry, the rise of esports, the mainstream-ing of socializing within games due to Fortnite.