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Peloton officially entered connected strength training, unveiling Peloton Guide.

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The AI-powered, motion-tracking camera hooks to a television, delivering live and on-demand workouts. Of note, the $495 bundle includes a heart rate-monitoring armband.

Announcing the product, Peloton pointed to key features, including:

  • Machine learning-powered movement tracking and form feedback
  • Class recommendations based on recent workouts
  • Voice activation and hands-free controls

Smart strength. As we detailed in Issue No. 125, connected strength training is heating up.

  • Tonalhas raised $450M in all, valuing this AI-powered smart gym at $1.6B.
  • Combining free weights and 3D sensors, Tempohas raised nearly $300M.
  • Freeletics launched STÆDIUM, a game-based connected strength platform.
  • Elsewhere, Arena, OxeFit, JAXJOX, and Carbon Trainer are also in the mix.

More recently, Tempo unveiled a $395 camera-based product launch in Tempo Move, and MIRROR will begin selling smart dumbbells and ankle weights.

While Tonal holds a commanding lead in the space, Peloton promised to compete. At last year’s Goldman Sachs Technology & Internet Conference, CEO John Foley said:

“We say we’re going to win strength. And we’re going to win strength… whether hardware is required or not.”

Punchline: For now, Peloton’s strength offering is more of an accessory than a full-blown product.

Going forward, look for Peloton to leverage Guide’s AI-tracking capabilities, extending motion tracking to other modalities while using it further to engage existing members. At the same time, it will serve as a low-cost entry point to the broader ecosystem.

Then, if they’re serious about strength, they’ll enter connected hardware, launching or acquiring new equipment.


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