Gym equipment integrates with Apple Watch already, yes? At least that's what they advertise; I haven't hit a gym since I've had an Apple Watch. If true, I don't see a big leap from there to home equipment. We bought a NordicTrac rowing machine a few months ago, and it has a Bluetooth. I was thinking, "ya know, this thing is just a bit of software (and maybe silicon) away from just connecting directly to my watch."

I don't think it's fair to ignore the instructor and class content of Peloton. I use mine because of the classes, I'm not sure I would use the bike if it weren't for the instructors and classes that I like.

Peloton did also just release a new bike that does work with Apple's GymKit too, so, I don't think it's just the metrics.

> You'll be able to go on Amazon and buy [Bike/Treadmill/etc] with "Fitness+ Compatible" that streams wirelessly to your watch/phone.

This really isn't new at all (Zwift, Trainerroad, Sufferfest, Aaptiv, etc). Hell even today all that Peloton offers over competitors is nice treadmills and a closed/proprietary protocol for integration (unlike those other examples). I do expect that Apple will likely package and market it very thoughtfully for mass-market, which is significant. One could argue that Peloton is also all about its mass-market appeal, which is exactly why we're talking about Peloton and not the enthusiast-oriented brands like Wahoo.