The Startup with Ed Ludlow: Peloton Recalls 2.2M Bikes

The video discusses Peloton's recall of 2.2 million bikes, highlighting the company's ongoing challenges with cash burn and transition to a digital future. It then shifts to Disney, examining the contrasting performance of its streaming services and theme parks. The discussion covers Disney's marketing strategies, spending patterns, and the broader streaming market dynamics, including challenges in low ARPU markets like India.

What was the reaction to the spending on new content by Disney during the quarter discussed?

What insights were shared regarding the streaming market in India?