Second Opinion August 13, 2025
Plus Peloton’s surprise profit, 4 Questions with the CSO of Solera Health and a hot-take on AI driven automation.
Wellness is entering healthcare, and healthcare is moving into wellness.
That seems to be the theme of so many of the conversations I’ve been having lately. Peloton hinted in its earnings this week that one of its key plans to grow the business involves expanding its relationship with customers beyond the treadmill and the bike. CEO Peter Stern spoke to the broader “members’ wellness journey,” pointing to “mental wellbeing, sleep, recovery and over time, nutrition and hydration.” Once its users are hooked on getting exercise through Peloton, either through its hardware or software, Stern views wellness as...
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