The opportunity
We stopped competing on content alone. We built a platform.
The honest strategic question wasn't how to make better workouts. It was whether we were leaving value on the table by only offering our own.
iFIT had built some of the most ambitious fitness content in the world — trainers summiting Everest, rowing on the Kafue River, or traversing the Pyrenees. The content was genuinely exceptional and remained the core of what we offered. But no single content library can be everything to everyone. Gaps existed — gaming, music, entertainment — and competitors weren't filling them either.
The opportunity was to stop pretending those gaps didn't exist and open the platform to apps that could fill them. Ergatta brought gaming. Spotify solved music rights. Others covered categories we had no intention of building ourselves. Just like how Apple's content lives alongside Netflix and HBO, and the device is better for it.
The purchase objection of "what if I don't like the built-in workouts" disappears. Time on device increases. And the moat shifts from content library to platform ownership — a fundamentally harder thing to replicate.
New hardware in Fall 2024 made it technically possible. The only question left was whether we could execute it without breaking the experience we'd spent years building.