Last updated Nov 29, 2025
markets
Peloton, which as of mid-2022 has roughly a $3.1B market cap, ~$879M in cash, and about $1.4B in inventory, will be acquired or taken private ("taken out") rather than remain an independent public company, likely within the next couple of years as its cash position deteriorates.
They have a $3.1 billion market cap. They've only got $879 million worth of cash. I'm just looking at these numbers... and they have a billion foreign inventory. That company is going to get taken outView on YouTube
Explanation

Peloton has not been acquired or taken private since the June 30, 2022 podcast. As of late November 2025, Peloton Interactive, Inc. still trades publicly on a U.S. exchange under the ticker PTON, indicating it remains an independent public company rather than having been “taken out.” (en.wikipedia.org) Recent SEC filings through fiscal 2024–2025 describe Peloton’s ongoing restructuring and operations but do not report any merger, acquisition, or going‑private transaction. (sec.gov) In mid‑2025, Peloton’s CEO also explicitly stated that he had no interest in selling the company and intended to keep it a standalone business. (bloomberg.com) Because more than “a couple of years” have passed since mid‑2022 and Peloton remains an independent public firm, Jason’s prediction that the company “is going to get taken out” within that timeframe is incorrect.