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No. of Recommendations: 1
Affirm is everywhere from Target to Best Buy to the small Shopify (I assume) customer from whom I ordered premium rollerblades from the other day instead of a Peloton. Hey, I figure I can stay in better shape roller skiing (it’s a Minnesota thing) but have not had a single person denounce Peloton to follow my lead.

The fact that Peloton actually grew its percentage w Affirm, given how fast they are growing seeems mathematically somewhat astounding. Not dispositive as there is an assumption made there but I think the assumption that Target Best Buy etc are very large customers as well for Affirm.

Tinker
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