andyjr77

Member Summary

Setup: view

Forum replies: 50

Comments: 16

Lives in:

Member Since:

7/13/2012

Recent Activity

Filter:

All

Brian_Peterson Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/24/2025 4:43am

Racing at a WC level tends to cost a lot of money.. Given the industry struggles as of late, this really isn't too shocking.

This forum topic has 5101 replies.

63expert Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/24/2025 4:43am

How many bike companies have won a World Championship, a World Cup Overall, and then folded that same year?

This forum topic has 5101 replies.

Blake_Motley Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/24/2025 4:37am

Someone tell Leo Kokkonen that the investors at Nobl have no obligation to Evil’s customers so this actually can’t be done

This forum topic has 5101 replies.

pocguin Liked a bike check CUSTOM Norco Shore 2023 dream build

10/21/2025 2:14pm

This bike check has 1 comment.

jeff.brines Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/21/2025 2:13pm

I'm locking this thread for a day or two. Not trying to be rude, I'd actually love to jump in myself, but we've gone way off the rails. None of this ties back to the bike or outdoor industry directly. If you want to continue the AI discussion, please start a new thread, take it to X/Twitter, or head over to LinkedIn. Those platforms are built for this kind of speculation (and overflowing with this sort of banter). I want to keep this space focused on industry-specific topics. Nothing personal,I genuinely enjoy these conversations, this is just a "thread hygiene"...

This forum topic has 5101 replies.

jeff.brines Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/21/2025 2:11pm

I had a long reply written for this, but broadly discussing AI is probably outside the scope of this thread. There are really only two relevant tie-ins here: 1. How companies should be able to do more with less, and how that could (or should) put downward pressure on margins, potentially making things deflationary. (Don’t hold your breath.) 2. How the current data center capex cycle, set against shaky conviction in model economics, could eventually blow up and have second- or third-order effects on industries like bikes, just as the dot-com bubble and the financial crisis did in their time...

This forum topic has 5101 replies.

DServy Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/21/2025 2:11pm

" The majority of jobs will be things where robots are just too expensive to do what a human can do with their hands." Ohhh man, we're all about to get a pretty rude awaking on this front. I really cannot understate how much of a wrecking ball AI will be across all industries, and I say that because I'm in the AI industry for work. Hearing what our investors are saying, and how we are positioning our company internally has me legit scared for a lot of people's jobs. White color is by far going to be the first...

This forum topic has 5101 replies.

jeff.brines Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/20/2025 12:39pm

Couple things... I think the acquisition of Whyte by Causeway Capital is the first PE deal we've seen in years. Again, someone check me if I'm wrong, but maybe the ice has thawed. @PisgahGnar - to your question... First, PE and VC are not the same. I know I keep beating this drum, but VC aims at backing startups in high growth industries with the goal they will IPO or get bought for billions of dollars (I'm generalizing) . PE invests in private companies that are generally mature with the goal of selling them in a relatively short amount of...

This forum topic has 5101 replies.

Brian_Peterson Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/19/2025 11:16pm

Didn't Gaurdian get some government loan or grant not too long ago? Use the government money to offset their cost increases from the tariffs they are pushing for? Especially since a bulk of the parts they use are coming from overseas...

This forum topic has 5101 replies.

TEAMROBOT Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/19/2025 11:15pm

If there's one thing I know about readers and viewers today, it's that they are CRAVING more AI-generated content. Not getting enough of it yet. Can't get enough. Foaming at the mouth for more AI-generated content, in fact. Gobbling it up.

This forum topic has 5101 replies.

TEAMROBOT Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/18/2025 10:04pm

“I keep spending revenue from my existing companies to buy more companies, and I can’t figure out why my existing companies aren’t profitable yet.” 🤔 tough question. Maybe another round of editor and content creator layoffs will help Outside mag finally realize its hidden potential.

This forum topic has 5101 replies.

Blake_Motley Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/18/2025 11:08am

To me, it seems like an obvious PR move and show of good faith to say hey if you ordered a Pole and never got it we’ll hook you up with a bike. How else will you convince people to give you their money again?

This forum topic has 5101 replies.

Brian_Peterson Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/18/2025 11:08am

That sucks for those people... Unfortunately, their only recourse who be to file with the court handling the bankruptcy, but the amount they would receive would be pennies on the dollar..

This forum topic has 5101 replies.

Blake_Motley Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/18/2025 11:08am

Straight from the horses mouth. Pole has no desire or intention to make those customers whole or to perform an act of good faith. The AI response is the icing on a very delicious cake for me here.

This forum topic has 5101 replies.

Digit Bikes Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/18/2025 6:06am

You might find this podcast enlightening regarding Kenstone, Haro, etc...:

This forum topic has 5101 replies.

mickey Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/18/2025 6:06am

A lawyer friend was nice enough to download the first 20 pages of the Kenstone V Haro brief for me. The most telling thing: The ceo of Kenstone made herself the ceo of Haro and her cousin the sales manager, allowed way too much stuff ordered on her watch, installed the new CEO, and now Kenstone is looking for about $3mil USD in damages from Haro in a jury trial. 🤣

This forum topic has 5101 replies.

kokokorokokoko Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/18/2025 6:06am

It’s not like they would want their money back or anything. I’m sure a “sorry” is enough. I hope no one buys anything from this guy until he either gives people their money back or give them the shit they ordered.

This forum topic has 5101 replies.

steelisideal12 Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/18/2025 6:06am

Anyone seen the Pole bikes CEO’s latest vid on Instagram? Bankruptcy settled, and Pole ‘reopening’ with new bikes on their way. I’ll let everyone make up their own minds once they’ve seen it…

This forum topic has 5101 replies.