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This was great! Crazy fast turnaround, too. Thanks for your timely thoughts on the Downtime Podcast, Jeff. To your point about Markus being at the helm when he alleges that "PE was overly focused on growth," I agree. As I was listening to your 9-minute response, I was thinking about Andreas Kolb, who was likely signed to the 2025 YT MOB sometime around September of 2024, well after Markus came back as CEO in February of 2024. Kolb must have been a HUGE contract and represents YT choosing to double down on their DH and Enduro teams, especially given the...

As much as I love it (and am a Patreon supporter) I've started skipping/abandoning episodes because they seem like straight-up puff pieces...

Maybe that is a pod we could actually get.

Personally I'm just disappointed there wasn't a phase 6-7.

Whoops! First time playing with the new Google image model. I tweaked the output after generating the first variant and accidentally introduced that bug (missing phase 3). FWIW, I spot-checked a few numbers and it’s accurate. You all might not be as impressed as I am, but being able to visualize data this quickly and correctly is a huge unlock for anyone working with otherwise eye glazingly boring financial data.

I felt this was worth posting here. Yes, AI made it and yes its pretty spot on. It was built primarily off all financials from 2016-present.

One thing I always thought about YT, and I'd love to hear Brines opinion or maybe somebody who works at a shop and looks at inventory a lot... But how exactly practical is it, even as a d2c brand, to have THAT many sizes of THAT many specs, typically at 2 colors each? That's the shame of YT. I think people loved the Tues, loved the dirt loves, generally are at least ok with the Jeffsy and Capra. I think the Izzo and gravel bike were... A puzzling step for the brand though the Izzo turned out ok, imo. Just...

I think it’s pretty clear Markus will say anything he thinks is will help him. Doing it is a diffirent story. forgot to say really enjoyed the pod. You guys kept it light. With just enough of classic team robot to keep me interested. Jeff’s insight was fantastic. Really looks like essentially yt has only ever grown thru big investments that never turned into profits. And every opportunity to profit has been spent on the look of being successful. If Marcus had half a brain he’d rebuild himself on the German market on a small scale and wait for the...

I can understand the statement on the Jenson site that YT USA will not warranty the bike since YT USA is no longer a thing. Just make it easy for the customer in any way possible. Especially since Jenson is willing to help with the warranty on any non YT part. Granted, pretty much all of those parts would require you to go through a shop for a warranty claim..

Good to see Markdown Sellattaloss-man putting YT right in line with the modern corporate/customer relationship of "Hey customer, give us your money and/or go F yourself."

As others are saying, there doesn't seem to be an objective/legal reason to not be able to provide a warranty. But not even having the balls to say, hey maybe we can throw in a discount to you as a YT supporter, with your proof of purchase, as a show of good faith. Cuz as Brines mentioned, there aren't a TON of bikes being sold by YT. And the amount that will have a failure and need any form of frame warranty should be tiny. So... It was SUCH an easy win, on so many levels. Be it warranty wise...

https://www.instagram.com/stories/highlights/17875129827446061/ - 5th story from the end is the response regarding YT/Jenson warranty from markus. he notes jenson bikes labeled as sold without warranty (true, jenson was very clear about that on the sales page). he goes on to say if a customer needs help he wants to help - "go to jenson to start the warranty, they contact us, we have the parts and we will take care of you." if i bought a bike that explicitly said it had no warranty, i would not ask for or expect a warranty. a customer buying this bike and asking for...

Number of bikes shouldn't matter. 1) The warranty rate is probably very low, all things considered. So your net cost is measured in the 4 digit range. 2) Transition has shown the world how warranty should work in a D2C (or hybrid) environment. It really isn't even that hard. Always make sure the customer is happy and make it easy for things to get fixed in a timely fashion. Again...its not hard.

From what I've seen, it doesn't look like Jenson has a ton of bikes. It couldn't be that much money to cover a few warranty claims, especially for the positive word of mouth he would get out of it. The internet stoke of people saying "I had to warranty my YT and it was no issue " should be priceless for him at this point. Your mentor nailed it.

There is absolutely no reason YT can’t pull this off. I mentioned this on the pod, but Markus and YT have a real opportunity right now to rebuild trust. That only happens if Markus opens the checkbook. Sitting in a Bond-villain mansion surrounded by supercars while employees are left hanging, vendors remain unpaid, athletes aren’t made whole, and customers are told they have no warranty is a guaranteed way to tank this comeback. Vendors would probably even accept a structured payment plan (hear that, Markus? You get to keep the cars). One thing I’m certain of (mentioned it on the...

It seems to be ridiculous that they can't simply ask for a proof of purchase and move forward with the claim. You know, the way most other bike brands handle warranty claims..Yes, you may have to go through a dealer, but to straight up say they won't warranty what seems to be a relatively small number of bikes is definitely seems to be shooting yourself in the foot.. Multiple times..

How to shit on your own brand new company in one easy step.

this is only a problem because of your weak consumer protection laws, in europe, jenson would be the one to provide the mandatory 2 year warranty

On the YT story, one point to add is the relationship with the supplier. It look like YT left behing a lot of debt to supplier, as i am working everyday with the same supplier, it will not be easy for the brand to come back like nothing happen to them. https://www.bike-eu.com/51108/taiwanese-suppliers-count-up-millions-in-…

We already saw this in Australia; when Pushy's became YT's local importer/retailer the prices became significantly less competitive. That deal fell over at the beginning of the year and YT was due to move over to Bikes Online, but they'd evidently passed the point of no return by then so it never happened.