# Industry Special EP2: The Ground Shifted Page: https://stenobird.com/podcast/overnight-success-599643/industry-special-ep2-the-ground-shifted Text version: https://stenobird.com/podcast/overnight-success-599643/industry-special-ep2-the-ground-shifted.md Podcast: [Overnight Success](https://stenobird.com/podcast/overnight-success-599643) Published: 2026-05-28T08:11:40+00:00 Episode link: https://play.prx.org/listen?ge=prx_16659_3c7ffcfa-7aae-4423-97c0-3fbf19c4cd97&uf=https%3A%2F%2Fpublicfeeds.net%2Ff%2F16659%2Fovernight-success Audio file: https://dts.podtrac.com/redirect.mp3/dovetail.prxu.org/16659/3c7ffcfa-7aae-4423-97c0-3fbf19c4cd97/NON_MEMBERS_Escape_Collective_Overnight_Success_Industry_Special_Part_2_Ground_Shifted_FINAL__2_.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/overnight-success-599643/episodes/industry-special-ep2-the-ground-shifted Duration seconds: 1655 ## Resource In episode one of this series — 'False Dawn' — we looked at the mistaken optimism the bike industry faced when the world opened up after the pandemic. The more you dig into this story, the clearer it becomes that the boom and bust was only the surface. Underneath it, something more fundamental had already changed. In this episode — which we're calling 'The Ground Shifted' — we hear from people who work at various levels of the supply chain about how the customer has changed, how the selling landscape has been redrawn, how private equity saw opportunity and moved in, and all the unexpected forces that have held back recovery — layered on top of structural problems that were already there long before COVID ever arrived. Please note that this is a preview and the full version of the series can be accessed by becoming an Escape Collective member. You can find out more about how to join here: http://www.escapecollective.com/OvernightSuccess ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/overnight-success-599643/episodes/industry-special-ep2-the-ground-shifted/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/overnight-success-599643/industry-special-ep2-the-ground-shifted.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.