Pre-brunch yoga class with my friends?

This is the 2nd post I've written about ClassPass, as their astronomical rise is very fascinating to me; they've been able to acquire a tremendous amount of users as well as an abundant supply of gyms (not to mention raise a ton of money!) Whether or not 1- their growth is sustainable, 2- they will be able to grow outside of current major metro areas, or 3- their lead gen for their JV Partners will cannibalize their user base... nobody knows, but it will be interesting to see what happens! 

My question here is relative to the value they drive to their subscribers. I had an interesting conversation, the other day, with the founding CMO of ZipCar and we were speaking about Uber and what value they actually drive to their users; in further investigating the most significant value that Uber provides to me, it turned out being something that they don't actively market very much... the cost savings v. parking. 

Is ClassPass' true value in:

1- the user's ability to access a variety of stores without having a variety of memberships?

or

2- the user's ability to workout with friends 

If you look at some of the most significant trends throughout the history of the fitness industry, community is a constant (Racquet Clubs, Curves, Crossfit, Group X, this list goes on...) as community = accountability and accountability = results. 

Are the endless amount of millennial girls, in NYC, using ClassPass because it gives them the ability to access multiple boutique fitness studios so they have variety or is it more so the ability ClassPass gives these same millennials to work out with their friends who wouldn't otherwise  belong to the same gym as they do?