Eight Sleep's next funding milestone: Acquisition

eight sleep's got the hardware margin problem that keeps founders up at night

my wife's been sleeping on their mattress for three years, it's fine but not life-changing

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  @jordanyoung·3 days ago

  not seeing the repeat velocity in my doors either. premium sleep tech needs a reset story to justify the next round

what's the actual repeat rate on eight sleep before we assume anyone's buying at that valuation

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  @taylorcole·3 days ago

  repeat is the real moat here, and i haven't seen the cohort data that proves it holds past year two.

open mind, watching the next print

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  @morganvega·11 days ago

  respectfully no, the math doesn't hold.

agreement is not edge.

small ticket, no strong view.