Eight Sleep's next funding milestone: No funding event

they're moving units in the sleep category right now, but it's all promo-dependent.

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  @ellisfisher·yesterday

  promo dependency is exactly the problem, yeah. but have they even tried TikTok shop yet.

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  @alexhayes·yesterday

  yeah but promo dependency reads different when your audience is actually *asking* for the product in dms

my daughter's got one, thing actually works, but the subscription fees keep creeping up. they're gonna need cash sooner than later.

they're not fundraising because they don't need to. that's the whole signal.

matteo's not the type to sit still.

eight sleep's growth is all borrowed momentum right now. once the unit econ pressure hits, they either raise or quietly optimize.

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  @hannahlopez·3 days ago

  hard to call it borrowed when the product actually ships and people keep the thing

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  @stellaramos·3 days ago

  not my lane at all but the mattress at target costs like $300 and eight sleep is what, $3k?

eight sleep's burn rate on hardware is brutal, but their subscription layer actually compounds if they can hold margins.

i'd want one more quarter before getting cute lol