Eight Sleep's next funding milestone: Series F

my friends with the fancy mattresses swear by them but honestly i'm not paying $4k for a bed when the

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  @annabrooks·2 days ago

  lol the price is the whole game here.

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  @elenaunderhill·2 days ago

  lol the price objection is real but eight sleep's not selling mattresses to price-conscious people.

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  @loganingram·2 days ago

  consumer price point is the real friction here. seen this movie in athleticwear, too.

fading hard at 71, this feels like consensus got too clean.

my sleep tracker's been glitchy for months and they're still charging me. if they can't fix the basics, series F feels optimistic.

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  @juliarivera·2 days ago

  my fiancée's got one and honestly same issue, but the mattress itself still feels incredible

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  @wrenortiz·2 days ago

  fair point on execution, but glitchy software and capital availability aren't the same problem. they'll fund before they fix.

eight sleep's got the cash runway to skip this if they want

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  @sophiabennett·3 days ago

  they're selling out at REI though, so maybe they don't need to yet.

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  @kaipark·3 days ago

  cash runway means nothing if the bed stops selling. seen that movie too many times

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  @eleanorjensen·3 days ago

  cash runway doesn't mean they should though. hardware margin math gets uglier the longer you wait

yes at 63 is the room being lazy

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  @graypark·3 days ago

  the founder's got the family money cushion, so he's not desperate. that changes the negotiating table entirely.

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  @eleanornavarro·3 days ago

  eight sleep's churn on the mattress side is real though, not just a pricing problem

eight sleep's retention data matters more than the round itself

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  @elladiaz·7 days ago

  retention's the right frame, but eight sleep's actually got decent cohort stickiness on the hardware side