10 Comments
Aug 14Liked by Packy McCormick

great read. The steve job playbook of build the greatest consumer product and then you have the pricing power is such an underrated/underused strategy.

glad to see Eight sleep do this

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I have an old Ooler Chilipad I bought refurbished from them and it definitely helps. Wish I could afford one of these cause I struggle with sleep constantly and the negative effects it has are huge. And 8 Sleep has always sounded pretty damn advanced. I’ve tried a ton of different things, even seen a specialist, but still on the struggle bus.

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Amazing deep dive, thank you. I’ve first heard about it in the Tim Ferris podcast, and then here. I wonder about that marketing tactic, what’s the story behind it?

And I wonder about the international expansion plans, when will I be able to buy it in Israel? 🙃

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Aug 15Liked by Packy McCormick

Eight sleep is an interesting wearable company in that they have a captive audience (you’re going to sleep, and therefore active users stay high). Whoop was clever in finding a way to do this with their wearable as well by having a charging pop so users never actually remove the watch (I’ve previously spoken with reps from Oura, and a concern they have is that when you remove the ring to charge it or when it dies you may never put it back on). However, all of these companies (eight sleep included) have a flaw in that they are using measurements of resting physiology to extrapolate to day time recovery, readiness, and performance. This article (link below) does a good job explaining the issues associated with that and how many modern wearables are based on false assumptions of human physiology: https://evanpeikon.medium.com/why-whoop-falls-short-lessons-from-early-physiologists-on-true-performance-readiness-8329553f7177

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Aug 15Liked by Packy McCormick

A more fitting comparison than Tesla might be Whoop. They also began by focusing on a niche market performance-driven individuals willing to pay a premium for high-end wearables

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Love this article and even forgiving the puns "dream company" etc...

“The more ambitious your mission, the stronger the business you need to build to fund it.”

Monitoring health through sleep just makes so much sense.

Looking forward to ordering an eightsleep soon!

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$40M on a $100M post is wild. But if it gets the business to a stable position and out of the trough of death, worth it.

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REAL.. Waking Up in the Future

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I've never owned an Apple Watch because I've seen the limitation in only collecting the data, no insights generated. This article opens a whole new perspective on Healthcare technology. A very flexible device! Just like Steve Jobs once said about controlling the company's destiny via building its own hardware.

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Can't really gift them, considering the subscription.

It's interesting that they haven't talked about humidity controls or partners.

It seems weird that lower oxygen would be better for sleep

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