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Casper Sleep

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 3, 2026 by Alex Rampell · said 15 times in 4 episodes since 2019 · across every show →

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brought up most by Alex Rampell (8), Max Levchin (2)

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2026 8 mentions in 2 episodes 4 per episode
2025 5 mentions in 1 episode
2019 2 mentions in 1 episode

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Everything said about Casper Sleep, oldest first

Sep 3, 2026 bearish
Insight
Rampell: Consumer business models degrade as CAC value flows to Google and Facebook
“I mean, Casper got to scale, but lots of CAC, and that's why a lot of these business models, they tend to degrade over time, because all the economic value goes to Google and Facebook.”
Alex Rampell Sep 3, 2026 ▶ 45:49 Why AI Agents Could Finally Reinvent the Credit Card
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