Matteo Franceschetti
Co-Founder and CEO, Eight Sleep. On 3 shows, 5 appearances. The Shows tab opens the full record on each.
founderexecutiveinvestorathlete@m_franceschetti ↗LinkedIn ↗eightsleep.com ↗
Matteo Franceschetti is the co-founder and CEO of Eight Sleep, a sleep-fitness technology company known for biometric-tracking and temperature-regulating smart mattresses. He previously worked as a corporate lawyer and founded two clean-tech companies.
3shows
5appearances
192statements
13resolved
11supported
0contradicted
85%fully supported
4said about them ↓ Everything Matteo Franceschetti said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Franceschetti: AI bots replaced Eight Sleep's email team and generate $100M
“Within three days, she was able to build multiple bots that now run all our email marketing. And so now we have a team of zero and email marketing makes Close to a hundred million.”
Franceschetti: Eight Sleep engineers stopped writing code a year ago
“Well, our engineers stopped coding around a year ago, so since then they didn't code.”
Franceschetti predicts Eight Sleep will hit $1B revenue with 250 people in three years
“Two 50 people making a billion.”
Franceschetti: Children born today will never work due to AI
“Well, I don't think if a kid is born now, by the time they are 20 years old, they will ever work. By then, I think AI will be at a point where humans don't work.”
Franceschetti: Mattress Companies Marketing Proprietary Foam Materials Are Running A Scam
“But again, foam, when you hear all these companies talking about foam and their latest release, it is a scam. And you can just go anywhere and buy it on your own.”
Franceschetti: Meta-reported CAC is probably 20% lower than true CAC
“If you look at the CAC on Meta, It's probably 20% lower than what the true CAC is”
Franceschetti: Eight Sleep maintains low single-digit annual subscription churn
“Is in the single digit low single digit yearly churn. Even if you compare to other companies that in the wearable space that are going public, we are better than them.”
Franceschetti: AI spending as share of engineering budgets will fall net-net
“I think there will be two vectors in the opposite direction. The usage will increase. And so the five percent will become 50%, but the cost will go down. And so net net, I think it will go down.”
Franceschetti: Chinese automakers will become robotics companies
“I think all the Chinese manufacturers, they will become robotic companies.”
Franceschetti: Automakers skipping humanoids will lose car and robotics markets
“I think all these automakers should transform themselves and start building humanoids, because the humanoid will be what cars were in the sixties. If they don't do that, they will not lose only cars, they will lose also the humanoid market, which is trillions …”
Franceschetti: In five years bots will likely buy and run cybercabs
“Probably your bot buying a cyber cab that will start making money for you. So you will buy a cyber cab that makes money for you with a bot, and the bot runs the cyber cab.”
Franceschetti: Eight Sleep data detects diabetes risk and pursues sleep apnea certification
“We start seeing the likelihood you develop diabetes in our data, hypertension. We are becoming a medical device for sleep apnea.”
Franceschetti: Promoting senior leaders requires buy-in from their families
“And so here is not just you committing to this life. If I give you the job, I expect you or I would like you that everything equal, you stay with us for the next two, three, four years, right? Otherwise I'm not going to bet on you. So go and talk to your wife.…”
Franceschetti: Eight Sleep's revenue per employee is way higher than Apple's
“Our revenue per employees is way higher than Apple.”
Eight Sleep aims to detect cancer using its bed technology
“We want to detect cancer by using some of these technologies.”
Franceschetti: Beds will become life-saving preventative health platforms
“Your bed will become the most powerful preventative health platform in the future and will save your life.”
Franceschetti: Sleep tech will allow people to compress sleep to six hours
“Because I believe we will compress your sleep over time. So you might, Be able to sleep only six hours and get more rest than when you were sleeping eight hours.”
Franceschetti: Relying on 12-month subscription payback to cover hardware losses usually fails
“So a lot of companies, they will tell you, oh, okay, I don't know, my gross margin is 30% and then I spend 40% because then I have a subscription and in 12 months I get the payback. That most of the times doesn't work. And the reason is, substantially, you nee…”
Franceschetti: Eight Sleep raised prices in 2021 with minimal demand impact
“When we had to readjust our unit economics, we had to increase prices. We did it in 20, 21, and the impact was minimal.”
Franceschetti: Eight Sleep has no direct competition and high repeat purchases
“We have no competition and our customers, many of them, they buy literally every new generation that we sell. So repeated purchase for us is pretty high.”
Franceschetti: Sleep technology will become a trillion-dollar business
“And so I don't have to convince him that technology will, can enhance your sleep, and there will be a trillion dollar business in the space.”
Franceschetti: Sunday work for high-stakes Monday fundraising is non-negotiable
“If I have a major massive meeting that could drive a, Multi-million dollar fundraiser at seven a.m. On a Monday, I think is not debatable. I'm doing the best for the organization and for the job of hundreds of people.”
Franceschetti: US tech hiring competition and salaries have returned to 2021 levels
“We are back to twenty-twenty-one and that I think is becoming a problem in the U.S., meaning salaries are going out of control competition.”
The other half of the tape: Matteo Franceschetti's own voice is left out of every number here. Other people bring the name up 4 times in 4 episodes across the shows. every mention, with the transcript →
Who brings them up most Harry Stebbings 3Sahil Bloom 1
Every mention by year
tap a year for its mentions
20VC 3
the Startup Ideas Podcast 1
2021 4 mentions in 4 episodes 1 per episode
- The Unlimited Potential of Web3 with Alexis Ohanian | Where It Happens
- 20VC: The Opendoor Memo: Keith Rabois on The Origins of Opendoor from a Conversation with Peter Thiel, Why Cash is Not a Competitive Moat for Startups Today and What People Misunderstand About Black Swan Events in Real Estate and How it Impacts Opendoor
- 20VC: Marcelo Claure, CEO of Softbank Group International on Lessons From Investing $1BN Per Week with Masa Son, How Softbank Could Have Up To 8 Companies Go Public in LATAM Alone Next Year & How Softbank Analyse Both Deal Pricing and Competition Today
- 20VC: Ramp's Eric Glyman on Why You Should Never Take The Highest Price, Working With Venture Funds vs Crossover Funds and How To Determine What To Buy vs Build as a Founder Today?
- every mention in 2021, scene by scene →
One line per show, most statements first. The link opens Matteo's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| 20VCLEDGER | Co-Founder and CEO, Eight Sleep | 3 | 167 | 82% 9/11 | full record on 20VC → |
| STARTUP IDEASLEDGER | Co-Founder and CEO, Eight Sleep | 1 | 13 | 100% 1/1 | full record on the Startup Ideas Podcast → |
 TOP FOUNDERSLEDGER | Co-Founder and CEO, Eight Sleep | 1 | 12 | 100% 1/1 | full record on Top Founders → |