Casper
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 26, 2020 by Benedict Evans · across every show →
Everything said about Casper, oldest first
Oct 26, 2020 bearish
Evans: Casper loses money due to mattress economics, not software
“The kind of ultimate example of this would be like Casper, like why does Casper make no money? Well, there's a conversation there, but the whole conversation is about the mattress business. It's not a conversation and logistics. It's not a software conversatio…”