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5min chapter
Consumer Investing in 2022 (with Brian O'Malley of Forerunner Ventures)
ACQ2 by Acquired
Mattresses - Is There a Better Way to Build a Consumer Products Conversation?
If you have a personal connection with an individual, it's more likely to convert on a percentage basis. Eight sleep comes on the scene and we seem to have a completely new wave of direct consumer mattresses. There was no inherent moat and the brand component wasn't strong enough for one product versus another. The category are commoditized and those companies that were trying to continue to hit venture returns or even harder public market returns Ultimately fell under the weight of what those expectations were.
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