Eight Sleep launches Pod 5 with full microclimate temperature control and Andrew Huberman sleep partnership

program. One of the fastest growing vendors on ramp. Oh, really? At scale. No idea. And believe that. We're excited to have Matteo from Eight Sleep today. Massive day. Congratulations. Huge news. I gotta update my ad reads. I'm always talking about the Pod Four Ultra. It's the Pod Five today. Pod five. Congratulations.

And this is this is particularly huge for the podcasting industry because I've said this before, but you know, in the highstakes world of professional sports, sleep is extremely important. But arguably a higher stakes world exists. Technology podcasting.

You need to get your sleep if you're going to be podcasting 3 4 hours a day. And that's why we need sleep. You'd be proud. I I legitimately get angry at John when his when his sleep scores are down. It's it's it's terrible. It's tearing us apart. I take I take this game this podcasting game very seriously.

Very seriously. And I take John's sleep very seriously. And uh you should Jord's been smoking me. Uh but yeah, give us the update. Explain to us what how the launch is going. What's the overview? Break it down for us. Yeah, of course. I mean, first of all, at 8 sleep, we develop technology to improve your sleep.

That that's literally what we do. And the way we do it is by focusing on controlling and personalizing all the environmental factors. We started with temperature in the cover, which was a cover is a cover that you can install on top of your mattress.

It tracks everything about your sleep and health, and then it changes temperature to give you better sleep. And then we took temperature to the next level now with pod five. So you also get the blanket and you can sleep in this sort of microclimate. And guys I I know I'm biased because I'm the CEO of eight sleeper.

It's freaking cool. I have been using this product for nine months and I have given it to some friends or people inside the company and they all love it. Doesn't matter if you like it cold or warm. anecdote.

John's John's wife messaged John this morning when she saw the launch and she was like like just sending exclamation points like we have to get one. Yeah, she will love it. Do you know if she sleeps hot or cold? Extremely. She's cold. She wants it to be a blazing fire. An inferno. An inferno cocoon. Yeah.

So, so she will love it because now she will be surrounded by temperature. Cold temperature everywhere. It's like going in a freezer and closing the freezer and you just leave that there. And I like my side freezing cold. I'm I'm minus 10 and she's plus 10 every night.

But she says you can tell him I love him for inventing this. Uh it's really like the greatest upgrade of the entire year to our house. It's fantastic. That's awesome. And so temperature is one. Yeah. Right. And we tackled that biggest factor impacting your sleep outside sleep medical disorder.

So there was plenty of evidence. We didn't reinvent the wheel. We were just the first ones to really commercialize a consumer product that would do something that it was already proven to work. And then we got into elevation and so we introduced the base.

The base goes underneath your mattress and it raises your head if you're snoring and so you will see a drop in your snoring by up to 45%. Wow. If you have problems of circulation with your legs, we raise your legs. Okay. And the most important thing that very few people know, I don't sleep flat anymore.

Meaning sleeping flat is from the 80s. You need to you you need to sleep in a position where you raise a little bit the head, a little bit your uh your your feet and it takes away any sort of pressure on your back. Yep. Is snoring actually bad for you or is it just annoying to whoever's sleeping next to you?

Sorry, say that again. Is is snoring actually something you should be worried about or something you should be trying to mitigate from like a health perspective or like a personal sleep quality perspective or is it just annoying to whoever's sleeping in the bed next to you? No, it's it's negative for you.

It negatively impacts your sleep architecture and it can limit the amount of oxygen that gets to the brain. Because if you think the real true problem of sleep apnea, which is a form of extreme snoring, if if you will, is that when you have these episodes of snoring or sleep apnnea, less oxygen gets to the brain.

And so if your sleep apnea is very strong, the reason why you feel very tired in the morning is because you kept lacking oxygen in your brain during the whole night and your brain cannot rest. Mhm.

And so mitigating snoring is very important for your own health and is important for your partner so you don't bother them with with your noise. Yeah. Now the latest base also comes with a speaker now. Mhm. And the speaker plays soundscapes that you can play to fall asleep to stay asleep.

And then we have this partnership with Yubberman where we are introducing an SDR. So non sleep deep rest is a sort of meditation and breathing. You can play that with the with the voice of Andrew and then you just fall asleep and you sleep like a baby.

SDR I think sales development repres representative for Andrew Huber is just there pitching you on sleep. Like you know I've talked to a lot of people that are considering sleep and I think it'd be really great for you tonight. Yeah. I I think there's an opportunity to do an ad supported eight speaker.

We'll record ads and you can fall asleep to the sound of us just ads constantly. And even at at 1:00 a. m. Hey. Hey. Have you heard about ramp? Have you heard about ramp? Exactly. I I I I can start playing ads for ramp. No, I'm joking.

Uh well, if they already have an eight sleep, we don't need to do an eight sleep ad again. Yeah. Maybe an Easter egg. Yeah. Yeah. Yeah. When when you wake up certain days, there is a ramp ad. By the way, my Tesla sometimes I start No, I go in the Tesla. I use the radio very few times, but then there are ads on my Tesla.

Oh, yeah. When I want to use the radio. So, wow. Everything's ad supported now. You got to upgrade to the ad free version of your car. It's a dark we've entered in that's a very black mirror, but the future it's going to be cheaper because it's going to be ad supported.

Uh what what uh what else have you looked at in the sleep world? I know that you've launched uh some adjacent products. I'm thinking like, you know, you're in blankets. Are we going to see pillows? Are we seeing, you know, supplements and other uh clothing and pajamas and all sorts of different things?

Like how do you view the sleep market? And what have you gone after first and what do you see on the horizon? Or even I uh like blackout curtains, right? You try to black out try to black out your room is is uh you know there's yeah solutions. Yeah. What do you like?

What do you uh what have you already done and what's on the road map? Yeah. So if we go back, you know, to the beginning, right? We use AI and technology to improve your sleep. So, anything that can improve your sleep is something we are going to do sooner or later. Where there is technology is the top priority.

There could be other products that maybe they don't have embedded technology but that we develop based on our data because we are becoming one of the largest sleep labs in the world.

So, supplements we launch a first line of supplements that we develop with Peteratia and the reason is we have all these data we know what works, what doesn't work. Sometimes you you read people saying, "Oh, should I take melatonin? Should I take magnesium? " We have run clinical studies.

But from a technological standpoint, I would say the two coolest buckets to me are one is environmental control and the second is body scanning. And I'll tell you about both. So environmental control is okay temperature with the blanket and the cover, elevation and sound.

Then you should imagine that yes there will be more uh thermorreulated products because temperature is uh is is the killer feature but we I want to control air, oxygen, light, noise, sound, sense, everything.

So everything that we can optimize because the key difference between us and the wearables is wearables do a decent job at tracking stuff but they don't do anything for you. Our job at eight sleep is don't wear anything and we are going to do the work for you. Yeah. And so this is the environment.

Then doesn't matter how long you sleep, it's still a lot of time. And so the goal here is to work on body scanning technologies where we can scan your body every single night to detect if you are developing certain health conditions before you even know. Crazy. And that is part of our R&D.

Uh have you been able to look across the anonymized sleep data and noticed any interesting trends? I'm thinking right before uh tax day or how do people sleep before Christmas or is everyone excited? Uh anything that you can tell us about uh how the global sleep community trends one night or another?

Do people sleep better during winter when it's cold or summer? I don't don't even know. Have you learned any aggregated data? Anonymous of course. Yeah. Yeah, we have a look at some of stuff again as you said aggregated anonymize.

So obviously we we don't know anything about an individual but like for example I think the city where the the town where they sleep the best is in northern Australia. Uh we have seen people sleeping more after COVID meaning after COVID the trend generally changed. Women tend to sleep longer than men.

Uh during the election day people went to sleep like a couple of hours later. Oh wow. And then we can start tie it or connect it to certain specific events, right? Even sport like Super Bowl, all that kind of thing, which is pretty cool.

Or you see it if there are bad days in New York and is there no day in New York, all that kind of thing. Um, and it's pretty interesting to see these patterns this in terms of I would say consumer behavior.

Then with AI, our models are reaching a point where are smarter than us and they start connecting the dots of things that we don't even medically know. Meaning let's say that you join it sleep and and let's say you you you share that you have certain health conditions.

Our model start understanding that uh there could be based on these parameters you might have a certain likelihood to develop a certain health condition. It can go could be completely disconnected from sleep. It could be diabetes. It could be Parkinson. Uh it could be a a neurological disease.

But by correlating all these aggregated amount of data, hundreds of millions of nights of sleep, we can predict the future of health. Uh I got to ask, how did the Charleslair partnership come together?

Was that a was that a two plus year kind of you know let me start with a cool story and then I'll I'll tell you but so the day we sign so I go to Monaco for the day we sign and I'm at the hotel and we need to go to this place where we sign and then we do the first photo shoot and so Charles comes to pick me up and he comes in the Ferrari because he drives the Ferrari and so I said man you're the you're the best Uber driver I ever had by far.

Yeah. Being driven around Monaco by Charles is is a good good fantastic everybody should do it once in their life, you know. Oh yeah. Um the interesting thing is Charles bought the pod uh two years before the partnership. We didn't even know. That's always the best. And yeah, it's always the best.

And so when we got connected two years later, he already knew about us. He he loves the product. And when I pitch him our health vision, health is very important for him. And he's like an AI geek. You would never expect that, but he reads everything about AI.

So when we meet, we never talk about Formula One because I don't want to bother him talking about work and we just talk about AI and health. Very cool. And so when we met, we had dinner.

It was actually before the the F1 GP in Miami last year and it was a Thursday night and before the end of the of the of the dinner we said look we we want to work together. We'll figure it out.

Uh I'll I'll do some steps to I mean I'm I'm sure you you have a decent cost and you will make some steps uh towards me because I'm a startup and I don't have money. Um and within a month the deal was done. Wow. Quick. That's awesome. That's amazing. Well, yeah.

I uh I I get uh you know, I'm not excited if I have a bad night's sleep and I got to go podcast for, you know, four hours, but uh I can't imagine getting a bad night's sleep and then needing to go uh race track at, you know, hundreds of kilometers an hour. So, brutal. Makes sense.

Well, congratulations to to you and the team. It's uh an amazing uh milestone and uh we are, you know, Yeah. stoked to be partners. Proud to be partners. Yeah, of course. You guys are doing a great job, so I'm a big supporter and uh thank you for everything. Thank you so much. You're the man. We'll talk to you soon.

Thanks for coming on. Talk soon. Bye. Cheers. Bye. Fantastic. We love a big product launch on TVPN. Fantastic. So good. Uh we also love adquake. com. Out ofome advertising made easy and measurable. Say goodbye to the headaches of out ofome advertising. Say see you later. See you later to those headaches.

Only AdQuick combines technology, out of home expertise, and data to enable efficient, seamless ad buying across the globe. Simply too good. Um, and we have we're going into the Andre Horowitz LP meeting. We sent one of our producers out there set a uh a Zoom room. Hopefully, it looks really nice.

And we have an absolutely stacked lineup of Andre and Horowit's general partners and some operating partners.

And we should be able to take you on a whirlwind tour of what's going on in Andre World, what they're investing in, uh what trends they're looking at, and what deals they've done because uh we really have a full full list here finishing out with Mark Andre. Um but this should be a lot of fun.

Um Eric will be kicking it off. He's been on the show twice. Uh we we we broke the news here. Not really. He came on the show shortly after announcing that he was joining Andre Horowitz.

Um and uh he's been a close friend of us of ours for years and it's always fun to talk to him about media and venture and tech and all of those things. So he'll be kicking us kicking it off with us, breaking down how the transition's been, what it's like working at Andre and how he's settling in.

Has he ripped any huge checks? We're going to get to the bottom of it. Um, so we will bring um him in in just a minute. And in the meantime, why don't I tell you about bezel? Go to getbzzel. com. Your bezel concierge is available to source any watch on the planet. Seriously, any watch.

Mark Andre's known for wearing what? What does What did he wear on Rogan? He wore a uh which one was it? Omega. An Omega. The watch of James Bond, the Speed Master. the recently voted by Nico Leonard as the most iconic watch in history.

Um he had a whole debate with all of his team, the great YouTuber about watches if you're interested in following him. And uh uh so maybe we'll see what what Mark's wearing. Maybe we'll see what Eric's wearing. I don't know if we'll get into watches.

Uh we always uh we always try and spice it up, but some people some people want to stay on message surprisingly. They want to they want to focus on business, but you know, we try and throw them off. Try to throw TJ off with some car talk. He wasn't really having it, but we'll get to him one of these days.

We'll bring him back for a car segment eventually. Um, anyway, let's see if Eric is ready. We do. We have a red, green, blue, yellow card. Let's see. Yellow. We're We're almost ready. Um, so let me tell you about Wander. Find your happy place. Find your happy place.

Book a Wander with inspiring views, hotel grade amenities, dreamy beds, top tier cleaning, and 247 concier service. It's a vacation home, but better, folks. The other thing that we could talk about is uh four years ago, The Verge wrote of Elon Musk's Tesla bot announcement. Don't overthink it. It's a joke.

It's a distraction and an empty promise. This was the event where Elon hired a dancer to come out dressed as a robot and is dancing around and it looked very silly. And Elon is saying LOL because now um of course the Tesla robot is dancing and it's clearly very real. But somebody was saying it dances like Brian Johnson.

Really? Brian Johnson's got that he's got that very specific style. The the interesting thing is that um you have to know know that like Elon likes humor. He likes telling jokes and and he also knew what was capable. He could have just white label.

He could have bought all of Boston Dynamics and had a dancing robot on stage, but he chose to put a human in a suit probably to troll people, I imagine. Like that had to have been he had to have known what would happen that people would see that and be like, that's obviously a human in a suit that looks goofy.

And so, you know, we know that you didn't do a real robot, Elon. This is a joke. So he almost I think I I feel like he was baiting the media a couple years ago because what he was proposing like a humanoid robot was not impossible by the laws of physics.

Elon of course lives by the laws of physics and he gets to take his victory lap today of course. Um anyway uh what else is interesting going on? Oh HBO has rebranded again. Max is now HBO Max. Um and Derek Thomas this is so that was absolutely brutal. I mean it was crazy. It was crazy that they went from HBO Max to Max.

They rebranded three times as Max. They have three different logos and now they're bringing back HBO Max. They're maxing. They're HBO Maxing. Somebody said back then, and I I think this was on point, was that uh D HBO is such a good brand. Yeah. To drop it is crazy. It was always It was always a crazy crazy move.

But why why even call it HBO Max? Why not just call it HBO? Yeah, they should just call it HBO. the max. Well, that's what ESPN did recently. Uh it was in the it was in the business section today. Uh ESPN prices its new service at $29. 99 a month and it's called ESPN. What a concept.

You know, the internet is as important as the linear TV over the over the air TV. And so make your OTT uh option just the same name. It's it's genius. It's so basic. Uh Derek Thompson was saying, "If Max is paying a marketing company a million dollar annual retainer for naming strategy, this is pathetic.

But if Max figured out that it can add and remove HBO from its streaming title every two years to create a bunch of free outrage publicity, I sort of