20VC: 7 Predictions for How AI Changes the World: Labour, Engineering, Social Media, GrokBots Buying Cybercabs and more with Matteo Franceschetti, Co-Founder @ Eight Sleep

Matteo Franceschetti (0:00)

Well, our engineers stopped coding around a year ago. A great brand with a shitty product goes nowhere. I'm extremely demanding, like I'm a weirdo, but business-wise, no mercy. Sometimes people say, oh, I'm at the final stage with Anthropic and 8 Sleep. And to me, that is a really bad red flag, but it means you're confused. There is no way that these two jobs are any way similar. Our revenue per employees is way higher than Apple. Kids that are being born now will never work, at least for money. I'm the type of guy that when I have a goal, then you don't stop me, like I become a beast.

Harry Stebbings (0:33)

This is 20VC with me, Harry Stebbings, and in the hot seat today, we have Matteo Franceschetti. What a fantastic surname. Now, he's done loads of shows, and the joys of doing a second show with someone is you get to ask questions that no one else can answer. They're really kind of risque ones, which push someone to a place where they might not feel that comfortable and definitely haven't gone before. That's what happened today. We go into places where Matteo has never answered questions. We have a totally off-the-cuff, very unfiltered discussion with probably one of the most impressive founders in hardware having scaled the business to multi-billion dollar valuations, single digit churn rates, incredible global businesses now open even in China. This is one of the most unfiltered versions of Matteo and 8 Sleep that you have seen yet. But before we dive into the show today, we used Alfsense on an investment that helped us close an 8 million dollar deal. 8 million dollars, baby, that's a lot of money. That's why I'm genuinely excited to have them as a partner on 20VC. Alfsense combines AI with one of the world's deepest libraries of market intelligence, including expert interviews, broker research, earnings calls, company filings and real time news. Every answer is grounded in this incredibly trusted evidence and fully traceable to the original source, which is so important. So you can make really high conviction decisions with confidence. But the best part, they're building super analyst and always on AI analyst. So instead of starting your day with another search, you'll start with work you already done, your coverage monitored, the important development surfaced and your investment brief already waiting for you. See for yourself, head to alphasense.com/20vc.

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Matteo Franceschetti (4:35)

You have now arrived at your destination.

Harry Stebbings (4:38)

Matteo, it is so good to have you in the hot seat, dude. You know, last time we did the show and you had like a hiring playbook. And I remember it went like insanely viral afterwards. And so many people talked to me about that ever since we did it. So I'm really excited for this as a second discussion. Thank you for doing it, dude.