Silicon Valley Bets $100M on AI-Powered Mattress with Subscription Model—Sleep Tech Just Got Smarter
Silicon Valley just poured nine figures into the future of shut-eye—and it’s not a dream.
AI-Powered Mattress Scores Mega-Funding
A mattress that learns your sleep patterns, adjusts in real-time, and comes with a subscription? That’s the pitch that just landed $100 million from top VCs. No fluff—just cold, hard data and a promise to optimize your REM cycles.
Subscription Sleep: The New Recurring Revenue Dream
Forget one-time sales. This model locks users into monthly payments for firmware upgrades, sleep analytics, and even dynamic temperature control. Because nothing says 'disrupt' like turning rest into a SaaS product.
Why VCs Are Lying Down on the Job
It’s not about comfort—it’s about scaling sleep. With AI-driven personalization and sticky subscription margins, investors see a path to monopolizing the third of our lives we spend unconscious. Even your dreams aren’t safe from monetization.
One insider shrugged: 'If we can algorithmically optimize crypto trades, why not sleep?' Just don’t ask about the unit economics on nap credits.
“This new funding enables us to accelerate the deployment of AI for sleep optimization, expand into medical applications like menopausal sleep and sleep apnea, and bring our technology to millions of people around the world,” CEO Matteo Franceschetti said in the announcement. The former lawyer, turned sleep obsessive, founded the company in 2014 after struggling with his own sleep issues.
But not all the feedback has been positive. On social media, users have shared stories about glitches that cause the system to stop working entirely, leaving them with an expensive, non-functional bed. Others have reported issues with water leaks and connectivity problems.
Woke up because my AI controlled bed is too cold. Went to adjust temperature and I can’t because the Eight Sleep app is currently broken. Can’t adjust by hand because I have a Pod3, not the upgraded Pod4 with physical controls.
Now I am stuck in a cold bed. This feels dystopian.
— Theo - t3.gg (@theo) June 16, 2025
The system's AI has been called a "black box" by some users, who complain it does not provide transparent data.
Eight Sleep's new funding will support the development of what it calls a "Sleep Agent," an AI that will run thousands of nightly simulations to further refine a user's rest. The company is also seeking FDA approval for medical applications of its technology, including treating menopausal hot flashes and sleep apnea..
The company says its AI models have processed over 1 billion hours of sleep data. With $100 million in fresh capital, the bet for Eight Sleep remains that its blend of hardware and software will continue to find a decent resting place, no matter the price.
