In five years, Casper will probably have dozens of retail stores and 10 different kinds of mattress at different price points — they already have more than a dozen stores and 3 models ranging from $600 to $1850 — just like the companies they are trying to replace. Their origin story won’t matter…VC-fueled marketing will paper over all of that and, tada, meet the new boss, same as the old boss.
Unrelated, I have a Tuft & Needle mattress and love it. It may not sponsor every podcast, but it also doesn’t sponsor every podcast. And that’s not an affiliate link, it’s just a link to a fantastic mattress.