Healthcare as a Portfolio of Bets

Andrew Dudum is the Founder and CEO of Hims, the company reshaping consumers relationship to healthcare. It has been a rocky ride over the last 6 months, the company is down 66%, their market cap today is $4.3BN on $2.3BN of revenue. They just bought their largest international competitor, Eucalyptus for $1.5BN.

AGENDA:

00:00 — Why Being Public Is Better Than Private

02:50 — My Advice to The Collisons on Taking Stripe Public

07:15 — How to Hire for the Most Gritty People: The Test

10:55 — How AI Will Reshape All of Customer Acquisition

15:30 — What Did Hims Do That Andrew Wishes They Had Not Done

20:15 — What is the Least Profitable but Most Important Hims Product

27:10 — The $1.5BN Acquisition: Why Hims Bought Their Biggest Global Competitor

33:45 — Why Brand Marketing Beats Performance Marketing

39:40 — The Future of Prevention: Why Your Next Blood Test Should Be Free

46:50 — Disrupting the PBMs: How We Are Breaking the Corrupt US Healthcare System