YouSaid · the spoken record

Andrew Dudum

lines on the record: 64
first: 2026-04-04
most recent: 2026-04-04
sittings or episodes: 1
sources: podcast

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“Know there's something I watched once where they asked a whole bunch of little kids what their absolute perfect afternoon was. And these are like two, three, four, five-year-olds. And the perfect afternoon was all these kids answered the same way, just playing with their mom and dad, just like sitting with blocks and playing with their mom and dad or drawing with their mom and dad or something with their mom and dad. And I don't think, you know, when you're exhausted and you're a parent and you're trying to do everything and pulled so many different ways, you realize that actually all the kids want to do is just have you present and truly present. And so my greatest advice, I think, would be to try really, really hard to just play with them, like actually play, like get down on your knees, on your butt, in whatever they're doing and just ask what they're doing and ask if you can do it with them because they light up because in parenting like it's hard to actually make time.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Would tell myself to trust my instincts as we continue to build and get bigger and bigger, continue to trust my instincts, and also remember that it's going to be a long journey and the ups and downs are going to come and go, but that the persistence is going to be most important.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Disagree at scale, I think, with scale, with assortment, with brand value, new channels become unlocked, new efficiency grows, leverage accelerates with assortment. It often only goes one way, but I don't think always.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Retention going down There are always ways to optimize efficiency on acquisition. There are always new channels, new brand campaigns, new growth avenues. But if you don't have a sticky customer and for some reason they're becoming less sticky, your product market fit, your patient happiness, your customer happiness is going in the wrong direction.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“I think customer care provider quality, all patient interactions. I think we were a year too slow on totally changing the model of how patients interact with the platform.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Oh, yeah, it's so difficult. I mean, we've got three little boys, and we try to, you know, feed them well. And so we'll buy like a carton of organic blueberries, right? And that carton is expensive, organic blueberries in San Francisco. It might be like seven bucks. And I'll open it and I'll put it in front of the boys for breakfast. Right. And so the idea that healthy food costs us much and is consumed that easily is a real challenge right now. And so anything people can be doing to eat locally, to have local farms, to make sustainability in their communities easier and better, I think is all positive.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“There is a wonderful idea for people because undoubtedly that's a massive part of the obesity epidemic in the country and also probably the mental health epidemic and many, many other things.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, it's really challenging. I think the current administration is doing an amazing job on that issue. I really do, right? Like the push to eat real food, the push to normalize the fact that all of the ingredients on these labels is garbage, it's chemicals, the push to educate people to actually see what is good for you and look at those labels and require food companies to disclose it and to force changes on high processed foods or corn syrup use. It's poison. You know, my wife is my wife is French and so when we're visiting her family overseas, I look at the labels. It's crazy. I mean, you know, when you look at a French fried bag in a French grocery store, it's potatoes and it's olive oil. And that's it. You know, you go to Safeway here in the US and you look at it and it's 40 different things. So I think there's a huge problem with the food industry. I think the government applying pressure and regulation.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“I don't think it's relevant actually. When you look at the patients coming to him and hers today, the patient's starting their healthcare journey, the majority of them do not have legacy data and systems within all DMR platforms, right? They moved to a new city, they moved to New York and they're 22 and they're like, I don't have a doctor, yet I'm feeling a little sad. What do I do? And their first time entry into the healthcare system is Hymns and Hers. And so the wave of healthcare for the future for the next 20 years, for the 50 years after that, is going to be a patient population that's starting today. And that's why I think, you know, you have to build a relationship early. You have to have an assortment of care that starts young for people so that you can give them an example of what grade looks like and then build with them over many, many years.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“It's on demand from your mobile device, price transparency, customer choice. Yet the one thing that is the most important part of our life doesn't have any of those elements. And it's the biggest industry in the US. It's where we spend the most money to. And so I think that's entirely going to change. And so I don't think Hims is a D2C company. I think Hims is disrupting how healthcare is delivered in a consumer-focused fashion. And I think we're in the midst of that change. I think people are just coming around to it and you're starting to see it with the GLP1s as a prime example. But I think in the next five years, it's going to accelerate dramatically.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Think we're in the middle right now of breaking how healthcare is distributed entirely. So instead of going through the PBMs and then through insurance and then through reimbursements, all of that complexity that nobody understands in the US, I don't think any of it makes sense. All of it, or as much of it as possible, will go through consumer channels like Himpton Hers, where you can pick up your phone, have on-demand access, have total price transparency, have complete choice of which doctor, which specialists, which treatment, complete information access, and then control. The system the US is entirely paternalistic, right? You get treated with whatever they want to give you, and the incentives and reimbursements and costs are so convoluted that it's wildly overwhelming. And so when I think of every other industry we love, food delivery, financial services, banking, retail, everything is simple.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“I don't know if I, you know, I won't talk specifically about any other brand because I'm not sure their strategy, but I would say in order to actually disrupt the system, you have to break part of the system. And I think our strategy is doing that.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“I think when it comes to hymns as a disruptor, we are actually disrupting. I think we are pushing buttons that structurally change how people get access to care in this country. If you look in the last 18 months, like we were talking about, the most important medicines of the century got cut by 80%. Not only did they get cut in cost, but now they're available through consumer channels at prices everyone can afford. I think we played a part of that. intentionally, right? We applied massive pressure, regulatory pressure, consumer pressure. We leveraged hundreds of thousands of patients to raise their voices to say, hey, these medicines could save our lives. Like, let's actually get them to us in ways we can afford. And coverage is now expanding dramatically and the prices are tanking. And so I think our willingness to be at the forefront of disruption and push on behalf of consumers, I think causes friction.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“I think a lot of people are still trying to understand why we are fighting so hard, right? People see us in the headlines all the time. Recently seeing us in the headlines for GLP1s and with drug company conversations.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Right now, it's the lab testing offering. Right now, it's lab testing because we offer it essentially at cost. We have in verticalized any of this infrastructure. So it costs us pretty much just as much money as we sell it for. And again, it's because I believe the loss leader value to the patient is incredibly important. And that margin will continue to be terrible because what we're going to do is continue to reduce the cost as we verticalize it and then actually reduce the cost to the consumer. So that will always be, I think, a platform benefit from my standpoint where we try to make nothing on, but give patients information and access and that ultimately can be really transformative for them.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Well, for us, it's not necessarily about medication, right? Like you will always need somebody to help quarterback your wealth and your health, right? Like as you grow, as you age, you're always going to want to have somebody who's an expert partner that's available to you 24-7 that you trust that can help you navigate how you feel in life. And this changes, right? Like at different milestones, like you might not be there yet, but in the 10 years from now, though, things will be popping up all the time that trusted partner becomes so valuable. But I don't think that changes. And so that relationship that can last decades with him's and hers is what matters, right? Like me just getting you.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“One of the things I learned earliest in my career is if you can't hire people that are smarter than you, you will fail. You know, I think what you gain confidence in with brand marketing over time is that consistency is required. Yeah, the whole thing is totally fucked, right? If you look at the existing system in the US, almost nothing has to do with patient outcomes or patient happiness, right? So many people make money. Everybody makes money, but none of them make money in any way that's actually reflective of success of the customer or patient. And I think that's where our model is most powerful. Like we only make money at hymns and hers if you are happier and healthier, period. Because you pay us. You pay us to be healthier. If you don't feel healthier, if you don't feel happier, you stop paying us. And so our incentive is only aligned with you. And we then fight behind the scenes, the drug companies, we fight the diagnostic companies, we fight everybody, and we work with them, but we apply pressure them to get the best stuff at the best.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“At 55 both of heart attacks, and like to me, that moment was why all of this matters, because he went to his doctor, he went to a cardiologist because he was trying to do well. They gave him a set of panel and blood tests, and his numbers were a little bit off, so he started to go for runs. Great first step. What they didn't test was a genetic predisposition marker that we now know is so much more important. And if you have that high genetic predisposition number, your cholesterol numbers need to be like amazing, not good. They have to be incredible or you're going to have a heart attack. Like there are so many therapies he should be starting now because he now has access to that number. That's the kind of stuff I want to give away for free. Like that level of information helps people actually like get preventative, not reactive and put it on a care spectrum where if somebody wants to be aggressive, they can. If somebody wants to be conservative, they can. But I want to give people information and then I want to give them choice and assortment and a doctor to help navigate that for a”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“That's so right. Yeah, and I think for us, I think that entry point and that data collection, it serves two purposes. One, most people just don't even have access to this stuff. So they don't even know if they're doing well. I'll give you an example. One of my best friends, mid-30s, he's trying to live healthy. He was telling me the other day how he's running a lot. He looked at his cholesterol numbers and they were like kind of out of whack. So he's like now starting to eat more salmon and going for a run. I'm like, oh, that's great. Awesome. And then I told him, hey, have you done testing for this specific genetic risk factor for heart disease? It's called lipoprotein little A. He's like, no, I've never done that test. So he ran and did that test and he came back and he's like, my number is like 450. I was like, well, that's a problem because that number should be like under 70. And if it's 450, it means there's a pretty good chance you're going to have a heart attack at like 50 or 60. And he looked at me. I'm like, do you have, has anyone ever had a heart attack in your family? He's like, well, my dad died when he was 60 and my dad and my grandfather died.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“300 or 500 bucks for that panel. And my goal, my vision is very quickly. I want to give that away as a part of the Hymns and Hers membership for free. Because if you can get a sense of those metrics, and I'm not talking about just like baseline metrics, like, you know, your cholesterol and things. I'm actually talking about things that are even more sophisticated, like genetic predisposition risks, which very few people get access to or cancer risks or polygenic risk stores if you have a really accelerated risk of colon cancer. There's things you should be doing that are different. To me, that is the vision. A preventative front door that is near cost or free, and that requires us to spend hundreds of millions of dollars, which we're doing right now to totally verticalize this stuff and actually own the devices, the lab processing, and that fulfillment, but then a platform that says, here's everything we know, here's what we can help you with. Give guidance. And again, make that next step really.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“It requires two tangible things. So last year we acquired your biohealth, which is one of the few at-home blood collection devices. I have it right here on my desk. And this device costs just a couple bucks to manufacture, and you can click it on your arm, and it's got 30 micro needles inside of it. Each of the micro needle is smaller than an eyelash. So if you feel nothing, you click a button, you feel nothing, and then a small tube of blood gets extracted from your arm in about a minute or two. You can then peel that off and you can mail it to New Jersey, which is where we have a lab processing facility and we'll have a couple others in the next year and two, and run a full panel, you know, 50 biomarkers, and it will cost us like almost nothing. Now today, if you go to Quest or Lab Corp and try to get that panel, cash pay maybe costs you a thousand bucks or $2,000. Go online and go to different competitors, maybe it costs like.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Are doing great. You're doing great. And I think that's actually the point of like, to me, that's such a key part of the hymns and hers brand is like everybody feels that way. Everyone feels so far away from optimal. And it's really fucking hard to take the first step to have that confidence to like make a change. And so most people that come to Hymns and Hers are first time customers because I think we as a brand try really hard to empower you and say, hey, that first step is going to be easy.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Of the curve, what are the ten things you should be doing? What are the tests you should be doing specifically for you? What are the treatments, whether they're holistic supplements or maybe sauna that you should be doing? And what's that exact regimen and get ahead of it? And there you go. You're going to be gold standard, right?”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“That's right I think Hims and Hers will increasingly have a stronger perspective of what great healthcare looks like. And I think as we grow, we are building an understanding of patients at a scale that I don't think most have, right? When you think about the fact that we're treating 10,000, 20,000 patients a day, like the largest health systems in the world are not treating 10,000 to 15,000 patients per day. There's an immense amount of knowledge that's being built around different types of patients, their demographics, their risk factors, their biomarkers, what medicines and treatments work, why, what side effects they have, how much they feel better, combination therapies that are beneficial. There's just an immense amount of knowledge base growing where I think we're going to be able to start having stronger perspectives of what excellence looks like in healthcare. What do we believe the gold standard in preventative care is? Like if you, Harry, want to be the absolute healthiest 29-year-old, right? And be a”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Young were changing. So, like, here's our vision, and here's what we stand for. Then three months later, like, it's changed up a little bit. I want to say something different because I already said that thing in that last podcast. Let me say something new in this new one. And in fact, what makes create brands great is the fact that everybody knows why they exist, why they fight, who their customer is, what the value is they deliver. And it's because they say the same damn thing in 20 different ways every single week. And so I think that's one of the key parts about brand marketing or comms in general is consistency, making sure that that message and that narrative is not changing, out of which requires an immense amount of discipline. And in many ways, it's like a lot less fun. It's much more of an engine, but over many, many years, I do think it builds.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Random, if that makes sense. Like you have to be appearing in different places for people in a randomized way, but with consistency. Because it's the multiple hits. Like you have to be hit 10 different times in 10 different ways for all of a sudden that to say, hey, there's like a cultural zeitgeist association with hymns right now that I need to pay attention to. Like, what are they doing that is showing up in so many ways in my life where your brand trust elevates your cultural relevancy elevates? So it isn't a one-off thing. And I think in the early years, you hope it is. You try to track it, but it does require a level of dollars. It requires a level of consistency and actually Kathy, our chief comms officer, told me this when we were interviewing, which I completely believe. She's like, the thing early companies struggle with when it comes to communications and their brand is they get bored of saying the same thing. And then they move on to the next thing, right? Like early companies were excited.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“You know, I think what you gain confidence in with brand marketing over time is that consistency is required. So I think in the early years with brand marketing as companies are growing, they throw some dollars. You know, let's do an out-of-home campaign in New York because it's like really cool. It's like takeover subways, right? Which we did a ton of. And they do it once. And this team is so fucking excited because it's so cool and you can see it and you take pictures of it. But you do it once. And then like months go by and it gets taken off. And then that's it because you did it and it was fun and cool. And you look at the numbers and like, yeah, maybe there was like a little spike in New York City maybe on this day. Like you can't really tell, probably not, but you hopeful. And then the next year, like, okay, what are we going to do this year? Right. Like, that's just like, it's a guaranteed way to just lose money. It's a great way to feel good. And it's super fun. It's like so much fun. And we've done a ton of it and it's really fun. Like, that's not a business strategy. I think in order to have brand marketing work, I think it has to be consistent. It has to be consistent.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“I think it was a belief that just assortment won. And I think there's a more nuanced perspective that the right assortment wins. And so we're really careful about categories we enter, products we launch to make sure that the products and offerings that are actually differentiated for people that are hard for other people to receive and get access to. And maybe that means it's pharmaceutical grade. It's manufactured in a way that is very, very challenging to get quality. Or there's a level of personalization that is required in this care of treatment that makes it unique to you. But when I think about some of the early D2C brands that launched, you know, they were selling commodity products and those products capped out at a billion in revenue or a couple hundred million in Facebook spend and the curves were like this. And that's my nightmare. In the early years, made a lot of those mistakes and try to make sure we don't do that again.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“In the early years, and I think we still try to moderate this with our business, like we could launch so many things within like a month. You could launch a skincare routine, you could launch a makeup brand, you could launch sleep vitamins, you could launch like a wearable device. I mean, there's just like anything people are doing in health and wellness could live in the Hims and Hers brand, which is pretty powerful and also extremely risky, right? Because if you do too much and you move into the wrong areas, you waste a ton of resource. So in the early years, I thought just having everything on the platform was how you win. And so we invested in skincare regimens and we invested in vitamin supplements and we invested in so many things that in retrospect were fairly commodity products. And for pretty much the same price or even less, you could walk across the street to Walgreens and get something that was pretty much the same thing. And I think that was a massive mistake.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Definitely. There is a very fine line of driving so fast that you're losing control. There's no question about that. What I've found, at least in running this business, is if you don't feel like you are getting close to that line, you're probably not pushing hard enough. And so I do think that uncomfortable gut feeling where you're constantly questioning, constantly evaluating, constantly tweaking the strategy or the tactics, that feeling is what success feels like. And so I've kind of taught my team that we're going to get really comfortable with that feeling. We're going to get really comfortable.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Enabled us in the last four or five years to buy that business with pretty moderate dilution, right? Because you can actually just fund the purchase of it off the balance sheet over the next couple of years, which is incredible. And so we have committed a huge amount of dollars in focus internationally because I just think the opportunity for the brand is pretty consistent, whether there's a national system in the UK or not.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“You know what? It comes to be because you get to know the people really well. I've known Tim probably four or five years. I think he was the best operator overseas. No question. I mean, his understanding of the customer, his ability to build a team that just moves fast, experiments, is willing to take risks and fail. I mean, when I first met Tim, he was live in like six or seven markets and it was all failing. And he was telling me how chaotic it was. And I was like, I don't know, man, this sounds crazy. You're in like Indonesia, you're in Japan, you're in all these different places. Like, is it going to work? He's like, I'm not sure, but we're going to try it. And then a year later, he's like, okay, it didn't work. We're like toning it back. We're going to focus here. His humility and his willingness to experiment and test and learn is incredible. And because of that, they've just moved so much faster than everybody else. I mean, they're the dominant player in Australia, dominant player in the UK, dominant player in Germany, quickly growing in Japan. I mean, it's just a phenomenal business. The power of what we built in the US from a cash flow standpoint has”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“This point, probably not, because I'm not sure we're live in every market with the penetration we want where that global footprint matters. I think eventually it would. I think eventually in the coming years, World Cup and global sponsorship opportunities actually do matter because, you know, this year was a huge level of commitment to win internationally. I mean, we did not dip our toe. I mean, we acquired three or four companies.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“I would definitely sponsor Ferrari F1 because I've told my wife that if I were to have one job that wasn't my current job, it would be a Ferrari driver, but she did not really like that answer.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Chat based interfaces that eventually just replace them. So ultimately, I'm not sure it will matter. But for us, I think an increasing amount of spend is actually going towards just telling people about all of the new things Hims and Hers is doing. The fact that you can feel great, the fact that it's affordable, and you can come check it out. And it's a lot of market creation both in the US and globally versus latent demand that you're capturing through some of these more streamlined channels.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Know it hasn't had particularly dramatic changes since some of these new AI companies have grown. I think for us, a huge number of people that come to us are first-time patients interested in some of these care categories. And so they're hearing about it through watching Fox News. They're hearing about it through watching NFL on Thursday nights. They're hearing about it from their friend who all of a sudden is feeling great and the friend is talking about the treatments that they're on or the fact that they're getting care from hymns and hers. So I think more and more for us, the brand and the spend is moving towards channels where you're talking about the opportunity to feel great. You're not reliant on maybe the ad words Google funnel that you mentioned. I do think those businesses inevitably will have struggle in transitioning to some of the chat-based interfaces, but there will be ad networks that are built through the”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, I mean, I think it's similar to what you see on Google. I don't think it's going to be all that much different, right? That you'll be able to partner directly with Anthropic and ChatGPT and find patients that are looking for certain services and then have handoffs to specialized implementations, right? It's going to be, I think there's great opportunities to partner with all of these players.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Driven to a platform that actually connects them with the specialist and connects them with the products and actually can get that delivered to their door. And ultimately, I think we're a combination of all of those businesses together. So, you know, I think there's a lot of opportunity with that funnel that opens up with things like ChatGPT.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Know it's something that people have been talking about a lot. Actually, Darya was mentioning this recently. I think some of the most defensible businesses in the age of anthropic and open AI are businesses that actually do something physical. They require actual specialization and they require infrastructure. A huge part of what we do every single day is treat tens of thousands of patients with thousands of doctors that are specialized and licensed in every state or country in the world and then actually help make people medicine. I mean, this is a million square feet of pharmacy fulfillment. This is, you know, hundreds of pharmacists and robotic machines that are actually compounding treatments or fulfilling branded pharmaceuticals. So when I actually think about the most defensive businesses, the businesses that can thrive in the age of AI and actually be enabled by them are ones where the conversation of something like ChatGPT massively expands the funnel of people engaging in health and wellness, but then can be”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah. And so I think, and again, these are machines that cost $500,000 one-time purchase to buy. But then you're charging $1,000 or $2,000 a month or a year. And so the idea that this cost could come down dramatically is very real, 500K machine capitalized over a decade, the cost could come down to something like $300 a year to do this test.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“It's how do we get ahead of detection for things like cancer and early tumor detection? My dad had stage four colon cancer when he was 39. It then cost the healthcare system hundreds and hundreds of thousands of dollars, if not millions of dollars, to have surgery and then treat him for many years with chemotherapy, right? And then afterwards, the care involved to kind of get him back to a steady state. The idea of an annual exam that can scan your body for early signs, early proteins through blood testing or early actually imaging signs that can detect a millimeter size tumor is incredibly fascinating. Now, I think a lot of clinical people and their smart believe something like that is not yet ready for mainstream. And it might not be. I kind of choose to be opportunistic in giving people the ability to make those trade-offs for themselves. I take Prunovo annually. So, you know, I recommend it to my family. Is it perfect? Absolutely not.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“We spend a ton of time looking at that space, and actually, we did a partnership with Prinovo that was announced just a couple of weeks ago. I think where there's a lot of interesting companies right now is in highly specialized levels of testing for clinical areas that are meaningfully unmet, right? So you look at things like cardiovascular disease, right? Still one of the number one killers. Most dads dive a heart attack. Yet a statin is two cents for me to manufacture. And if you take a statin every day, then you won't die of a heart attack, or you're meaningfully less likely to die of a heart attack. Yet nobody does it. And so there's biotech companies right now working on therapies where a single injection quarterly or a single injection annually can absolutely obliterate your cardiovascular risk. And if you can do something like that, you meaningfully curve that rate of death and you get ahead on prevention for cardiovascular disease. Prunovo, I think, is another interesting one, right?”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Don't know too much about pill pack, to be totally honest. What I don't believe is that the pharmacy fulfillment part of our business independently is a particularly valuable business.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“To $200 cash pay prices. I mean, that is completely transformative. It's not something that's really happened in pharmaceutical history, that the blockbuster drug of the century gets cut by 80% in 18 months. The reason for that, I think the reason it happened in part is because companies like us and consumers applied massive pressure to change the distribution model, right? In 18 months, the distribution model has completely changed in pharmaceuticals in the US. And so going through PBMs and insurance, they're going straight to customers through platforms like ours at prices every day people can afford. And so there's an arc to that price reduction, but I think for us, we want to have the absolute best and also want to be able to apply pressure to bring that cost down as much as we can.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“It's called the gallery test by Grail. It's a blood test and it can detect 50 to 100 cancers and it focuses specifically its best at from a clinical standpoint some of the harder to find cancers, prostate, pancreatic, ovarian cancer. And it's a simple blood test. This blood test was thousands of dollars for the last few years. We were able to work directly with GRIL, bring that test. I think it's in market now in Hims and Hers at like 600 bucks. And my hope is over the coming years they'll continue to come down to a few hundred bucks where everybody could do this on an annual basis like going to the dentist, right? It's just check to see if there's any early signs, any early protein indicators of stage one cancer tumors. So there's an arc, right? When the GLP ones first came out, it was $2,000 list price. We applied incredible pressure to the drug companies, the current administration in the U.S. did an amazing job. And thanks to the drug companies, they actually agreed to bring them down from the thousands of dollars to $100.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“We want to curate the absolute best at prices the masses can afford. And I think the way you do that is you work with ecosystem partners, you leverage the scale of the platform, right? We're the largest global distributor at this point probably of medicines. And so by able to then working with the best diagnostic companies, the Cancer Grail detection company, I don't know if you've ever taken this test. This is a test that I've been taking for five years. I've had everyone in my family take because there's cancer in my family.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“That the supply chain and the quality is done to a level we feel is bulletproof from a pharmaceutical standpoint. So there's a lot of introspection in my brain around speed and prioritization of which categories to enter. But what I always come back to is not being first, but being best. So that from a brand standpoint, people know hymns and hers to be high quality and trusted. Like when we actually bring something to market, you know it's safe. You know it's done right and you know it could be something that's that's powerful and important for your for your health.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“A great question for us as a business, I think it's important to constantly be in a customer's mind, the mindshare of the new evolving health and wellness categories. And so I think in many categories we've been quick to market and in many categories we've been kind of like patient to market. And in retrospect, I constantly am kind of evolving my perspective on like how fast we should be there. My net net takeaway is I don't think we actually need to be first ever in market. I want to be best in market. And so when I think of new categories, peptides, for example, right? You know, a lot of conversation about 10, 15 peptides going from category two to category one compounding so that people can actually get access to things like BVC 157, TB500. This is an incredibly interesting category. You won't see us be first to market in this category. You'll see us when we launch it feel extremely confident in the clinical protocols, extremely confident in the guardrails. Make sure.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“All of this is changing and it's going to continue to accelerate. And our job is to curate the best and bring it to people at scale at an affordable cost. And so we have to think about this, frankly, as a portfolio that's constantly evolving.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source
“Absolutely. I mean, you know, when we first met, I was over with Jack Abraham running atomic ventures for a long time. And that training of zero to one exploration, that is what hymns and hers is, right? Like I think of it as a public shell for innovation in bringing great healthcare to consumers, which means every year we're testing completely new go-to-market strategies, completely new categories, and the way we think about it internally is just different bets. And some bets you starve and some bets you fund and some bets you ring fence to allow exploration for a year or two, but they're run increasingly independently the DNA of management is to look at it as a portfolio that continues to scale. Because ultimately, in our business, health and wellness, what makes up great health and wellness is constantly changing. There's new diagnostics, there's new devices, there's new drugs, there's new learnings about, you know, the sauna and cold plunges or whatever it might be, whatever's trend.”
2026-04-04 · The Twenty Minute VC · 20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum · IDENTIFIED FROM THE TRANSCRIPT · source