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Andrew Dudum

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2026-04-04
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2026-04-04
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  1. “So, weight loss is actually nowhere near the majority of this business. I don't think ever will be, just because you're continuing to expand core categories in a lot of new categories.”

    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

  2. “No, no, I think that's one of the funny things about our business is we are constantly in the headlines as a single category business. When we first launched, when you and I first met, we were the erectile dysfunction business, right? And it was front page of New York Times and it was fun and silly and provocative. And all we did from everyone's perspective was ED. And then we launched hair. And then all of a sudden it was like, we're a hair loss business. And then we launched the hers business and everyone said, oh, hers is never going to work. You're just an ED and hair loss business. And then eventually we launched GLP1s and everyone said, oh, now you're just a weight loss business. And, you know, a year from now, people will say, oh, you're just like a peptides business probably if I were to take a guess, right? And so I think the reality is under the hood is that you have a dozen completely different clinical categories, completely different businesses, each scaling with very solid, robust growth, which is why this business is interesting. Like that's why I run this business is the durability of it is quite strong, because you have 10 different businesses with completely different customer segments.”

    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

  3. “Think those two areas are critical. We're also seeing it have massive leverage in design, right? So we deploy about a billion dollars in marketing spend every year across the Hims and Hers brands. You know, the cost to do a live photo shoot, the speed of a foot photo shoot for every single product launch, you know, we probably have thousands of variations of TB commercials, Facebook ads, Google ads, et cetera. The speed of iteration with AI in that function, I think is actually one of the most tangible that I've seen across our organization.”

    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

  4. “Yeah, we operate about a million square feet of pharmacy fulfillment throughout the US. And so we have a large chunk of labor force, which is actually just variable labor responsible for actually pharmacy oversight, pharmacy review, and actually shipment of medication. So AI can do a lot in regard to efficiency for core product engineering, accounting, finance, marketing, et cetera. But when you're actually running facilities, physical facilities, and a lot of this is actually required doctor and pharmacy oversight, those you can't get as much leverage on.”

    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

  5. “If there are specific areas of the business that are critical, either strategic decisions or tactical implementations being worked on, you have to know when you go deep. And you need to acknowledge to the team, hey, this is something that's really important. I'm going to go deep on it. I'm not going to go deep on everything, but this is important. I'm going to be in the weeds here.”

    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

  6. “You have to be intentional about where you get into the weeds. I don't believe in this concept of like every design review comes through me, everything that ships comes through me, every decision comes through me. 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. And young managers struggle with this all the time. They're scared to hire people that are better than them because they feel like if I hire somebody better than me, what the fuck am I even doing here? Why am I here if I just hired somebody who's better than me? And in fact, it's completely the opposite. If you want to continue to scale in our organization or any organization that's growing, you have to realize that your job is changing every 12 months to level yourself up to the next highest leverage focus area. In order to do that, you have to replace yourself every 12 months with talent equal or better always. To me, that's a really important realization as a CEO and founder, which is I want to hire people better than me. And so I trust them, yet at the same 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

  7. “So many things. I mean, I'm constantly trying to find the balance of being in the weeds and building a team that can scale independently of me. That line of how hands-on you should be, how strategically involved you should be, how tactically involved you should be versus.”

    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

  8. “Yeah, I seek out grit. I seek out a lot of grit because I think when you're disrupting an industry, which we are, and even in the last year, our category has exploded and changed and been fraught with all types of chaos. You have to have a team that is used to being uncomfortable and used to getting through it and used to staying calm and having that resilience. And so I absolutely search for people that have seen those types of ups and downs and thrived in them because I think when you're disrupting, it's just inevitable that that's going to happen.”

    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

  9. “I think you do. It takes discipline. I think it takes hiring the right people. You know, I think I focus on hiring a certain type of people. They're not particularly fancy and background. They're not credentialed with like all of the really great tech companies. Like that's not what I look for. I look for mostly people who have been builders and have gone through some shit is the honest reality. So if you look at our team, you know, Yemi, our CFO, he was, you know, the divisional CFO of Uber during COVID. The whole business disappeared overnight and he had to figure it out or Dirja or Chief Product Officer. She was like Robin Hood during GameStop, right? Had to figure out that chaos or”

    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

  10. “Think if your business is ready from a predictability standpoint and you have a long term orientation, then I would encourage you to go public. I think those two things have to be true. I think you have to actually be able to predict your business with consistency because you can't enter the markets without that confidence. And you also have to be ready to sign up for a decade or two in the markets, right? This is not something, it's not a quick exit, it's not a liquidity event. That's the beginning. And so I would encourage any founder that has those two dynamics to consider it.”

    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

  11. “Years of launching. Google, Facebook, Apple, Amazon, all of them. Like, they didn't stay private for 10, 20 years. You know, the founder was forced to figure it out in the public markets, how we're going to grow, how we're going to get efficient, and how we're going to tell a big vision. And I think that's a lot of fun.”

    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

  12. “Love it for a few reasons. One, if you're a highly competitive person, you get a put out high benchmarks every 90 days and see if you can actually deliver on it. And you can build a high performance team to say, hey, we put this out and it's a big stretch. Let's go kick ass and figure it out. When you're private, it's so easy to get cozy. You know, the worst case scenario, if you got some VCs that call you and they're stressed out about something, but in the public markets, it's like it's bootcamp. It's like, you got to be, you have to deliver. So I love that from a competitive standpoint. I also love the ability to hire talent like in the public markets because they can see the vision and you're forced to not only talk about where you're going to go 10 years from now, but if you're going to actually like make steps quarter to quarter to prove it. So as a competitive person, I think it's a lot of fun. Also, when you step back, like, you know, we went public really early. We went public after like 36 months of launching, which was a little bit crazy. When you look at the biggest companies in the world, they went public within a first few.”

    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

  13. “I might be the only person that believes this, but I think running the company in the public markets is more fun than being private.”

    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

  14. “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,”

    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