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

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