In this episode, Jonathan Stern, Louis Stevens, and Dr. H discuss the origin and evolution of Hims & Hers Health, highlighting the influence of CEO Andrew Dudum's background. They explore how Hims differentiates itself from competitors like Teladoc through vertical integration, streamlined care, and superior technology, making healthcare more accessible and affordable. Dr. H emphasizes the challenges of the U.S. healthcare system and how Hims addresses them by reducing complexity for both patients and doctors. Louis draws parallels between Hims and Uber, illustrating Hims' disruptive potential in healthcare. The episode concludes with confidence in Hims' future ability to tackle chronic care management.
(00:00) - Introduction
(01:03) - Origin Story of Hims & Hers Health
(04:30) - Louis' Perspective on American Healthcare Innovation
(05:44) - Dr. H on Fractured Healthcare Delivery
(08:30) - Andrew Dudum's Vision: Affordable Healthcare
(09:43) - Hims' Closed Loop System
(13:39) - Louis Compares Hims to Uber's Vertical Integration
(17:00) - Hims' Unit Economics vs. Teladoc
(18:23) - Bundling Factor in Hims' Business Model
(19:00) - Hims as a Threat to Primary/Urgent Care
(20:53) - Evolution of Hims’ Business Model
(23:31) - Teladoc’s Botched $18 BILLION Acquisition of Livongo
(27:30) - Hims Has the Technical Acumen to Transform Healthcare
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