In episode 7 of Hims House, Jonathan, Louis, and Dr. H discuss the evolving telehealth industry, focusing on the market size, adoption trends, and why Hims & Hers is emerging as a leader in the space. Dr. H highlights how the ease of use and streamlined digital healthcare experience has allowed Hims to outpace competitors. The conversation also delves into the challenges of integrating insurance and how Hims' decision to avoid insurance might be an advantage, as it keeps the process simple and cost-effective. They compare Hims to its competitors like Ro and Teladoc, discussing pricing, market share, and the potential for industry consolidation. The episode concludes by touching on the potential regulatory and competitive threats from large companies like Amazon and Walmart.

(00:00) - Introduction

(00:59) - Market size and telehealth growth

(01:35) - The evolution of digital healthcare

(02:16) - Why Hims does not accept insurance

(03:27) - Comparison with Teladoc's insurance model

(05:00) - Hims & Hers business appeals to millennials

(08:38) - Total Addressable Market (TAM) discussion

(12:02) - Pricing comparison between Hims and competitors

(14:07) - Telehealth industry consolidation vs. fragmentation

(22:30) - Winner take most?

(23:46) - The impact of regulations on GLP-1s and Hims

(27:22) - Amazon and other behemoths entering the market

Website: https://himshouse.com

Twitter/X: @himshouse

Discord: https://discord.gg/WPzMX448V8

Jonathan Stern - @jonathanrstern

Louis Stevens - @LA_stevens_

Dr. H - @stayathomedoc

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Ep 7 - Hims & Hers: The Telehealth Industry (Oct 10, 2024)