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

You can listen to 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 online on Radio and Podcast. Open the player on this page to stream the available audio.

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 is an episode from The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch by The Twenty Minute VC.

This episode is 59:18 long.

This episode was published on Apr 4, 2026.

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