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

2026-04-04 · 59 min · 14 entities

episode page audio

Asserted relationships

→ appeared on The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch podcast

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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
→ hosted by Harry Stebbings person

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Feed author/publisher: Harry Stebbings
→ works at Hims company

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CEO of Hims
→ works at Hims company

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CEO of Hims
→ discusses Business concept

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Feed category: Business
→ discusses Investing concept

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Feed category: Investing
→ discusses News concept

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Feed category: News
→ discusses Tech News concept

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Feed category: Tech News

Entities found in this episode

concepts 7

mentioned Business concept

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Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned Tech News concept

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Feed category: Tech News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses Investing concept

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evidence rules-v4
Feed category: Investing
discusses News concept

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evidence rules-v4
Feed category: News
discusses Tech News concept

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evidence rules-v4
Feed category: Tech News

persons 3

mentioned Andrew Du person

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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
mentioned Harry Stebbings person

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Feed author/publisher: Harry Stebbings
hosted by Harry Stebbings person

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evidence rules-v4
Feed author/publisher: Harry Stebbings

companys 3

mentioned Hims company

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CEO of Hims
works at Hims company

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CEO of Hims
works at Hims company

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CEO of Hims

podcasts 1

appeared on The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch podcast

0.68

evidence rules-v4
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

Episode description as stored

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