{"podcast":{"title":"Hims House","slug":"hims-house-7026583","podcast_index_feed_id":7026583,"rss_url":"https://anchor.fm/s/10e9c0874/podcast/rss","website_url":"https://himshouse.substack.com/podcast","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/45300741/1466fea8bed61dc7.jpg","author":"Jonathan Stern","episode_count":78,"summary":"Hims House is the ultimate podcast for Hims & Hers investors. Hosted by Jonathan Stern and Patrick Lester, Hims House breaks down all the key questions shaping $HIMS — from telehealth and pharma to GLP-1s, compounding, and the future of healthcare. New episodes every week. himshouse.substack.com","last_synced_at":"2026-09-03T00:18:07.225175+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583"},"episode":{"title":"🚨 THE FTC SUES HIMS & HERS -- Full breakdown with Gaston Kroub","slug":"the-ftc-sues-hims-hers-full-breakdown-with-gaston-kroub","published_at":"2026-09-02T12:44:14+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583/the-ftc-sues-hims-hers-full-breakdown-with-gaston-kroub","show_page_url":"https://stenobird.com/podcast/hims-house-7026583","url":"https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/THE-FTC-SUES-HIMS--HERS----Full-breakdown-with-Gaston-Kroub-e3o7q2i","audio_url":"https://anchor.fm/s/10e9c0874/podcast/play/125085202/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-2%2F431027226-44100-2-f62b434bb473d.mp3","summary":"Jonathan Stern talks with Gaston Kroub, founding partner of K2K Law, registered patent attorney, and Hims House's resident legal expert on his third appearance, about the FTC's July 29 federal complaint against Hims & Hers. Kroub calls the filing a public "marketing document" aimed at a quick settlement and ranks three allegation buckets: health data sharing with Meta and Snap as the most exposure, hard cancellation under ROSCA (Restore Online Shoppers' Confidence Act) second, charging before a real consultation as the least dangerous. The case is in the Northern District of California before Judge Vince Chhabria; an overbroad sealing request triggered an order to show cause that was later lifted with a warning, and Hims' response is due Sept. 28 with an initial case management conference Oct. 30. They walk through Hims' defense lineup at BakerHostetler and Keker Van Nest & Peters, treat the $62.5M legal accrual as likely the low end of a settlement, and cover co-plaintiffs Utah and LA County. His likely path is a payment plus operational changes; absent a deal, litigation could run years, and he treats the Visa chargeback spike as a minor narrative risk. 00:00 - Sponsor: Superpower 01:35 - Complaint is a "marketing document" 03:52 - He ranks the three buckets 08:15 - Amazon Prime and Uber first 11:53 - ROSCA stretched to health data 17:12 - Northern District of California and Judge Chhabria 19:44 - Overbroad sealing nearly got sanctions 23:57 - BakerHostetler and Keker 26:12 - The $62.5M legal accrual 27:32 - A Motion to Dismiss costs six figures 28:51 - $50M floor, nine-figure ceiling? 30:31 - Utah and LA County 33:06 - Pay, plus changes to the flows 35:46 - Would Ro and Noom have to follow? 38:00 - Why Hims, not Ro 39:42 - Visa's chargeba…","meta_description":"Jonathan Stern talks with Gaston Kroub, founding partner of K2K Law, registered patent attorney, and Hims House's resident legal expert on his third appea…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3239,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/hims-house-7026583/episodes/the-ftc-sues-hims-hers-full-breakdown-with-gaston-kroub/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/hims-house-7026583/the-ftc-sues-hims-hers-full-breakdown-with-gaston-kroub.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}