{"podcast":{"title":"The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch","slug":"twenty-minute-vc","podcast_index_feed_id":938150,"rss_url":"https://thetwentyminutevc.libsyn.com/rss","website_url":"http://www.thetwentyminutevc.com/","image_url":"https://static.libsyn.com/p/assets/d/2/b/a/d2ba673c1d134c2be55e3c100dce7605/WhatsApp_Image_2024-10-28_at_11.39.21.jpeg","author":"The Twenty Minute VC","episode_count":1462,"summary":"The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/twenty-minute-vc"},"episode":{"title":"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","slug":"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","published_at":"2026-04-04T09:25:00+00:00","page_url":"https://stenobird.com/podcast/twenty-minute-vc/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","show_page_url":"https://stenobird.com/podcast/twenty-minute-vc","url":"https://thetwentyminutevc.libsyn.com/20vc-hims-hers-43bn-market-cap-on-23bn-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","audio_url":"https://traffic.libsyn.com/secure/thetwentyminutevc/The_Memo__Andrew_Dudum__Hims.mp3?dest-id=240976","summary":"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","meta_description":"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,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3558,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/twenty-minute-vc/episodes/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/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/twenty-minute-vc/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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}