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
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One of the things I learned earliest in my career is if you can't hire people that are smarter than you, you will fail. You know, I think what you gain confidence in with brand marketing over time is that consistency is required. Yeah, the whole thing is totally fucked, right? If you look at the existing system in the US. This is 20 VC with me, Harry Stebbings.
Now I am so excited for the show today. We have Andrew Dudham, founder and CEO of Hymns on the show. Hymns are reinventing healthcare. But wow, it's been a tough six months. They are down 66%.
They've got a market cap of 4.35 billion as of today, but they do over 2.3 billion in revenue. It's nuts. I'm so excited to sit down with Andrew today where we discuss this and so much more. This was so much fun to do. But before we dive into the show today, you're in back-to-back meetings all day.
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