Hims & Hers CEO Andrew Dudum on CNBC: * Says biggest lever from AI is adherence, as 10-15% of patients on heart disease medicine stay on past 12 months. It's the #1# killer for fathers, and it costs $0.02-0.03 to compound. Sees path for adherence to 2-3x * Data loop closure via hardware that he says is around 12 months away. One ecosystem that has at-home scales, $30 blood tests, wearables, Dexcom GCM, and bluetooth pill bottle * Compounding enabled GLP1s to price down 80-90% within a year when they launched $150-200/mo against branded at $1,500. Expects $40-50/mo type pricing by 2030 or so when semaglutide goes off patent * Says foundational models without closed-loop data set is not that valuable, in his opinion. Had been building around Sierra for the last year but in-house outperformed very quickly once launched. Costs can be 70-80% less with open-weight models * His dad was 38 and had stage 4 colon cancer, and the $20,000 test now costs $30 which is something Hims will bundle that they'll offer "very shortly" * Will do a peptides launch with a few guardrails including US supply, doctor dosage, and blood tests every 3-6 months * Also gave his own regimen, which is interesting Bookmark and worth a watch:

Hannah bumps into an old friend of hers at Whole Foods. "So, Judith, how’s life been treating you?" asks Hannah. "Well Hannah, if you must know," replies Judith, "my very best friend has run off with my husband. I haven’t seen him now for over a week." "Oh Judith," says Hannah, "I’m so sorry to hear it. Who is this kurveh? Do I know her?" "No, I’ve absolutely no idea who she is," replies Judith. "But you just called her your best friend," says Hannah, looking puzzled." "Listen Hannah, anyone who takes that shmendrick of a husband away from me will always be my very best friend."

Hims & Hers CEO @AndrewDudum speaks about his company’s work with GLP-1 drugs: “Ultimately, we will always apply pressure to the system if we believe it's best for the consumer.”