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🚨 $HIMS CEO ANDREW DUDUM ON SQUAWK BOX:
PROPRIETARY DATA IS THE MOAT -- NOT THE MODELS
"The core foundational models, independent of a closed-loop data set, are not that valuable."
"When you have a healthcare system, the closed-loop data that you have within a healthcare system like Hims & Hers, *that* is the asset."
"We launched our first version of this in the last couple of months, and overnight, the amount of care tasks it's handling and operational tasks it's handling far surpasses players like Sierra and others."
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