Thomas Donnelly, JD, CFP®

Positioning Investors for Accelerating Technological Change

[andrewdudum @AndrewDudum]

Comprehensive personalized care requires whole body testing, which is why we’ve acquired a top-tier at-home lab testing facility that will allow us to deliver integrated offerings across nutrition, lifestyle, supplements, and medication.

Adding these capabilities to the $HIMS platform will give our subscribers a look at the entire picture of their health, empowering them and their providers with deeper insights to tailor their care.

Today is an exciting step in elevating the standard of health and wellness for Americans.

Learn more here:

https://t.co/qA9uGGkFVW

[hims @wearehims]

The system wasn’t built to help us. It was designed to keep Americans sick & stuck. Let’s fight for a healthier America.

At Hims & Hers, we’re fighting back with care designed for you that’s accessible, affordable, & trustworthy. Because you deserve to feel great in your body: https://t.co/vd3kwDm4Yc

[OpenAI @OpenAI]

What do you want to create next?

[RJ Scaringe @RJScaringe]

R2 expansion moving quickly!

[Tesla @Tesla]

This robot sucks

[andrewdudum @AndrewDudum]

More than two-thirds of American adults are overweight or obese, and 1 in 6 deaths in the US are related to obesity. With the size of our platform and the expertise of our team, $HIMS has the opportunity – and the responsibility – to address this public health crisis.

But we’re not just offering personalized treatment for the disease that has come to define our country, we’re also connecting with Americans to understand how they feel about their bodies, weight loss, and the impact it has on their lives.

In our survey, 85% of people said at least one aspect of their life would improve if they lost weight. That’s reason enough to make sure they have the tools they need to make it happen.

Read on for more on what we learned about “The Shape of America” and what comes next:

https://t.co/A5CAhKYKpe

[FearBuck @FearedBuck]

just 2 dudes in 2003 not realizing they just made one of the best songs ever https://t.co/p4Z4C9jjZt

[hims @wearehims]

We're thrilled to share a couple of highlights from our Q3 2024 earnings call:
✔ Revenue of $401.6 million, up 77% YoY
✔ Subscribers grew to 2.0 million, up 44% YOY
✔ More than 1M of our subscribers are utilizing a personalized solution on the platform, up 175% YoY

Tap to read the full report: https://t.co/eERK5nme33

[Affirm @Affirm]

🇬🇧Hello UK! We’re proud to announce that Affirm’s pay-over-time options are now available for eligible consumers in the United Kingdom.

Read more about today’s news: https://t.co/A4CATZhLB0

[Tesla @Tesla]

Robotaxi & Robovan

[CBS Saturday Morning @cbssaturday]

Magic Castle is a members-only club in the Hollywood Hills that's filled with surprises that have helped launch the careers of some of entertainment's biggest names. @JonVigliotti takes us on an exclusive tour inside @MagicCastle_AMA.

[andrewdudum @AndrewDudum]

More people than ever are looking to $HIMS as their partner in leading healthier lives. Today, we announced more than 155K net new subscribers joined us on the platform this quarter, bringing our active total to nearly 1.9 million.

🧵on what to know from today’s report and what’s next:

[RJ Scaringe @RJScaringe]

Awesome piece from today’s @Rivian investor event on why designing and building our technology in-house is integral to our vehicles and our mission.

[CNBC's Fast Money @CNBCFastMoney]

Low-cost insurer Lemonade is known for equipping generative AI to measure risk.

@Lemonade_Inc CEO @daschreiber joins Fast to explain the edge the technology gives the company and more.

$LMND

[Greg Brockman @gdb]

Introducing GPT-4o, our new model which can reason across text, audio, and video in real time.

It's extremely versatile, fun to play with, and is a step towards a much more natural form of human-computer interaction (and even human-computer-computer interaction):

[andrewdudum @AndrewDudum]

We’re exceeding our own high expectations at $HIMS.

We announced today we’re increasing our outlook for the year, and now expect to achieve $1.2-1.23 billion in revenue and $120-135 million in Adjusted EBITDA in 2024, blowing by our previous 2025 targets.

Personalized products are resonating with our customers, and we’re getting more and more efficient at growing and delivering a stellar experience.

🧵on how we did it and what’s coming next:

https://t.co/l9Qkw0wLNg

[Brian Chesky @bchesky]

Step into your imagination. Introducing Icons

[Greg Brockman @gdb]

First @NVIDIA DGX H200 in the world, hand-delivered to OpenAI and dedicated by Jensen "to advance AI, computing, and humanity":

[JD Ross @justindross]

The FTC banning non-competes is a huge win for America and is one of the best pro-labor policy changes in decades

[hims @wearehims]

Thrilled to share a couple of highlights from our Q4 2023 earnings call:
✔️Revenue increased 65% YoY to $872M, and we expect to pass $1B in revenue in 2024
✔️We now have +1.5M subscribers, up 48% YoY

Read more from @AndrewDudum on what's to come in 2024⬇️
https://t.co/WXFJp28V8R