Today, we closed our acquisition of Eucalyptus, advancing our position as the world’s largest consumer health platform.
When @_Timdoyle and I first met, healthcare looked very different (and so did our lives - I was a first-time dad, still on paternity leave when we had our first lunch). Proactive healthcare still felt niche and the concept of direct-to-consumer access was misunderstood as a trend.
Five years later, the world has changed (and so has life – I’m now a dad to three boys, and Tim’s a father, too). People are no longer willing to navigate through arbitrary barriers for the simplest kinds of care. Healthcare innovators like drugmakers and diagnostic companies have realized connecting directly with individuals is the most powerful way to grow.
But what has stayed the same is how aligned Tim and I are on what the future of health can and should be. It’s simple, deeply personal, and built for everyday life. It became clear at the end of last year that the time has never been more right to come together.
Today, we’re operating as one company, focused on reaching millions of people around the world with a version of health that feels like a luxury, but doesn’t cost like one. Combining Eucalyptus’ local expertise with our scale means we can serve millions of people around the world and expand the network effects of the platform. We’ll become an everyday health companion and a partner to other healthcare innovators who want to build long-term relationships with their customers.
I told the entire team this morning: The most enduring consumer companies are the ones that create a completely new way of experiencing the most personal parts of our lives. My kids deserve a different version of health than I got. So do Tim’s. So do yours. That’s what we’re building at Hims & Hers and I can’t wait for the world to see what’s possible.
https://t.co/XIampqFSST
Read more here, including important footnotes and disclaimers: https://t.co/4A919nDjTO
$IREN is working with $NVDA to build Nvidia DSX-aligned AI infrastructure across its global data center footprint.
IREN is positioning itself as an AI infrastructure platform inside Nvidia’s ecosystem rather than just a power-and-GPU provider.
IREN has closed a $3.65bn investment-grade GPU financing facility to support the delivery of its AI Cloud contract with Microsoft. This represents the highest publicly rated investment‑grade GPU financing and the first in the U.S. private placement market.
@danroberts0101, Co-Founder and Co-CEO of IREN, said:
“Securing investment-grade financing on these terms reflects both the quality of our customer contracts and the fact that we own the data center infrastructure these GPUs run in. That combination broadens our access to institutional capital and lowers our cost of capital as we scale.”
Learn more: https://t.co/TYepQTBXSQ
$HOOD says states and public-sector groups have approached Robinhood about building their own versions of “Trump accounts” for newborns.
Robinhood says the Treasury partnership proved it can support government-scale programs.
IREN has entered into a $1.6bn purchase agreement with Dell for air-cooled Blackwell systems to support its previously announced 5-year, $3.4bn managed services AI cloud contract.
The systems are expected to be deployed across existing data centers at Childress, Texas, with commissioning targeted for early 2027.
Upon commissioning, the AI cloud contract is expected to increase IREN's annualized run-rate revenue (ARR) from $3.7bn to $4.4bn.
@danroberts0101, Co-Founder and Co-CEO of IREN commented:
“Securing capacity and accelerating commissioning are our top priorities in a market where time-to-compute is everything. Hyperscalers, enterprises and developers choose IREN as a partner because we own and control the full stack - the physical infrastructure, the compute, and the operational capability to deploy at scale.
Our relationship with Dell ensures access to hardware at the scale and speed the market demands. Every deployment we complete makes the next one faster, and that compounding execution advantage is what we are building.”
Learn more: https://t.co/xcg2XFO5b2
I spoke with @washingtonpost about what’s coming next for us, and we covered everything from GLP-1s to supplements to biological age to peptides. But the bigger picture is how we can create better access to the things that can help anyone feel great.
Thanks @PostRowland for a great conversation about what’s coming next in health and how we’re building it at Hims & Hers.
$HIMS launched generic semaglutide access in Canada marking its first international GLP-1 expansion.
Plans start at $149 CAD per month and include treatment options plus nutrition, movement, sleep and ongoing care team support.
Yesterday, we raised $350M from a wide range of high-caliber institutional investors who believe in the long-term vision of what we’re building.
It was more than we set out to raise, and it tells me that the industry believes in the value of our model and the impact of our platform. Given the terms we received, it's clear that our investors are taking a high-conviction view of our strategy.
This offering was designed to keep us flexible and is structured to minimize dilution, while giving us an efficient way to scale aggressively, interest-free, across strategic areas: global growth, infrastructure, and AI-power customer tools.
All of that is how we’re positioning ourselves to keep growing this year and make progress towards our ambitious long-term targets. More than that, though, it is part of how we’ll help more people do a simple but life-changing thing: just feel great.
https://t.co/fhPtm0gA7Z
$HIMS is now accepting orders for the $NVO Ozempic Pill on its website at $149/month.
Hims is expanding its branded GLP-1 offering beyond injections giving the platform another way to capture weight-loss demand through its Novo partnership.
$HIMS launched Labs AI which is its first AI care agent for personalized health insights and nuanced health questions.
The company says Labs AI is built with guardrails and uses a custom AI system to support Hims & Hers care platform.
Now live: the first AI care agent from Hims & Hers.
Trying to decipher complex lab results can be confusing at best and scary at worst (and more often than not, it can take weeks). We’re cutting through that all-too-common experience and making it simple to understand your full health profile — biomarkers, trends, history, context — and how to improve it.
This is what is possible when you apply first principles thinking and a world-class engineering team, led by our CTO Mo Elshenawy, to some of healthcare’s biggest challenges.
More to come.