Hims & Hers is a primary focus, with the creator highlighting its AI integration and data flywheel as a significant step forward, making it the biggest position in his portfolio.
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The Undercover Healthcare AI Giant
Aug 8, 2026
The creator discusses Hims & Hers' integration of AI into its healthcare services, particularly through the HERS app. A new feature includes a smart scale with weight loss subscriptions to enhance data collection for AI and doctors, aiming to personalize care and improve treatment outcomes. The creator highlights this as a significant step for Hims & Hers in becoming an AI-driven healthcare company.
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HIMSbuy opened Aug 8, 2026
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