$HIMS - This is the Costco membership style moat. - ChatGPT can give you a generic answer. - Hims can give you an answer based on your treatment history, what medication you’re taking, how you responded to it, your progress and your interactions with the platform. The more patients Hims treats and the more outcome data it collects, the more useful this system becomes. That is much harder to replicate than simply adding an AI chatbot to a healthcare app.
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