sagar

.@davidmaris says sleep is a billion-dollar opportunity for $HIMS and nobody on Wall Street has priced it in: "I haven't seen any sell-side report talk about the sleep opportunity. And to me that's another billion-dollar opportunity for them. I think it's just a home run for them." "[Medical supply companies and sleep centers] argue that you need to have the mask fitted, and they will say, oh, well this machine might be better for you than this other machine. And to me it's all BS. 98% of it's BS." "Because they're getting another fee for this. You don't know what payments they're getting on the backend for saying this machine's better than that machine. There's no transparency." "If $HIMS is interested in helping patients and making this transparent, they would say, look, we have these two machines, these three machines, five machines, whatever. We're gonna sell it to you at cost plus, we're gonna deliver it to your house." "You don't have to go anywhere. So you've taken away all this friction and you're also getting an older patient. It's another great patient pool. So I think this is a great way to revolutionize the sleep area."

This is 100% correct. The right customer segment just needs to age into the OSA disease category, and we’re getting pretty close. 3-5 years this will explode. @BreatheNSleepMD @schopsss are building that size company is my bet. @AndrewDudum knows all about this area btw🤣

.@davidmaris says sleep is a billion-dollar opportunity for $HIMS and nobody on Wall Street has priced it in: "I haven't seen any sell-side report talk about the sleep opportunity. And to me that's another billion-dollar opportunity for them. I think it's just a home run for them." "[Medical supply companies and sleep centers] argue that you need to have the mask fitted, and they will say, oh, well this machine might be better for you than this other machine. And to me it's all BS. 98% of it's BS." "Because they're getting another fee for this. You don't know what payments they're getting on the backend for saying this machine's better than that machine. There's no transparency." "If $HIMS is interested in helping patients and making this transparent, they would say, look, we have these two machines, these three machines, five machines, whatever. We're gonna sell it to you at cost plus, we're gonna deliver it to your house." "You don't have to go anywhere. So you've taken away all this friction and you're also getting an older patient. It's another great patient pool. So I think this is a great way to revolutionize the sleep area."

🚨 THE BILLION-DOLLAR OPPORTUNITY FOR $HIMS THAT WALL STREET IS "SLEEPING" ON @davidmaris - six-time #1 ranked pharma analyst, founder of Phalanx Investment Partners 02:56 - Compounded semaglutide pill saga 05:49 - The "steelman" for why Hims launched the pill 07:29 - Novo deal economics 14:29 - MEDVi scandal and wild west of GLP-1s 18:19 - Peptides going mainstream 25:57 - July FDA meeting 31:27 - TRT = billion-dollar opportunity 35:31 - Sleep Sleep Sleep Sleep 37:26 - Friction in getting diagnosed 38:04 - The CPAP supply chain problem 39:17 - How Hims could revolutionize sleep 43:04 - Eucalyptus and going global 46:16 - Cruise engineers (wtf are they building?!) 50:25 - Short interest still out of control 55:05 - Voting control and insider selling 59:46 - Valuation and Q1 warning signs 01:03:48 - Should Hims buy a teletherapy? 01:07:12 - Why Maris is long Hims 🔥 Not financial, legal, or medical advice

Wow, this tweet went very viral! I wanted share a possibly slightly improved version of the tweet in an "idea file". The idea of the idea file is that in this era of LLM agents, there is less of a point/need of sharing the specific code/app, you just share the idea, then the other person's agent customizes & builds it for your specific needs. So here's the idea in a gist format: gist.github.com/karpathy/442a6… You can give this to your agent and it can build you your own LLM wiki and guide you on how to use it etc. It's intentionally kept a little bit abstract/vague because there are so many directions to take this in. And ofc, people can adjust the idea or contribute their own in the Discussion which is cool.