$HIMS I’ll catch on this one: ⚠️ Every truly disruptive company...
Juan Pablo Montero@jpmontero88
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Jun 26, 2025
~2 min read
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$HIMS I’ll catch on this one:
⚠️ Every truly disruptive company eventually faces “unfair” attacks from incumbents. Not because they break the rules, but because they rewrite them.
📉🚫 Lawsuits. Lobbying. Bans. Smear campaigns…
Remember this: The stronger the disruption, the dirtier the pushback.
Everyone loves to say:
“If only I had invested in $AMZN in the early 2000s… or $SPOT, or $NFLX …”
But the real question is:
Would you have had the guts to back David when Goliath came swinging?
Let’s look at some examples 👇
🧵 1/9
⚠️ Every truly disruptive company eventually faces “unfair” attacks from incumbents. Not because they break the rules, but because they rewrite them.
📉🚫 Lawsuits. Lobbying. Bans. Smear campaigns…
Remember this: The stronger the disruption, the dirtier the pushback.
Everyone loves to say:
“If only I had invested in $AMZN in the early 2000s… or $SPOT, or $NFLX …”
But the real question is:
Would you have had the guts to back David when Goliath came swinging?
Let’s look at some examples 👇
🧵 1/9
RyshabTalks@RyshabTalks
$HIMS is not a healthcare provider.
It's healthcare's version of Uber
Connecting riders with drivers
It's healthcare's version of AirBnB
Connecting renters with landlords
It's healthcare's version of DoorDash
Connecting diners with restaurants
It's healthcare's version of Spotify
Connecting listeners to artists
I can go on and on. Here is the point.
$HIMS is a technology platform
connecting CUSTOMERS to SERVICE PROVIDERS.
The market is still coming to terms with that.
It's healthcare's version of Uber
Connecting riders with drivers
It's healthcare's version of AirBnB
Connecting renters with landlords
It's healthcare's version of DoorDash
Connecting diners with restaurants
It's healthcare's version of Spotify
Connecting listeners to artists
I can go on and on. Here is the point.
$HIMS is a technology platform
connecting CUSTOMERS to SERVICE PROVIDERS.
The market is still coming to terms with that.
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1️⃣ $UBER vs. the Taxi Industry
Disruption: On-demand rides at scale.
Pushback:
> Taxi unions lobbied for bans in major cities
> Drivers physically attacked
> Governments introduced protectionist licensing
nbcnews.com/id/wbna54057584
Uber wasn’t illegal… it was uncomfortable for incumbents.
🧵 2/9
Disruption: On-demand rides at scale.
Pushback:
> Taxi unions lobbied for bans in major cities
> Drivers physically attacked
> Governments introduced protectionist licensing
nbcnews.com/id/wbna54057584
Uber wasn’t illegal… it was uncomfortable for incumbents.
🧵 2/9
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2️⃣ $ABNB vs. Hotels
Disruption: Millions of homes turned into lodging.
Pushback:
- Hotel lobbies pushed harsh local restrictions
- Politicians cited housing “crises” to ban rentals
- Accused of killing neighborhoods
bu.edu/bhr/2018/10/31….
In reality, hotels hated losing control.
🧵 3/9
Disruption: Millions of homes turned into lodging.
Pushback:
- Hotel lobbies pushed harsh local restrictions
- Politicians cited housing “crises” to ban rentals
- Accused of killing neighborhoods
bu.edu/bhr/2018/10/31….
In reality, hotels hated losing control.
🧵 3/9
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3️⃣ $SPOT vs. the Music Labels
Disruption: Unlimited streaming, global access.
Pushback:
- Labels delayed catalog licensing
- Apple forced 30% fee via App Store
- Artists pressured to boycott
ipwatchdog.com/2018/01/31/spo…
Disruption thrives when gatekeepers panic.
🧵 4/9
Disruption: Unlimited streaming, global access.
Pushback:
- Labels delayed catalog licensing
- Apple forced 30% fee via App Store
- Artists pressured to boycott
ipwatchdog.com/2018/01/31/spo…
Disruption thrives when gatekeepers panic.
🧵 4/9
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4️⃣ $NFLX vs. Hollywood
Disruption: Streaming killed appointment TV.
Pushback:
- Cannes banned Netflix films from awards
- Studios refused to license key content
- Critics claimed it “ruined cinema”
variety.com/2018/film/news…
Now guess who copied their model?
🧵 5/9
Disruption: Streaming killed appointment TV.
Pushback:
- Cannes banned Netflix films from awards
- Studios refused to license key content
- Critics claimed it “ruined cinema”
variety.com/2018/film/news…
Now guess who copied their model?
🧵 5/9
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5️⃣ $AMZN vs. Big Retail
Disruption: One-click e-commerce, global scale.
Pushback:
- Traditional retailers blocked suppliers who sold on Amazon
- Politicians accused them of predatory pricing
- Media launched hit pieces
money.cnn.com/1997/10/21/tec….
Competing is hard. Complaining is easier.
🧵 6/9
Disruption: One-click e-commerce, global scale.
Pushback:
- Traditional retailers blocked suppliers who sold on Amazon
- Politicians accused them of predatory pricing
- Media launched hit pieces
money.cnn.com/1997/10/21/tec….
Competing is hard. Complaining is easier.
🧵 6/9
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6️⃣ $TSLA vs. the Auto Industry
Disruption: EVs without dealerships.
Pushback:
- Car dealers banned direct sales in 16 U.S. states
- Media exaggerated battery fire risks
- Oil lobbies pushed against EV incentives
forbes.com/sites/neilwint…
When you electrify change, you’ll spark enemies.
🧵 7/9
Disruption: EVs without dealerships.
Pushback:
- Car dealers banned direct sales in 16 U.S. states
- Media exaggerated battery fire risks
- Oil lobbies pushed against EV incentives
forbes.com/sites/neilwint…
When you electrify change, you’ll spark enemies.
🧵 7/9
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7️⃣ $HIMS vs. $NVO
Disruption: Telehealth for weight loss meds.
Pushback:
- Novo ends partnership, calls Hims “illegal”
- Hims claims unfair pressure to favor branded drugs
Classic case of market power vs. digital access.
🧵 8/9
Disruption: Telehealth for weight loss meds.
Pushback:
- Novo ends partnership, calls Hims “illegal”
- Hims claims unfair pressure to favor branded drugs
Classic case of market power vs. digital access.
🧵 8/9
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💡 So what’s the lesson?
⚠️ If you’re disrupting a trillion-dollar industry, expect backlash.
Every major disruption is first dismissed, then attacked, and eventually copied.
IMO, all this $NVO “collaboration” and now sudden withdrawal feels like a coordinated move to amplify yesterday’s accusations.
Like: “We’ve been in the kitchen… we know what they cooked.”
Come on… we see the game.
🧵 9/9
⚠️ If you’re disrupting a trillion-dollar industry, expect backlash.
Every major disruption is first dismissed, then attacked, and eventually copied.
IMO, all this $NVO “collaboration” and now sudden withdrawal feels like a coordinated move to amplify yesterday’s accusations.
Like: “We’ve been in the kitchen… we know what they cooked.”
Come on… we see the game.
🧵 9/9
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Oh, and I almost forgot…
“You dont understand, this time is different.” 🙃
“You dont understand, this time is different.” 🙃
