Hims Has a Test for Low-T Beta Soyboys
THE SO WHAT
Direct-to-consumer health is leaning harder into identity-driven marketing to sell diagnostics and subscriptions. If you operate in telehealth, the competitive edge is shifting toward brand narrative and funnel engineering as much as clinical UX.
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MORE FROM THE WIRE
Tech & InnovationMeta says it will create a new class of nonvoting stock to raise the capital it needs for developing AI models, with an effective date in January 2027
Meta is hardwiring multi-year AI capex into its capital structure by issuing nonvoting stock—AI model development is now explicitly an equity-financed, long-duration bet. Public operators should expect investors to start asking why their own AI roadmap does or doesn’t justify similar balance-sheet level commitments.
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SAP beating cloud growth expectations despite AI hype is a reminder that embedded workflow and data gravity still trump point-solution novelty. If you’re selling AI into large enterprises, assume you’re layering into existing suites like SAP rather than displacing them—partnership and integration strategy matter more than ever.
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Meta is showing it can grow revenue 26% to $64.6B while absorbing a nearly $10B legal charge—cash generation to fund AI and infra is intact. For operators, this is a reminder that regulatory and legal overhangs can be material but not necessarily existential if unit economics and user scale are strong.