Corporate Ozempic

If you want to understand how AI is reshaping business, picture it as the other massive innovation of our time: GLP-1 drugs. Both shed weight by suppressing cravings; both exacerbate existing inequities (aka the rich get richer) before generating wider prosperity; and both are having a greater impact than projected as early adopters are hesitant to admit they’re using.

 
Secret Sauce

Nobody I know is on Ozempic. Yet, nearly everyone I know is on Ozempic. Either that, or gluten-free diets are suddenly delivering exponential results previously unheard of. People are hesitant to acknowledge they need a drug to lose those last 15 pounds — which doesn’t fit with our narrative that success is correlated to self-control. One of the most interesting, and discouraging, features of GLP-1 use is that the region with the greatest per-capita prescriptions is also (wait for it) the thinnest. This makes no sense … but it does. The Upper East Side of Manhattan is replete with people who can spend $1,000 a month to go from slim to skinny. In sum, GLP-1 drugs are not (yet) getting to the communities who really need them. I believe this will eventually happen, however, because the public health and economic benefits are just that staggering.

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