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GLP-1 drugs: An economic disruptor? (2024)

wildfirelabs.substack.com

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Re: GLP-1 drugs: An economic disruptor? (2024)

#3
Interesting, but I’m not sure I buy it.

I certainly don’t think Simon is preparing for this massive economic shift; I think they’re reacting to an existing trend.

> America's largest mall operator, Simon Property Group, is converting anchor stores into medical centers and wellness spaces. They're doing this because they recognize the writing on the wall.

Malls have been dying for years, and COVID felt like the nail in the coffin.

Re: GLP-1 drugs: An economic disruptor? (2024)

#4
Reading this you'd think we're on the cusp of the sort of utopian society seen in Brave New World. Class hierarchy reinforced by behaviour regulating drugs given to happy, subservient workers. Hell, with all that talk of impulse control, I wonder what it will do to people's motivation to protest and riot...

Re: GLP-1 drugs: An economic disruptor? (2024)

#5
post #2

One person's results is not everyone's results. To say that this is hyperbolic would be the understatement of the millennium.

What does this even mean? The results of GLP-1 meds are well studied and widely understood to be game changing and likely revolutionary. The other claims might be hyperbolic but results of the medication on individuals is not really a question at this point.

Re: GLP-1 drugs: An economic disruptor? (2024)

#6
post #2

One person's results is not everyone's results. To say that this is hyperbolic would be the understatement of the millennium.

What does this even mean? The results of GLP-1 meds are well studied and widely understood to be game changing and likely revolutionary. The other claims might be hyperbolic but results of the medication on individuals is not really a question at this point.

People are weirdly resistant to acknowledging the obvious implications of things if those implications seem big. There’s a broad “nothing ever happens” heuristic that people tend to mistake for wisdom.

Re: GLP-1 drugs: An economic disruptor? (2024)

#8
post #2

One person's results is not everyone's results. To say that this is hyperbolic would be the understatement of the millennium.

Yeah but a forecast 10 years out is a lot more fun/enlightening if it's hyperbolic. It doesn't make much food for thought to say 'We predict by 2030 the average consumer will have purchased jeans 2 sizes smaller than in 2010'.

In any case, I hope they're directionally correct. A class of widely-available drugs that lets us switch off impulses that don't suit our environment and wellbeing any more would be incredible and world-changing. I'm very curious to try GLP-1 agonists myself.

Re: GLP-1 drugs: An economic disruptor? (2024)

#9
post #2

One person's results is not everyone's results. To say that this is hyperbolic would be the understatement of the millennium.

I'm more worried about longer term side effects.

This sounds a lot like numbing "bad" feelings to me; there's no way to selectively numb, it's all or nothing.

Impulsivity isn't all bad.

Re: GLP-1 drugs: An economic disruptor? (2024)

#10
post #9
post #2

One person's results is not everyone's results. To say that this is hyperbolic would be the understatement of the millennium.

I'm more worried about longer term side effects. This sounds a lot like numbing "bad" feelings to me; there's no way to selectively numb, it's all or nothing. Impulsivity isn't all bad.

As opposed to the good long term effects of being obese?
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