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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)

#21

Post by nemo »

codr7 wrote: post #9
EarlKing wrote: 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.

My wife's taking GLP-1s for health reasons. The author's ideas about the effects of these things are not evidence based. It isn't a magic drug that makes people ascetics. She eats less, but she still impulse buys clothes and things. The idea that the drug numbs feelings is not at all what I see, while some appetites are diminished, we still both do art, enjoy going out doing all the same stuff as before. She's lost weight, her vitals are looking better, and we eat out less, that's it.

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

#22

Post by codr7 »

cm2187 wrote: post #10
codr7 wrote: post #9

Earlier quoted context omitted.

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?

I realize obesity a major issue for a lot of people.

But is it worth giving up your impulses? I mean all of them.

I have no proof that's how it works long term, but I do feel the question should be asked before we dive in head first.

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

#24

Post by Marsymars »

aljgz wrote: post #14

> When companies like Google see their healthcare costs drop by $12,000 per employee annually and productivity increase by 25%, we observe a restructuring of corporate America that makes remote work a minor adjustment. In my entire office, there's one overweight person that I know. Out of thousands of employees. There could be more, and other cities might be different, but you get the idea. The author intentionally o…

> In my entire office, there's one overweight person that I know. Out of thousands of employees.

That seems incompatible with the numbers that show something like 3/4 of the US population being overweight.

(And yeah, BMI isn't great, but it works pretty well with an aggregate population of sedentary individuals, which the population at large is.)

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

#25

Post by mrtksn »

I have been reading similar big promises about Ozempic specifically. I’ve seen calculations on the impact over airlines and many others things.

Wouldn’t be easier just to look what happens in countries with low obesity rates? Certainly its good but doesn’t appear to be 100T good.

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

#26

Post by brokensegue »

aljgz wrote: post #14

> When companies like Google see their healthcare costs drop by $12,000 per employee annually and productivity increase by 25%, we observe a restructuring of corporate America that makes remote work a minor adjustment. In my entire office, there's one overweight person that I know. Out of thousands of employees. There could be more, and other cities might be different, but you get the idea. The author intentionally o…

40% of Americans are obese and way more are merely overweight. Either your office is small, a huge fluke, weirdly selected or you're not observant enough.

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

#27

Post by pessimizer »

Trasmatta wrote: post #16
cm2187 wrote: post #10

Earlier quoted context omitted.

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

There are a lot of people who are not obese that are taking these drugs. That might be where the fear is coming from.

Nothing wrong about wanting to look hot if the danger level is not high. I haven't heard about people trying to use them to aid an eating disorder, like diabetics do with insulin.

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

#28

Post by rsync »

The real trend is deflation.

People are having fewer children.

Fewer miles are driven to fewer offices for fewer trips in cars.

Fewer impulse buys are being made and fewer dollars will be made by advertisements (according to the ops conjecture).

This is not inflationary. It is the opposite.

We live in a deeply deflationary world and we should not be confused by the local, transitory inflation that we may be experiencing at this moment.

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

#29

Post by kortilla »

Trasmatta wrote: post #16
cm2187 wrote: post #10

Earlier quoted context omitted.

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

There are a lot of people who are not obese that are taking these drugs. That might be where the fear is coming from.

Most of them likely are obese. Obesity is so normal that what most people call “overweight” is actually obese and the people they think are obese are morbidly obese.

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

#30

Post by dtquad »

I'm from the country of Ozempic and Wegovy and neither Novo Nordisk nor our media have been portraying these drugs as general purpose anti-addiction drugs. However there have been some international studies that reveal that it might actually be. Can Novo Nordisk extend their patent of their existing drug if they find new applications for the drug?

Some of Silicon Valley's excess productivity over the rest of the world is driven by ADHD medication. Curious what happens when they also start taking GLP-1 medication.

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