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

wildfirelabs.substack.com

41–50 of 553 posts

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

#41
If a person is careful and sophisticated enough to warrant GLP-1 drugs, they probably weren’t the ones that were binge drinking and DUIing and doing careless things in the first place.

There are a lot of people who are sitting in front of a computer or a phone playing Roblox/Fortnite and watching TikTok and so on all day and night.

The economy evolves and will work around them…

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

#42
post #32

Don't those drugs have serious side effects? I remember reading something but not sure where

I recently did a bunch of consultation and research to decide if I wanted to start taking them, and the only currently discussed serious side effects are applicable exclusively to people with a history of pancreatic disorders.

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

#43

Is there a term for this style of writing? It's like a longform linkedin post. I don't mean this as a criticism, it just seems like written language is evolving to better capture our diminishing attention spans.

Hype cycle slop reminiscent of Business Insider, etc. Reminds of me engagement bait threads on Twitter which always include the “thread” emoji and the downward pointing finger emoji.

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

#44
post #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 i…

COVID? I felt it was horror subgenre of the backrooms. which popularized the idea of liminal spaces, that sealed it's fate.

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

#45
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…

>The author intentionally or mistakenly applies some numbers to whole populations.

You're doing it far worse than they are. The obesity rate in the US is something like 30%, with some regional variation.

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

#46
post #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 i…

Malls around DC are crazier than ever. But I am not sure if people are spending money or not.

There are different classes of mall. In general those class A malls targeted at higher income stores and shoppers have been more resilient over the past decade than middle or lower. (Nordstrom vs Macy’s vs. Kmart)

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

#47
post #25

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.

It’s not only the low obesity rates, the article states it suppresses impulsiveness.

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

#48
post #35

Is there a term for this style of writing? It's like a longform linkedin post. I don't mean this as a criticism, it just seems like written language is evolving to better capture our diminishing attention spans.

I have been working on a new written form I refer to as an "Iceberg Article": https://john.kozubik.com/pub/IcebergArticle/tip.html ... which is intended to present detailed, long-form treatments of a subject yet, at the same time, provide something interesting and actionable in a brief moment.

National Geographic articles are the very embodiment of this style.

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

#49
post #36
post #19

I started Tirzepatide 3-4 weeks ago. (Mostly as an experiment to understand the hype around GLP's... I don't have diabetes and only very slightly overweight at 20% body fat). Even at the lowest 2.5mg starter dose which you're only allowed to stay on for 1 month: - Extreme appetite suppression to the point where I've started calorie counting specifically to make sure that I'm eating enough. It's incredibly easy to for…

> Even at the lowest 2.5mg starter dose which you're only allowed to stay on for 1 month... So they are going to force you onto a higher dose?!

Yes, up to 15 mg. Maintenance levels at 5, 10, and 15. If you cannot tolerate a maintenance level you can still get it, but insurance will not cover it ($1000/mo rather than $15/mo.) This is not an unreasonable situation.

https://www.goodrx.com/zepbound/dosage

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

#50
post #19

I started Tirzepatide 3-4 weeks ago. (Mostly as an experiment to understand the hype around GLP's... I don't have diabetes and only very slightly overweight at 20% body fat). Even at the lowest 2.5mg starter dose which you're only allowed to stay on for 1 month: - Extreme appetite suppression to the point where I've started calorie counting specifically to make sure that I'm eating enough. It's incredibly easy to for…

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