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

wildfirelabs.substack.com

51–60 of 553 posts

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

#51
Is GLP-1 really changing general impulse control? But I do buy the argument. If impulse controlling drugs are going to be effective, the economic impact is basically not quantifiable... not only the economic impact but it would change society as a whole in extremely fundamental ways (e.g. dating)

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

#52
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…

Yes well your PCP / pharmacist should not have prescribed you an appetite suppressant when you have below average body fat %. The effects are very worth it for people weighing them against heart disease and mobility issues. It's not a Faustian bargain, it's all right on the tin. When you stop taking it the effects go away. If you want to be indulgent and it fits your lifestyle you can reversibly make that decision. T…

Why is it only appropriate for people with heart disease / mobility issues but not for someone who is merely overweight? This feels like finger-wagging for the sake of finger-wagging.

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

#53
post #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.

There were a lot of different things happening but COVID certainly cut out some straggling malls.

In general this was a correction. The US ranked first in 2018 for retail sq ft per capita at 23. To put this in context, the next highest country, Canada, had 16 sq ft per person, and most developed countries sit around 3-4 sq ft per person. https://www.statista.com/statistics/1058852/retail-space-per...

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

#54
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…

Yes well your PCP / pharmacist should not have prescribed you an appetite suppressant when you have below average body fat %. The effects are very worth it for people weighing them against heart disease and mobility issues. It's not a Faustian bargain, it's all right on the tin. When you stop taking it the effects go away. If you want to be indulgent and it fits your lifestyle you can reversibly make that decision. T…

> Yes well your PCP / pharmacist should not have prescribed you an appetite suppressant when you have below average body fat %.

Why do you think this? I agree that people who have associated risk factors should be prioritized, but if there's enough for everyone why wouldn't we give it to anyone who wants it?

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

#55
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…

Yes well your PCP / pharmacist should not have prescribed you an appetite suppressant when you have below average body fat %. The effects are very worth it for people weighing them against heart disease and mobility issues. It's not a Faustian bargain, it's all right on the tin. When you stop taking it the effects go away. If you want to be indulgent and it fits your lifestyle you can reversibly make that decision. T…

After using them, I think GLP-1’s will eventually be rebranded as a weight management / weight maintenance drug rather than a weight loss drug in order to appeal to the masses.

It’s a very interesting feeling to feel like you’re in full control of what you eat, not influenced by random cravings or hunger.

In my case I’m planning to only stay on it another month or 2 to drop 10lbs. I can easily see people cycling on/off this drug throughout the year to keep weight in check while removing will power from the equation completely. It’s quite remarkable.

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

#56

The author is assuming that everyone will proactively start taking this drug. But I don't understand why? If Jerry is not obese, why would Jerry randomly start taking an anti-obesity drug?

Because the author assumes that the drugs are not only anti-obesity drugs but impulse controlling

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

#57
>Consider this: When alcohol consumption drops 40% (as it does for many people on these medications), we're not just talking about lower beer sales. We're talking about:

Apparently in most muslim households this drops to 100% or zero consumption, you don't need freaking drugs for that

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

#58
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.

The short term results are known, but we have very little data about the long term effects as of yet.

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

#59

Earlier quoted context omitted.

Yes well your PCP / pharmacist should not have prescribed you an appetite suppressant when you have below average body fat %. The effects are very worth it for people weighing them against heart disease and mobility issues. It's not a Faustian bargain, it's all right on the tin. When you stop taking it the effects go away. If you want to be indulgent and it fits your lifestyle you can reversibly make that decision. T…

Why is it only appropriate for people with heart disease / mobility issues but not for someone who is merely overweight? This feels like finger-wagging for the sake of finger-wagging.

It isn't. 20% body fat is 6% below average. That isn't "merely overweight", it's likely underweight. No, I don't think underweight people should take appetite suppressants and I don't think that qualifies as a hot take. I think anyone who is medically overweight (which is a very modest BMI qualifier for anyone with any amount of muscle) should have the choice. Many US medical systems and insurers agree, which is a good place to be.

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

#60

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.

Yeah, it's got that "visionary thought leader" vibe dialed up to 11. There's some interesting analysis in there, but it leans hard into the grandiosity—like he's the only one seeing the big picture while the rest of the world sleepwalks into a $100 trillion shift.
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