Chamath Palihapitiya

I mean, I'm shocked.

I can't wait.

When you starve your body, when you turn off the appetite, which is the GLP-1 agonist function, normally your body goes into this kind of mode of starvation, and you have this process by which your body tries to generate energy from your existing cells.

And because muscle is much denser than fat, you can have a favoring of muscle tissue being kind of broken up over fat tissue.

But what this new agonist, this glucagon agonist they put into this retritrutide is it favors fat burning over muscle burning.

And so that actually can drive short-term use at low dose for people to cut weight and maintain muscle and get ripped.

And so that's why a lot of people in the kind of fitness community are talking about

hey, I want to get access to this and get on it for a while.

So you'll see a lot more hype probably in that community as well as all the health effects.

On November of 2025, Lilly cut a deal with the Trump administration.

I saw this to drop the price on trizepatide pretty significantly.

I think it's like 50 bucks on Medicare.

Yeah, which is a pretty cheap price point.

But it starts to make sense.

As you think about the portfolio of Lilly products, you get Terzepa Tide for 50 bucks.

But if you want to upgrade, get the Reta True Tide, that's the high premium product.

And that's where they're going to start to make all this money.

That'll be the Mercedes to the Honda.

I'm sure if I'm Lilly and I'm sitting there and I'm looking at this data coming out, I'm like, my God, people will pay for this.

And that starts to become sort of like the upgrade to the BMW or the Model S Plaid, if you will.