Dr. Alexander Wissner-Gross

Imagine bringing back every human who's ever lived.

So I'll field that one.

I think the argument goes that the GLP-1s are...

ultimately healthspan drugs, human healthspan drugs.

And so what we're seeing here in some sense on a single chart is a race between whether there is more revenue in enabling human actors, human labor to be economically productive in the economy through increased healthspan on the one side,

or whether capital is more efficiently and effectively invested in AI labor on the other side.

And I think the outcome of these two respective curves determines whether the future light cone of our economy is ultimately dominated by AI, something that resembles AI or something that resembles biological humans.

I agree.

And I also think when we speak about longevity escape velocity, which I do think is likely for the record, perhaps sometime by the early 2030s, if not earlier, I do think that the GLP-1 drug class and everything it evolves into over time, if I had to guess what is the likeliest way that LEV plays out, it is probably the GLP-1 class.

And I think the economy is reflecting that.

If you look at companies that are worth almost a trillion or worth more than a trillion,

either right now or expected to be publicly traded in the near-term future, there are only a handful.

You've got a few AI companies, you have SpaceX, OpenAI, Anthropic, and then you have Eli Lilly, which has been publicly traded for a long time, but is either already at a trillion or about to cross a trillion on its present trajectory.

And I think that's the market speaking very clearly that longevity drugs and AI are the obvious industries of the future.

Yeah, agreed.

I almost think we're asking the wrong question here.

I would like to reframe it, because I think the question behind the question here is, what will AI feel like to consumers by mid-2028?

Yes, it's fair.

And I think the past six months of industry history have taught us consumers are not actually great customers for AI, at least not state-of-the-art AI.

OpenAI, infamously at this point, tried to turn consumers into power users for reasoning models and failed, and has had to pivot over to enterprise.