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Ed Elson

👤 Speaker
11816 total appearances
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Appearances Over Time

Podcast Appearances

Prof G Markets
AI’s $400 Billion Test Is About To Begin

a decent number of employees, but I don't think this is an industry we're gonna miss a lot.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

My feeling is this is a healthy part.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

It's like, I don't think we need more CVSs or bank branches in Manhattan.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

I'm ready for a lot of those to go out of business.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

And I don't think we need nearly as much fast food.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

Now, some people would argue you're being an elitist, there's food deserts, it's cheap calories.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

And eating healthy is really expensive.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

But I can't imagine, and we've talked about this before, I just think GLP-1s are going to be so massively accretive.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

And I had the head of Lilly, I had the CEO of Lilly, which is probably the most important company in the Midwest right now, a trillion-dollar company located and headquartered in, guess, do you know where it's headquartered, Ed?

Prof G Markets
AI’s $400 Billion Test Is About To Begin

No, I don't.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

Where is it?

Prof G Markets
AI’s $400 Billion Test Is About To Begin

Indianapolis.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

I love that.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

Yeah.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

The latest trillion-dollar company is in San Francisco, New York, or wherever, London.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

It's in Indianapolis.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

Yeah, that's great.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

And GLP-1 drugs have gone from $1,000 a month to somewhere between $250 and $500.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

I think they're going to be sub-$100.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

And if you can do a GLP-1 at sub-$100 a month, I would argue you're probably going to save money.