Ed Elson
👤 SpeakerVoice Profile Active
This person's voice can be automatically recognized across podcast episodes using AI voice matching.
Appearances Over Time
Podcast Appearances
a decent number of employees, but I don't think this is an industry we're gonna miss a lot.
My feeling is this is a healthy part.
It's like, I don't think we need more CVSs or bank branches in Manhattan.
I'm ready for a lot of those to go out of business.
And I don't think we need nearly as much fast food.
Now, some people would argue you're being an elitist, there's food deserts, it's cheap calories.
And eating healthy is really expensive.
But I can't imagine, and we've talked about this before, I just think GLP-1s are going to be so massively accretive.
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?
The latest trillion-dollar company is in San Francisco, New York, or wherever, London.
It's in Indianapolis.
Yeah, that's great.
And GLP-1 drugs have gone from $1,000 a month to somewhere between $250 and $500.
I think they're going to be sub-$100.
And if you can do a GLP-1 at sub-$100 a month, I would argue you're probably going to save money.