Ed Elson

When you lose weight and you feel good about yourself,

You know, what do you know?

You want to go out and buy a new wardrobe.

So I think, you know, look, Urban Outfitters, a company I was on the board of, their stock has doubled in the last five years.

You know, you feel sexier.

I think it's going to have a bit of a baby boomlet maybe because supposedly lowering obesity rates increases the fertility of somebody.

And I think that's a fancy way of saying,

People are more down to fuck when they feel good about themselves.

It's true, right?

You feel good about yourself.

You look better naked, which, I mean, all of this adds up to a bunch of wonderful things.

New wardrobe.

I think gyms are going to boom because you want to keep the weight off.

You feel good about yourself.

I also think it's going to, in a weird way, I think the pharma companies who have doubled down on GLP-1 are going to boom.

I wonder if we're going to see a decline in antidepressants because there's a link between obesity and depression.

So, look, I'm just so excited about this technology.

But, yeah, I don't—we asked—me, one of the moments I loved at—

at Prop G was Mia went downstream and looked at the supply chain of GLP-1 about three years ago and said, there's a publicly traded company that manufactures the syringes.

And we talked about it and the stock doubled in the next three or six months.