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Jared Holz

๐Ÿ‘ค Speaker
40 total appearances

Appearances Over Time

Podcast Appearances

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

And then the pricing again is $150 a month, roughly.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

So I think on one hand, you can say, okay, well, this is an incredible first step they've taken.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

but the the financials behind it are not as impressive um and then for lily or for glipron i believe will come

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

Sometime in the second quarter, maybe the pricing is a little bit better.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

I think the street's very enthusiastic and intrigued by what happens when Lilly enters the market, not only for them, but for the entire space.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

And so I think there's probably a faction in the market that sees Novo as the first mover, but Lilly the winner eventually.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

That's pretty much exactly what's happened on the injectable side.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

I agree.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

I think it's unbelievable what's happened to the company and to the stock to sit here four years, four or five years out and see the stock basically where it was trading five years ago and almost 10 years ago.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

I mean, we're almost at a decade low.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

Part of me feels like they would have been better off going in a different direction altogether.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

and not even pursuing obesity if this is where we knew they would come out over the long term.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

Right.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

Right.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

And so, yes, I share the same feeling.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

I think it's wild to kind of consider.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

And then on the other hand, you've got Eli Lilly that that's a trillion dollar market cap company gaining 90 or so, maybe even more than that, 90 billion just today.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

It's fascinating, truly.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

So, yes, I agree.

Prof G Markets
Google Doubles Down on Spending as AI Fear Returns

Anytime, thanks.

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