Scott Galloway

Honestly, quite frankly, I think his loss is probably the world's gain, meaning that there's competition and they're not able to sustain their kind of eustress margins. I think one of the biggest unlocks for healthcare would be if GLP-1 drugs went down to $10 a month instead of $1,000 a month. Because this is, if you look at...

If you look at the delta between $6,500 a year per capita health spend and 13,000, a lot of it is insurance, a lot of it is complexity of billing, and a lot of it is obesity. I was happy to see this, quite frankly, because I don't want to see, if Norvo Nordisk had gone, it's been cut in half. But if it had quadrupled in the last year, that just would have meant,

If you look at the delta between $6,500 a year per capita health spend and 13,000, a lot of it is insurance, a lot of it is complexity of billing, and a lot of it is obesity. I was happy to see this, quite frankly, because I don't want to see, if Norvo Nordisk had gone, it's been cut in half. But if it had quadrupled in the last year, that just would have meant,

If you look at the delta between $6,500 a year per capita health spend and 13,000, a lot of it is insurance, a lot of it is complexity of billing, and a lot of it is obesity. I was happy to see this, quite frankly, because I don't want to see, if Norvo Nordisk had gone, it's been cut in half. But if it had quadrupled in the last year, that just would have meant,

probably additional penetration, but also that they were able to figure out ways to monopolize a market where they were charging people $1,000 a month to stay on this.

probably additional penetration, but also that they were able to figure out ways to monopolize a market where they were charging people $1,000 a month to stay on this.

probably additional penetration, but also that they were able to figure out ways to monopolize a market where they were charging people $1,000 a month to stay on this.

At the end of 23, and I heard from all of these companies, I said, you do not want to be an investor in alcohol stocks, in the food industrial complex around sugary, shitty food, or in weight loss that doesn't involve GLP-1. And I had logos, including the logos of Weight Watchers. And I'm like, I don't, I...

At the end of 23, and I heard from all of these companies, I said, you do not want to be an investor in alcohol stocks, in the food industrial complex around sugary, shitty food, or in weight loss that doesn't involve GLP-1. And I had logos, including the logos of Weight Watchers. And I'm like, I don't, I...

At the end of 23, and I heard from all of these companies, I said, you do not want to be an investor in alcohol stocks, in the food industrial complex around sugary, shitty food, or in weight loss that doesn't involve GLP-1. And I had logos, including the logos of Weight Watchers. And I'm like, I don't, I...

I typically make stock bets going long, and in November of 23, my big recommendation was to go short all of these companies. My technology of the year of 2024 wasn't AI. I said that in 23, it was GLP-1. I think it's more revolutionary than AI, quite frankly. And while everyone's focused on AI, they're not looking at what America's economy is run on, it's addiction. And this is the biggest thing.

I typically make stock bets going long, and in November of 23, my big recommendation was to go short all of these companies. My technology of the year of 2024 wasn't AI. I said that in 23, it was GLP-1. I think it's more revolutionary than AI, quite frankly. And while everyone's focused on AI, they're not looking at what America's economy is run on, it's addiction. And this is the biggest thing.

I typically make stock bets going long, and in November of 23, my big recommendation was to go short all of these companies. My technology of the year of 2024 wasn't AI. I said that in 23, it was GLP-1. I think it's more revolutionary than AI, quite frankly. And while everyone's focused on AI, they're not looking at what America's economy is run on, it's addiction. And this is the biggest thing.

This is scaffolding on our primitive instincts that haven't been updated to industrial production. And Weight Watchers was just, quite frankly, shitty technology that just shouldn't be in business. I love this. This is capitalism at work.

This is scaffolding on our primitive instincts that haven't been updated to industrial production. And Weight Watchers was just, quite frankly, shitty technology that just shouldn't be in business. I love this. This is capitalism at work.

This is scaffolding on our primitive instincts that haven't been updated to industrial production. And Weight Watchers was just, quite frankly, shitty technology that just shouldn't be in business. I love this. This is capitalism at work.

This has such extraordinary potential. Who's the winner here? This is what I'm hoping. I'm hoping there's a lot of companies that make billions, but I'm hoping there aren't that many that make hundreds of billions.

This has such extraordinary potential. Who's the winner here? This is what I'm hoping. I'm hoping there's a lot of companies that make billions, but I'm hoping there aren't that many that make hundreds of billions.

This has such extraordinary potential. Who's the winner here? This is what I'm hoping. I'm hoping there's a lot of companies that make billions, but I'm hoping there aren't that many that make hundreds of billions.

Because one of the biggest detriments to society is that there aren't more industries like the airline industry or jet manufacturing or PCs, where no small number of companies are able to develop monopoly power through regulatory capture. The cost to get from Paris to New York is only $400, which is an incredible unlock for the economy and for consumers.