Morning Brew Daily
Google's AI Leapfrogs its Rivals & Trump-Mamdani Tackle Affordability?
24 Nov 2025
Chapter 1: What is the main topic discussed in this episode?
Good morning, Brew Daily Show. I'm Yael Freiman. And I'm Toby Howell. Today, how a weight loss drug helped Eli Lilly make history.
Then how Google went from afterthought to alpha in the AI race. It's Monday, November 24th. Let's ride.
Good morning and welcome back to the week, a short week for Thanksgiving. Random acts of kindness, holding the door for someone, leaving a kind note on a stranger's car.
Chapter 2: How did Google surpass Microsoft in market value?
They give you this warm, fuzzy feeling. But what drives people to do them? According to new research, Batman. Psychologists in Milan ran an experiment on the city's subway systems to study pro-social behavior, or the act of helping others.
In one scenario, they had a woman appearing pregnant enter a subway car alongside an observer and counted how many people gave up their train seat for this woman. In the second scenario, they added a dark night twist. As the woman came on board the train, a man dressed as Batman entered from another door. The difference was stark.
In the presence of Batman, 67% of passengers offered up their seats, but only 38% did in the control experiment. Toby, what is going on here?
It makes me think Batman needs to be in our podcast studio and just looming over us, prompting us to act and behave better. It's tempting to think that people were afraid that Batman will beat them up and pursue justice if they didn't give up their seats. But in reality, it just shows the power of introducing something weird into people's daily lives.
If you jolt people from their routines, they will engage in more pro-social behavior where you're more likely to help those around you due to the presence of an unexpected event. Case in point, 44% of people who offered their seats didn't even notice Batman was there, showing it can often just be a subconscious thing. However, I do want to give Batman some credit.
People associate superheroes with things like gender roles and chivalrous help, so gotta give some credit to the Dark Knight where credit is due. And now a word from our sponsor, U.S. Bank. For anything like Neil and me, you've created a detailed, color-coded budget to keep you on track this holiday shopping season.
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Chapter 3: What recent advancements has Google made in AI technology?
opened a drugstore in Indianapolis that would later become a globe-spanning pharma giant with 50,000 employees worldwide. Lilly has hit pay dirt with blockbuster drugs in the past, including the earliest polio vaccine, insulin and Prozac, but growth has gone into overdrive as it's dominated the weight loss revolution.
A lot of credit has to go to CEO Dave Ricks, who President Trump called one of the hottest people in the world of business, not about his looks, but about his ability to create shareholder value. When Ricks joined in 2017, the company's market cap was $81 billion. It's surged by more than $900 billion in value since then. Toby, Lilly might be the most successful Hoosier since Larry Bird.
Dave Ricks is crushing it, and also Eli Lilly is kind of becoming a cultural touchpoint as well. I mean, they sponsor the Indiana Fever. They have this huge president in Indianapolis, so it makes sense. So they're on Caitlin Clark's jersey. He was recently spoofed on SNL, which is kind of a cultural marker. He's been on a podcast tour.
So all of a sudden, this very non-sexy industry of pharma is— is going to the White House and getting meetings with President Trump, like tech CEOs do. They are a trillion-dollar company after starting south of $100 billion when he first took over. So pretty remarkable rise. One of the interesting things about ELA's journey to a trillion dollars is that They didn't do COVID vaccines either.
During the pandemic, Lilly kind of missed the boat when it came to it. Companies like Pfizer and Moderna doubled down on it and absolutely ripped during the pandemic. They have been mired in a post-COVID slump ever since then. Eli Lilly mined the fertile waters of the GLP-1 craze, and they have done much better long-term.
So what looked like a misstep at the time has turned out to be a blessing in disguise.
Well, it was interesting also about Eli Lilly. If you thought of them in the past decade or so, the thing that came to mind was insulin prices. Because over two decades, Lilly raised the sticker price of Humalog, which is its popular insulin, by more than 1,000%. And this drew a ton of backlash. In 2023, after this huge public outcry, they cut their sticker price of Humalog.
But it was this whole drama that this was what Eli Lilly was known for was, you know, gouging people with their insulin. And now it's become something different. It's helping people lose a lot of weight because they just happened upon this. I mean, of course, it was years in development, but they have it upon tears of peptide with Manjaro. And, uh, Zep bound. And Zep bound.
So, you know, they're absolutely crushing it.
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