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Chapter 1: What challenges do businesses face with multiple apps?
Support for the show comes from Odoo. Running a business takes everything you've got. And a lot of the tools out there that are supposed to make your life easier just aren't great talking to each other. And that means you end up having to toggle between a dozen different apps and services just to keep the lights on. Enough of that.
Now there's Odoo, the all-in-one fully integrated platform that might actually help you get it all done. Thousands of businesses have made the switch. So why not you? Try Odoo for free at Odoo.com. That's O-D-O-O dot com.
Support for this show comes from Odoo. Running a business is hard enough, so why make it harder with a dozen different apps that don't talk to each other? Introducing Odoo. It's the only business software you'll ever need. It's an all-in-one, fully integrated platform that makes your work easier. CRM, accounting, inventory, e-commerce and more. And the best part?
Odoo replaces multiple expensive platforms for a fraction of the cost. That's why over thousands of businesses have made the switch. So why not you? Try Odoo for free at Odoo.com. That's O-D-O-O dot com. When it comes to home improvement, even the most experienced DIYer has a limit. I'm not going to come in here with the blowtorch and get it hot and solder and put the copper pipes.
I'm not doing it. I called a very nice man to handle it. When to call the experts and when to do it yourself. That's this week on Explain It To Me. Find new episodes Sundays wherever you get your podcasts.
I'm Scott Galloway, and this is No Mercy, No Malice. The most transformative technology with the greatest asymmetric upside isn't ChatGPT-5, but GLP-1s. The Wait, as read by George Hahn. God, I'm sick of talking about SpaceX. More impressive than the Falcon Heavy rocket, and it is impressive, is Elon Inc. 's ability to manufacture scarcity.
Getting the NASDAQ to waive requirements applied to every company until now so he can force index funds to purchase shares aims a demand cannon of $75 billion at a business with a small float. The result is a price that in no way reflects the underlying value. But I digress. This isn't an investment, but a trade. So where to invest?
The technology with the greater asymmetric upside as well as the clearest path to transforming the economy and the well-being of more than 200 million Americans isn't Falcon 9 boosters or GPT-5, but GLP-1s. U.S. obesity rates have tripled over the last 60 years.
Our instincts, developed over hundreds of thousands of years when food was scarce, haven't kept pace with industrial production, so we gorge. Obesity is a comorbidity for 200-plus chronic diseases, the central node in a network of poor health outcomes. The total bill for national health expenditures, including public and private spending, is $5.3 trillion.
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Chapter 2: How do GLP-1 medications impact obesity treatment?
The share of apparel exchanges where shoppers size down has risen for three consecutive years, hitting a 14% high among online retailers. Adults who use GLP-1s consume 21% fewer calories and spend nearly a third less on groceries on average. Meanwhile, 59% of Americans say they'd be more likely to visit restaurants that serve flexible, customizable, or innovative portion size options.
And that goes up to 73% among GLP-1 users. The same report noted that 13% of restaurant operators have listed items that appeal to GLP-1 users, higher protein and or fiber, and 42% say they're considering such additions. there will be downstream effects. A significant decline in fast food revenue will accelerate closures across the industry's 200,000-plus U.S.
locations, destabilizing commercial real estate markets and threatening the livelihoods of the 4 million people who work in the sector. Apparel brands that built supply chains around stable sizes and predictable returns will have to adjust to hit a moving target, America's shrinking waistline. The AI narrative has turned negative.
Energy costs are up, jobs are supposedly going away, relationships are going virtual, and if the technology advances as promised, it presents a threat to humanity. The GLP-1 story offers something Silicon Valley used to produce in abundance, a hopeful vision of the future. Every American knows people who struggle with their weight.
We all know someone who has a chance to live longer, do more, and feel better about themselves because of GLP-1s. A nation's greatness isn't measured in GDP, but in the quality of life its citizens enjoy. For the first time in decades, American innovation is adding years to lives, not just zeros to valuations. The question isn't whether GLP-1s will change the U.S. They already have.
The question... is whether we'll be stupid enough to ration the change. Life is so rich.
Formula One, so hot right now. It's like if traders in succession had a baby on wheels. Teams lying. Drivers beefing. Celebrities everywhere. And scandals. Lots of scandals. So we made a show about it, the Red Flags podcast, where we recap races and break down all the latest F1 headlines. But no nerdy tech talk. We only cover the stuff you'll want to hear about.
Yeah, and the only thing hotter than the drivers are our takes. And now we're doing it on Vox. Oh, we're so legit now. We're basically thought leaders. TED Talk incoming. And we do a podcast with Gunter Steiner called Venka Hours. I still can't believe that's true. Well, believe it. There is so much for the beautiful Vox Media audience to enjoy.
So come check out the Red Flax podcast every Monday on YouTube or wherever you get your podcasts.
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