GLP-1

12 statements across 8 episodes · 6 bullish · 2 bearish · 5 people on the record · first statement Oct 20, 2023 by Chamath Palihapitiya · said 2 times in 1 episodes since 2024 · across every show →

Mentions by year

brought up most by David Friedberg (2)

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2024 2 mentions in 1 episode

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Everything said about GLP-1, oldest first

Oct 20, 2023 bearish
Opinion
Chamath: Shorting healthcare companies disrupted by GLP-1 is a safe trade
“These trades are so overextended that you can probably pretty be pretty safe on the other side.”
Chamath Palihapitiya Oct 20, 2023 ▶ 1:22:00 E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
Dec 29, 2023 bullish
Prediction Not checkable as stated
Chamath: GLP-1 drugs like semaglutide are here to stay and transformational
“And I think these semiglutide GLP ones are here to stay. They're transformational on society.”
Chamath Palihapitiya Dec 29, 2023 ▶ 47:44 E159: The Bestie Awards! Recapping the best and worst of 2023
Oct 8, 2024 neutral
Assertion Not checkable as stated
Science does not yet fully understand GLP-1's secondary metabolic effects
“What we don't even fully understand yet though, David, which is interesting is, is that there are primary effects of GLP-I. Certainly we can reproduce like in a test tube or a cell system, but then there's a whole myriad of other probably secondary effects bec…”
Dave Ricks Oct 8, 2024 ▶ 22:19 Dave Ricks, CEO of Eli Lilly | The All-In Interview
Oct 8, 2024
Assertion Supported
Ricks: Native GLP-1 has a half-life of minutes in medicine
“When you give it in its native form as a medicine, it has a half-life of like minutes.”
Dave Ricks Oct 8, 2024 ▶ 16:27 Dave Ricks, CEO of Eli Lilly | The All-In Interview
Oct 25, 2024 bearish
Prediction Didn’t hold up
Chamath: Starbucks sales will decline as GLP-1 drug adoption grows
“And I think if you start to graph the adoption of GLP ones pervasively in America to the drop in same store sales, I think as GLP one adoption goes up, same store sales will continue to go down.”
Chamath Palihapitiya Oct 25, 2024 ▶ 1:26:53 Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
Feb 10, 2025 neutral
Insight
Friedberg: Diet and weightlifting benefits may outweigh GLP-1 drugs
“If you increase protein in your diet and do more weightlifting, You're actually going to see very good health benefits from just doing those things that may actually outweigh the benefits you get from being on the GLP.”
David Friedberg Feb 10, 2025 ▶ 4:32 Science Corner with David Friedberg: GLP-1 Study Shows Encouraging Results
Feb 10, 2025 positive
Disclosure
Friedberg would consider GLP-1 drugs for himself due to anti-inflammatory benefits
“I would consider it, and I would consider it for myself too, just for the anti-inflammatory effects.”
David Friedberg Feb 10, 2025 ▶ 4:10 Science Corner with David Friedberg: GLP-1 Study Shows Encouraging Results
Sep 29, 2025 bullish
Disclosure
Eli Lilly is starting trials for a brain-focused GLP-1 targeting mental health
“So we are now, right now, starting studies in bipolar disorder and major depressive disorder, along with these addictive hedonic pathways where you're sort of self-medicating and with a new GLP one, a different one, that probably, that has a little less weight…”
Dave Ricks Sep 29, 2025 ▶ 19:47 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Sep 29, 2025 neutral
Prediction Held up
Dave Ricks predicts competitor's GLP-1 dementia study likely won't be positive
“Our competitor is going to read out a study in a few months on dementia risk. It probably won't be positive. That's my guess, but it will probably be in the right direction.”
Dave Ricks Sep 29, 2025 ▶ 17:08 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Sep 29, 2025 bullish
Prediction Not checkable as stated
Dave Ricks: Low-dose GLP-1s could eventually be used to extend healthspan
“I think we're going to get to a point. We're taking pretty low doses for most people, say over 60, 58. It's not a terrible idea. It may help you live longer.”
Dave Ricks Sep 29, 2025 ▶ 17:24 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Jan 15, 2026 positive
Prediction Partly held up
Makary predicts GLP-1 drug starter pricing will drop to $149
“With the GLP-I example, for example, it's gonna come down to a 149 dollars for the first three months.”
Dr. Marty Makary Jan 15, 2026 ▶ 1:00:41 Supercharging a New FDA: Marty Makary on Science, Power & Patients
Mar 26, 2026 positive
Prediction Not checkable as stated
Bryan Johnson: GLP-1s and plasmid therapies will drive major longevity shifts
“In the future, like, I think we'll look back and we'll see GLP ones as the first big drop. Like what I can just inject myself and like it solves hunger and totally. Yeah. And then the second will probably be something like new limit or one of these Fox, one of…”
Bryan Johnson Mar 26, 2026 ▶ 33:24 Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like
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