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GLP-1 drugs: An economic disruptor? (2024)


While Silicon Valley obsesses over AI, a weight-loss drug is quietly becoming the biggest economic disruptor since the internet. Here's why your job, investments, and future depend on understanding it

When companies like Google see their healthcare costs drop by $12,000 per employee annually and productivity increase by 25%, we observe a restructuring of corporate America that makes remote work a minor adjustment. A movie theater chain recently analyzed their user data and discovered that 72% of their profits came from concessions, primarily from impulse purchases made by people who swore they "wouldn't buy anything." Five major casinos are redesigning their floor plans, shrinking restaurant and bar space by 35% and expanding wellness spas and medical tourism facilities.

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