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cover of episode How the World Went Ozempic

How the World Went Ozempic

2025/5/21
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TLDR
AI Deep Dive AI Chapters Transcript
People
A
Armin Jelnesian
D
Devin Friedman
M
Matt Keres
S
Sarah Rieger
Topics
Matt Keres: 作为Wealthsimple的产品总监，我注意到Weight Watchers破产，这主要是因为GLP-1药物改变了人们减肥的方式。Ozempic引领的趋势对世界和商业产生了巨大的影响。现在，美国和加拿大有10%的人口使用Ozempic或其他GLP-1类药物，这已经是一个相当大的比例。Eli Lilly现在是世界第15大公司，这在几年前Wegovy问世之前是不可想象的。雀巢这样的食品巨头也在推出不同的食品，以吸引那些正在服用这些药物的人，因为他们可能会减少食用高热量的食品。我认为，药物制造商可能不是这场变革的最大赢家，就像互联网时代受益的不是电信公司而是软件公司一样。我们需要关注的是，谁将真正从这场变革中受益。 Devin Friedman: 我认为我们正处于Ozempic时代，这是一种巨大的变化。Ozempic现在感觉就像是财富或阶级的象征，因为它的价格相对较高，对于普通收入者来说可能难以负担。

Deep Dive

Chapters
The podcast discusses the impact of Ozempic and similar GLP-1 drugs on weight loss, the pharmaceutical industry, and related sectors like food production. While initially met with hype, the long-term effects and the ultimate winners (drug companies or those reacting to societal shifts) remain uncertain.
  • Surveys suggest 10% of the US and Canadian population have used Ozempic or similar drugs.
  • Eli Lilly and Novo Nordisk are major players in the GLP-1 market.
  • The long-term impact on weight loss and related industries is still unclear.

Shownotes Transcript

We all know the big economic stories of the year: the trade war, the tariffs. But there’s another — even bigger? — story that hasn’t been getting the same attention: the Ozempicification of our diets, our bodies and our economy. On this week’s TLDR, we take a look at the transformation underway. Plus, economic indicators are telling one story about a potential recession; the headlines are telling another. Which one is right? And, why does it feel like everyone’s drinking less alcohol? 

This episode was hosted by Devin Friedman, business reporter Sarah Rieger and former hedgefunder Matthew Karasz, with an appearance by Armine Yanizyan, Atkinson Fellow on the Future of Workers. Follow us on other platforms, or subscribe to our weekly newsletter: linkin.bio/tldr

The TLDR Podcast is offered by Wealthsimple Media Inc. and is for informational purposes only. The content in the TLDR Podcast is not investment advice, a recommendation to buy or sell assets or securities, and does not represent the views of Wealthsimple Financial Corp or any of its other subsidiaries or affiliates. Wealthsimple Media Inc. does not endorse any third-party views referenced in this content. More information at wealthsimple.com/tldr.