whatstheofficerproblem

Jeffries analyst says United Airline would save $80M/year due to GLP-1 if the average passenger weight falls by 10 pounds. Less weight and load leading to less fuel consumption.

This is good, we're decreasing carbon footprint, a step in the right direction for humanity. Damn it, now this ruins it. Higher life expectancy will cancel out the loss in carbon footprint and the poles will keep melting and we will all cease because of a flood.

I see, this is what I read before making the initial comment.

I don't ever recall brushing my teeth to keep them healthy, I do so to keep them clean and there is an aftertaste in the mouth after waking up anyways and after a day of eating (irrespective of food quantity) I would want my mouth cleaned from all the residue, so brushing is kind of a refresh button. To me this doesn't seem like a case for less toothpaste sales, but your point is totally valid. I would be worried if I ran a Sweets Business or a Dentist Clinic.

Sell-side 'analysts' are losing it again. Barclays downgraded Colgate on fears of disruption from GLP-1. Didn't know Mounjaro makes you wanna brush less, bath less and clean your house less. Maybe people shit less which should lead to a decrease in toilet paper sales, but us civilized folk use bidets anyways so I can't speak for them.

GLP-1 also has tailwinds from hollywood and bodybuilders. Workout supplement industry is expected to reach $24B by 2027. Bodybuilders, at least the competing and professional ones have used anabolics to rapidly grow muscle but at the end of the day starve themselves before competition to look their leanest. GLP could benefit heavily, in fact there is already active discussion about GLP-1 in the space. My thoughts are instead of anabolics and they can use regular testosterone instead pair it with GLP-1 to reach a single digit bodyfat, not restrict too many calories and have enough protein to replicate the same shredded look. Since muscle size is rarely relevant but what is graded is the overall body aesthetic, I can see the above industries Spek mentioned along with Caffeine industry, energy drinks and the muscle building supplement industry to bask in the glory and ride the tailwinds of this drug.

Speaking of doctors, another use case I see for GLP-1 is Pregnancy! Women in general gain a lot of weight during pregnancy, and I think GLP-1 is a viable post pregnancy option. If some here is an OB-GYN, do you know if this angle is being explored yet?

I don't know if its the wording, but this sounds like music to my ears. I am framing this. That is because doctors know the line between abuse and use, they know how to squeeze this thing effectively, such is their profession. But interesting data point nonetheless, I'm gonna call some doctors I know to see if they have something interesting.

Agree with this. Definitely scope for premiumization. But I also think low end fast foods will benefit if this becomes generic ten years from now. Affordable weight loss = More affordable fast calorie intake (Not holding back on cravings). Is there any research as to after how long the effect of GLP suppressing appetite/cravings wears off?

https://www.nbcnews.com/business/consumer/ozempic-drug-users-are-buying-less-food-walmart-says-rcna119000 I was talking in reference to this data from Walmart. They used an anonymized test from the people buying GLP-1 in their pharmacies and then shopping. And even in their case, there is cause to believe that GLP is expensive as is so they are budgeting the rest of their spend, or that since they have already started GLP this is an effort toward a healthy lifestyle i.e. less junk or calories in general, or just inflation.

Here's what I'm starting to think. The reason why Walmart and all these other firms think that 'Ozempic' is causing its users to spend less is suspect. Literally ~2% or less than that is on these drugs at the moment. They seem to conflating inflation, shrinkflation and 'Ozempic effects ' imo. These things work, there is no doubt about it, but how are they able to identify and provide such 'headlines' when the userbase is so small. People are buying less because costs have gone up, quantity shrunk and they are just being more conscious about how they spend their money?

I think the case is the other way around. I trust the more than 5000 years of culinary evolution and instincts. Humans were put on this planet to eat, now if I as an ozempic user start to feel no urge to consume the fastfood menu, since I have a glp anyways, I would do so. GLPs are basically a shortcut to weight loss, and whenever humanity gets shortcuts, we abuse it. I expect this to be nothing different. For this to truly take effect the drug must become generic and cheap so that it is easily accessible to the common public.

I don't think so. I for one am not a fan of Indira and neither do I take any offence to their views on Indira. It is not the same when they very openly talk about balkanizing the country.

How long till OpenAI values itself at more and more money? Raising money at $90B!? Is the reason they're mostly doing private raises because they know that once the company goes public, given the burn on the balance sheet, such lofty valuations would be impossible? I don't know what to say here, this most definitely is the top. But then again, OpenAI is a blackswan.

For all the folk in the 'What are you drinking' thread, this is probably going to remind you of college.

Oban 14 has always costed $65-$70 even in Total Wines where I'm from. Maybe it's a region thing?

LOL.. Pierre literally turned a blind eye to a known terrorist even after Indian authorities warned him, the consequence of that was the 1985 Air India bombing. Terry Milewski was probably the only reporter who covered these 'Khalistan' forces, before the Canadians opened their eyes, they were already in bed with them. What is even more f'ed up is CNN and other media literally calling a known terrorist an activist. God save Canada, then again, I doubt he can do much at this point.

Shots fired . Charles Wesley Godwin, in my opinion is the recent underrated artist I have come across. Seneca Creek is a beautiful song.

Well folks, if it looks, sounds and acts like a dud, it probably is. https://www.nature.com/articles/d41586-023-02585-7 https://www.forbes.com/sites/alexknapp/2023/08/18/the-rise-and-fall-of-the-would-be-superconductor-that-transfixed-the-internet/?sh=4a4b7dce3662 Modern academia is probably one of the worst things to have happened to science. It is today nothing but a D measuring contest on who is more 'intellectual' than the other. This being from South Korea, from day 1 have said to people who asked me about LK-99 that this is bearing a nasty resemblance to the Hwang Scandal. Innovations as essential as a superconductor don't just pop up one day all of a sudden, takes decades of trial and error.

https://www.outlookindia.com/business/apple-airpods-to-be-made-in-india-at-foxconn-hyderabad-factory-news-310877 "Foxconn has approved an investment of USD 400 million for Hyderabad plant which is expected to begin mass production by December 2024" "Foxconn Hyderabad factory will make AirPods. The factory is expected to begin mass production by December" My Hometown is changing.

Gents, I must admit, when I first saw the title of the song I was thinking "Who the hell goes to Michigan for the winter!?", but the writing and the music convey what the artist was trying to say here in a very beautiful manner, one of the very uniquely written songs I have come across in recent times. Looks like it is time for me to go to Michigan this winter. I'm going to Michigan for the winter 'Tween the dark and the light of the sky and the snow Most people go south for the weather But I just wanna be alone While I'm waiting out your memory Girl, the only place that I'm supposed to be Is sittin' in a chair with a Bible or a beer 'Til my heart don't hurt no more I'm going to Michigan for the winter

Agreed. I think he was trying to place on emphasis on exploiting welfare, but that isn't really possible without grouping them together and bashing them. That part of the song raised eyebrows for sure, also agree with the food part, when I first came to this country I remember trying to eat healthy, cost me upwards of ~$6/meal minimum and this was peak inflation, eggs were like $20/60eggs, McDonald's Chicken burger was literally 2 for $1.99, guess what, I put on ~60lbs. Slowly losing it now but I get your point.