Prof G Markets Can a GLP-1 Pill Revive Novo Nordisk?
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Jan 7, 2026 
Alex Heath, a tech journalist and host of the ACCESS podcast, dives into CES trends with insights on NVIDIA's dominance in AI and robotics. Jared Holtz, a healthcare equity strategist at Mizuho, discusses Novo Nordisk's new oral GLP-1 pill, Wegovy, exploring its market potential and competitive landscape. They analyze pricing strategies, mixed efficacy data, and how this new form could revolutionize GLP-1 adoption by overcoming needle phobia. The conversation highlights the dynamic interplay between tech and healthcare innovation.
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NVIDIA’s Vertical Projects Are Strategic Labs
- NVIDIA uses vertical projects like autonomy and robotics as learning flywheels to improve core GPU products.
- Alex Heath says they aim to gather data and inform chip design rather than run large autonomy businesses themselves.
CES Shows Lots Of Wearables And Vaporware Robots
- Alex Heath recounts CES trends: AI wearables, rings, glasses, and robotics demos dominate booths and hotel meetings.
- He describes many robotics demos as vaporware until they appear in real-world deployments.
Talent, Not Tech, Drives Some Big Deals
- Big tech increasingly does reverse acqui-hires to capture top talent rather than core IP.
- Alex Heath reported NVIDIA moved fast to buy Grok mainly for its people and inference know-how.