The Prof G Pod with Scott Galloway No Mercy / No Malice: America’s Best Bet
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Oct 25, 2025 The discussion opens with a provocative thesis: America is betting big on AI. However, a compelling argument surfaces that GLP-1 drugs might offer greater health and economic benefits. Scott explores the staggering costs of obesity and how the healthcare system profits from it. He explains the mechanisms of GLP-1s while addressing their limited uptake. A fascinating comparison highlights that biological solutions could impact the economy more significantly than AI. The episode wraps by emphasizing the need for policy changes that integrate these drugs with lifestyle shifts.
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Obesity Is America's Biggest Economic Threat
- Obesity is the largest chronic health and economic threat in the U.S., far outweighing incremental tech gains from AI.
- GLP-1 drugs can dramatically reduce weight and health costs, offering larger macroeconomic upside than AI investment alone.
Scale And Cost Of The Obesity Crisis
- Over 100 million American adults struggle with obesity and its projected costs could exceed $20 trillion by 2060.
- Obesity already costs roughly $400 billion a year in medical bills and lost productivity according to major institutes.
The Obesity Monetization Loop
- The food, hospital, and pharma industries profit from and perpetuate obesity through ultra-processed foods and chronic-care monetization.
- These industries have effectively turned disease into a revenue stream, rewarding consumption then treatment.