The GLP-1 Revolution Will Destroy Millions of Jobs
GLP-1 Is Not JUST a Weight-Loss Drug. Physiological Disruption is real.
Most consumer disruptions reallocate spending at the margins. GLP-1 reallocates biology, and spending follows. We’re already seeing the early data.
CES is all about tech… and that includes everything health tech, biotech, and digital health. I have been here since Sunday having some amazing conversations with the top leaders, and across the board the advancements we will see will disrupt life as we know it. There is some good, some bad, and some just different.
I attended a fabulous panel with PwC, a research head from UC Davis, and the SVP of Lilly Direct (Eli Lilly) yesterday and they really dug into the realization of what GLP-1 is doing across the globe to society. A major change is coming and we’ve ain’t seen nothing yet. Me… Well I went further into the consequences of GLP-1 on the workforce and the future of work, and I get into that after. But first… some of the initial consumer insights are mind boggling.
20% of households have atleast one person on GLP-1.
Households with one GLP-1 user reduce spend by roughly 4% across apparel, grocery, and travel.
That headline number understates what’s actually happening. This is straight up behavioral rewiring.
When PwC compared consumer interest in GLP-1s to the iPhone at a comparable point in its adoption curve, the difference was not incremental, and honestly it was exponential. Search interest for GLP-1s is materially higher, steeper, and more persistent.
That matters because GLP-1 isn’t changing what people buy first.
It’s changing how people feel, what they want, and how their bodies signal reward.