Top two GLP-1 drugs already outearn OpenAI and Anthropic combined
adam_dorr · x · 2026-10-11
RethinkX researcher Adam Dorr shared a chart (adapted from Social Capital) showing that although AI dominates attention, revenue-wise the top two GLP-1 weight-loss drugs already outearn OpenAI and Anthropic combined.
His argument: markets are fundamentally missing the "Health Optimizer Therapy" (HOT) disruption. In his view it is enormous in scale, just getting started, and most people still fail to see or recognize its significance.
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