Social Capital: GLP-1 Duopoly Revenue ~2x OpenAI and Anthropic Combined
FinanceYF5 · x · 2026-10-12
Quoting Social Capital's data post: in 2025, the two biggest GLP-1 drugs generated roughly 2x the combined revenue of OpenAI and Anthropic. The author reiterates that while attention is fixed on AI, GLP-1 has quietly become the larger commercial wave, with impact reaching well beyond weight loss.
Related event: Top GLP-1 Drugs Out-Earn OpenAI and Anthropic Combined(3 posts)→
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