Two GLP-1 drugs outearn OpenAI and Anthropic 2-to-1, a case for AI-driven R&D
Afinetheorem · x · 2026-10-13
Ben Todd highlights a striking data point: in 2025, the two biggest GLP-1 drugs generated roughly 2x the combined revenue of OpenAI and Anthropic. He frames it as an illustration of the value of R&D — if AI can help discover just one or two blockbuster drugs, that revenue would dwarf what coding agents bring in today.
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