GLP-1s outearn OpenAI and Anthropic combined as Eli Lilly hits $1T

zebird0 · x · 2026-11-06

Founder zebird0 argues GLP-1s are the biggest market opportunity outside AI: Ozempic and Zepbound made more money last year than OpenAI and Anthropic, and Eli Lilly became the first $1T pharma company. Chart estimates 2026 GLP-1 revenue at $89B vs $70B for OpenAI+Anthropic.

Related event: Ex-a16z Speedrun Founder Raises $6M for Nasal Spray GLP-1 Startup(2 posts)→

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