GLP-1 drugs out-earn OpenAI and Anthropic combined, but the gap is closing fast
zebird0 · x · 2026-11-12
Patrick O'Shaughnessy notes the two drugs behind Ozempic and Mounjaro did $71B in 2025 revenue vs $18B for OpenAI + Anthropic combined.
The gap is narrowing quickly: through September this year, the two AI labs hit $56B against GLP-1's $70B, nearly catching up. Quoter zebird0 adds "a rising tide lifts all boats."
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