LLMs and GLP-1s both scaled to their size via novel structured finance, argues investor

abhiadesai · x · 2026-11-12

Investor Andrew Ziperski makes a counterintuitive observation: the two most important technologies in recent memory, LLMs and GLP-1s, both exist at their sheer scale because of novel approaches to structured finance rather than plain product revenue. He suspects this won't stay lost on most people for much longer.

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