115:44longdirectional thesisLLY A GLP-1 maker re-rated as a longevity franchise, not a weight-loss fad: organ-wide benefits and a next-gen oral pill stretch the paying patient pool far past obesity for the class leader.
Well, I spend about half of my time in AI and half my time in longevity, right? I've written a few books there. I have a large venture fund investing tech, building companies in the space. And you're right, GLP-1, by the longevity health community, is considered really the very first longevity drug. And part of it is we know that if you are metabolically unhealthy, if you're carrying too much visceral fat, if you're carrying too much fat on your body, that shortens your life.
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48:30longdirectional thesisBABA Chinese AI keeps shipping frontier models despite the chip ban, and the market re-prices Alibaba as a leading lab rather than a hobbled one boxed in by export controls.
And Sebastian Malaby, author of The Infinity Machine and former guest of the show, published an op-ed in the New York Times outlining one possible solution to the US-China dynamic. And so we can go through this and, and try and understand Sebastian's points because he makes a— he actually went to China and talked to lab leads there to try and get their of the story and what they might be open to in terms of collaboration.
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