GLP-1s Are a Bigger Business Than AI

In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with Zach Reitano, co-founder and CEO of Ro, for his first long-form podcast in nine years. Zach argues the central flaw in American healthcare is that the patient isn't the customer, and that where patients pay directly, costs fall and care improves: once drugmakers sold GLP-1s direct, prices dropped from $1,300 to $149. They cover why healthcare should be a far larger share of GDP, why he expects half of Americans to take a GLP-1, his case for judging technology by outcomes rather than inputs, from driverless cars to medicine, and how his father, a doctor, shaped his own aggressive health regimen. Zach also explains how Ro markets into stigma with Serena Williams and Megan Fox, and walks through the 2022 refounding that took a stalled company to a $3 billion run rate with fewer people. It's a candid look at where healthcare is headed and who it should serve. #ZachReitano #InvestLikeTheBest #Ro #Healthcare #GLP1 #DigitalHealth #Telehealth #HealthcareAI #Startups #Entrepreneurship Timestamps: 00:00:00 Welcome to Invest Like the Best 00:00:34 How Much Should We Spend on Health? 00:04:59 The Patient Is Not the Customer 00:10:24 Inside Ro's Business 00:18:28 The Future of GLP-1s 00:25:46 Jobs Over Lives 00:30:02 The Turnaround 00:47:43 Where Healthcare Goes Next 00:51:55 Pitch Me on a GLP-1 01:00:27 Recreating His Dad in Software 01:06:33 Marketing Into Stigma 01:19:06 Zach's Hottest Take 01:20:58 The Kindest Thing Anyone Has Done for Zach Presented by Ramp: https://ramp.com/invest Sponsored by Vanta, WorkOS, Rogo, and Ridgeline: https://www.vanta.com/invest https://workos.com/ https://rogo.ai/invest https://www.ridgelineapps.com/ ****** Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc

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