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Eric Potiker

Sep 3, 2026

11:56
Can you talk about what the investment implications are of this transformative
12:01
device? Up until now, trying to treat metabolic disease has been really complex.
12:09
By metabolic disease, we're talking about diabetes, but also just obesity in general.
12:15
there haven't been effective treatments.
12:17
There have been treatments that work a little bit and then treatments that work better but have significant side effects.
12:23
And GLP-1s, interestingly, have been around for over 20 years.
12:28
And the active ingredient was actually discovered in the saliva of the Gila monster.

6 MINS LATER

18:42
I think what we, We just talked about gym memberships, Eric, but what other industries do you think stand to benefit or potentially be disrupted?

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