Source: Scott Galloway
Galloway is claiming the market for semaglutide and tirzepatide will expand beyond obesity into preventive health and performance enhancement. If true, these drugs shift from niche pharmaceuticals to mass-market wellness products. The consequence: pharmaceutical companies, not fitness or nutrition brands, own the longevity category. A single drug class becomes normalized like vitamins or statins. The competition then moves to distribution and messaging control as GLP-1s become infrastructure rather than treatment.