top of page


Beyond the $100B Obesity Thesis: Decoding Incretins (GLP-1s) as Multi-Indication Longevity Infrastructure
The Valuation Re-Frame: From Consumer Diet Drug to Sovereign Infrastructure
Behind closed doors in institutional roundtables and private family office briefings, a fundamental valuation shift has occurred. The early narrative—dominated by direct-to-consumer weight-loss telehealth, consumer hype, and simple scale metrics—has run its course. Institutional allocators are now evaluating incretin receptor agonists through a far more rigorous lens: multi-systemic geroprotective pl
3 min read


The Fitness Industry’s Longevity Moment
Movement as Infrastructure, Not a Service Category Movement is the most powerful longevity intervention we have. The question is whether the industry — and the people it serves — will treat it that way. In 1989, I stood in front of my first aerobics class in a Stockholm gym. The music was too loud, the choreography was questionable, and the students were visibly reconsidering their life choices. At least I had the sense to keep showing up.
9 min read
bottom of page




