Topics & People

A financing round in which a company sells shares at a lower price than its previous valuation.

A cloud collaboration service that acts as a programmable database and spreadsheet, noted as being underwater on its valuation.

CEO of AirTable who reached out to correct the hosts' previous statements about the company's valuation.

A pricing model where a contractor is paid for all of its allowed expenses to a set limit plus additional payment to allow for a profit, which discourages cost-saving innovation.

The pursuit of outstanding capability, success, and individual merit, championed as essential for American success.

Cholesterol-lowering drugs used as a historical comparison for the massive rollout of GLP-1s.

Dialysis provider facing business disruption due to the health improvements caused by GLP-1 drugs.

Company producing continuous glucose monitoring devices, negatively impacted by GLP-1 adoption.

An investment strategy involving the simultaneous purchase and sale of distinct securities, used to play the GLP-1 market.

A multinational investment bank avoiding full cloud transitions due to high-frequency latency concerns.

Cheaper, unbranded versions of pharmaceuticals, anticipated for GLP-1s due to supply shortages.

A triple agonist weight loss drug noted for severe appetite suppression.