Episode
The New Economy: AI Builds It, GLP-1s Shrink It | Ep 994
- Podcast
- Group Chat
- Published
- Mar 12, 2026
- Duration seconds
- 2838
- Processing state
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Summary
It is a special midweek drop and the group chat is packed. This episode covers the forces quietly reshaping the economy right now — from AI slashing business costs overnight, to GLP-1 drugs gutting the snack industry, to private credit markets showing their first real cracks. The guys break down what is actually happening beneath the headlines, why sports viewership is at an all-time high, which consumer brands are quietly hitting $10 billion, and why the stock market may be setting up for a violent rally. No fluff, no filler — just the conversations happening in every serious group chat right now. Topics Covered This Episode: 1. AI Is Replacing Your Entire Software Stack How using Claude cut one company's AWS bill from $9,500 a month down to a projected $500 — and what that means for every business owner still paying for legacy SaaS tools. Plus: Lovable jumps from a $300M to $400M run rate in a single month, and Anthropic adds $6 billion in run rate in two months. The AI economy is not coming — it is already here. 2. The GLP-1 Effect Is Hitting Corporate Earnings Campbell Soup's snack division dropped 6% in a single quarter with no obvious explanation other than 30 million Americans now on GLP-1 medications. The guys explore the downstream ripple effects — grocery aisles, fast food, supplement brands, and what retailers like Kroger do when people simply stop snacking. 3. Private Credit Is Cracking Blackstone, Blue Owl, and Cliffwater are all facing record redemption requests after two major auto suppliers backed by private credit funds went under. Is this an economy problem, a bad-lending problem, or a panic problem? The guys break it all down and explain why it matters even if you have never heard of private credit. 4. Sports Is on an Unprecedented Run Every sport —…