All-In

Daniel Ek

Spotify passed 700 million active users and 300 million premium subscribers; Daniel Ek became executive chairman January 1 and returned to building.Neko's $499 unit-economic-positive visit combines 53 blood markers, 6,000 images and clinician review in roughly an hour.Over 100,000 scans found serious, previously undiagnosed conditions in roughly 1% of members; population outcomes and budget effects remain unresolved.

Dave Ricks

Lilly’s GLP-1 franchise reflects an 18-year compounding bet, with tirzepatide reaching $8.1 billion in Q2 revenue and roughly 20 million prescription users globally as the opportunity expands beyond weight loss.Lilly cut its direct price to $499 and expects an oral drug next year, but reimbursement, patent expiry, R&D funding, biotech distress, and conditional brain-health applications remain key variables.

Mark Cuban × Tucker Carlson

Cost Plus Drugs exposes extreme pricing gaps by publishing drug costs, adding 15%, and charging $5 each for shipping and pharmacist review, with customers reporting $21 bills instead of $900-$2,000 quotes.PBM formularies control access for more than 180 million people and can block manufacturers from supplying Cost Plus, while the ACA subsidy cliff could raise premiums for 12.5 million people, making transparency, reform, and political execution key risks to monitor.