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LLYNVDABULLISHCore thesis · 5/5

Eli Lilly leads AI-driven human software revolution

Eli Lilly was framed as the primary beneficiary of a structural shift toward 'human software' and peptides, leveraging cash flow from GLP-1s and AI partnerships to build a massive healthcare moat.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE