Venture Insider

Venture Insider

Home
Notes
Archive
About
The GLP-1 Second Wave — Weight Loss 2.0 Is Already Here, And It’s Oral
Three years ago, if you told a room full of Wall Street analysts that a diabetes drug would become the world’s best-selling pharmaceutical — bigger than…
4 hrs ago • Venture Insider
The Most Valuable Company in History Won’t Let You Buy a Single Share
I want to tell you about a company that just filed to go public at a valuation that would make it the largest IPO in the history of financial markets.
Mar 7 • Venture Insider
The hidden investment opportunity inside Europe's $800 billion rearmament
Six months ago, a fund manager based in Paris called me to talk about his defense exposure.
Mar 4 • Venture Insider
Why I’m Betting on Water — Not Chips — to Capitalize on the AI Bubble
Last week, I asked ChatGPT 47 questions to draft an investment memo.
Mar 3 • Venture Insider
© 2026 Product Obsession · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture