Wild Downstream Effects of GLP-1 use
- Michael Beiter

- Jan 27
- 2 min read
The future is weird in a very specific way.
Investment Banking Firm Jefferies ran the numbers and said: if GLP-1 weight loss drugs get widely used and the average airline passenger becomes ~10% lighter, the fuel savings could boost U.S. airlines’ earnings per share by as much as 4%.
So yeah… your appetite might end up affecting airline margins.
This is what I mean when I say health isn’t just “before and after photos.” It’s a giant systems-level lever. A small change in average bodyweight—scaled across millions of people, thousands of flights, tons of fuel—turns into real money.
A few thoughts, in my lane:
GLP-1s are not “cheating.” They’re a tool. For a lot of people they meaningfully reduce suffering, noise, and obsession around food. That matters.
But the goal isn’t just “weigh less.” The goal is to live better in your body. If you’re losing weight fast without protecting muscle, strength, and basic nutrition… you’re paying for it later.
If you’re on a GLP-1 (or thinking about it), the boring fundamentals become even more important: lift weights, prioritize protein, keep moving, sleep like it’s your job, and work with a legit medical professional.
Also: I’m not sure we’re ready for the next wave of second-order effects. Less weight changes more than fuel costs. It changes joints. Blood sugar. Energy. Confidence. Clothing. Seats. Injury rates. And yeah—apparently—airline EPS.
Anyway. Imagine telling someone in 2010: “A weight-loss medication might move the stock price of airlines.” They’d think you were nuts.
And yet… here we are.
To the haters who refuse peptides flat out, what if the very tool you despise as 'a short cut' in health paid for you to retire ten years earlier because of the wealth it created. Is that short cut worth it?



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