A new generation of peptide therapeutics is about to compress decades of metabolic-disease progression into a handful of years. The downstream effects ripple far past pharma — into food, cardiovascular care, longevity, fertility, and how the next century thinks about willpower itself.

This thesis is being written. The short version: a new generation of peptide therapeutics — retatrutide, tirzepatide, and what comes after them — is about to compress decades of metabolic-disease progression into a handful of years.

We expect the downstream effects to ripple far past pharma: into food systems, cardiovascular care, longevity, fertility, and how the next century thinks about willpower itself. We are placing early bets on the picks-and-shovels companies that make this future legible, deliverable, and affordable.

Check back soon — the full essay drops with the next quarterly letter.