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3 Shifts Edition (Oct 25 2024): Retail giants’ same-day drug delivery, The 1st successful legal psychedelic, The recent slate of capable LLMs
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Hi everyone – welcome to your [AI-generated] 3 Shifts Edition.
Our first Shift looks at Amazon and Walmart’s recent expansions of their same-day prescription delivery. While Amazon made its announcement first, Walmart is the one leading the way with free medication delivery for Walmart+ members, in conjunction with grocery orders.
Next, J&J’s FDA-approved, ketamine-derived drug Spravato will reach $1B in sales this year, growing 55% year-over-year, and could eventually reach $5B. It’s the first example of a psychedelic-based drug finding success, in a market that needs some good news.
Finally, the past couple weeks have seen new entries from Anthropic, Nvidia, and Meta in the realm of capable LLMs. This week, OpenAI looks to be falling behind. But given the pace of the industry, who knows what will happen next week.
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Enjoy.
– Tam
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