Forget Nvidia and SpaceX. This 150-Year-Old Indiana Company Could Become the World’s Largest in 5 Years
Jordi Visser argues Eli Lilly's AI infrastructure, proprietary metabolic data, and GLP-1 drugs could make it the world's largest company within 5 years. Lilly's 150 years of proprietary metabolic disease data creates an AI moat that no general model trained on public information
Jordi Visser argues Eli Lilly's AI infrastructure, proprietary metabolic data, and GLP-1 drugs could make it the world's largest company within 5 years.
Lilly's 150 years of proprietary metabolic disease data creates an AI moat that no general model trained on public information can replicate.
The market still prices Lilly as a pharma stock, but a rerating as an AI-powered drug discovery platform could unlock significant valuation upside.
It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)
For most investors, the race to become the world's most valuable company feels like a contest between Nvidia ( NASDAQ:NVDA ) and a handful of AI-first businesses. Yet a growing number of investors are starting to think the biggest AI winner may be a company emerging from industries already possessing something harder to build than a large language model -- proprietary data accumulated over decades.
That is the argument investor Jordi Visser recently laid out on The Pomp Podcast. His view is that the biggest AI winner will be a company in Indiana that has been around since the 19th century: Eli Lilly ( NYSE:LLY ). The pharmaceutical giant won't outcompete Nvidia selling chips. Rather, Lilly has a credible path to becoming the world's largest company within five years because it sits at the intersection of artificial intelligence, proprietary healthcare data, and blockbuster obesity and diabetes treatments.
Most investors think of Lilly as a pharma riding the success of GLP-1 drugs such as Mounjaro and Zepbound. Those products have already transformed the company's financial profile, helping push its market capitalization to $1.08 trillion.
Visser's thesis goes further. He points to several AI initiatives that make Lilly look less like a traditional drugmaker and more like a large-scale AI application company:
