GOING DIRECT: NOTES ON ELI LILLY AT A TRILLION

Summary from the TLDR newsletter

Eli Lilly became the first pharmaceutical company to hit a trillion-dollar valuation on November 21. The company recently partnered with Nvidia to build an AI supercomputer. Lilly wants to position itself as a technology company. Its CEO, Dave Ricks, recently appeared on a podcast to discuss the company's aspirations. This article presents an analysis of the discussion.