Noom CEO: Geoff Cook
Notes de l’épisode
Geoff Cook, CEO of Noom, started microdosing GLP-1 to put himself in the user's shoes. Noom's combined behavior-change-plus-medication GLP-1 programs are now 70% of revenue.
He joins Kyriakos Eleftheriou, CEO of Terra API, to talk about the $500 million Meet Group exit, why most people regain the weight in 18 months, why he wouldn't be surprised if Oura and Whoop start prescribing, why a closed loop is hard for the frontier labs to copy, and a peptide market he'd call a multi-billion-dollar black market.
0:00 I Started Microdosing GLP-1
1:39 The $500M Exit — Then Breakfast Made Him CEO
4:17 Why He Ignores Every Banker-Led Deal
6:15 The Only App Where More Screen Time Makes You Healthier
8:52 70% of Noom's Revenue Now Comes From GLP-1 Programs
11:34 Most People Regain All the Weight in 18 Months
15:57 Noom's Next Target After Weight Loss
20:08 I Wouldn't Be Surprised If Oura and Whoop Start Prescribing
22:58 AI Will Know Things About Your Body No Doctor Could
25:06 Why the Frontier Labs Can't Copy This
27:35 Every Noom Coach Now Has an AI Ghostwriter
29:04 You Only Get Paid If the Biomarkers Move
36:10 The One Peptide Noom Sells Besides GLP-1s
38:20 Peptides Are a Multi-Billion-Dollar Black Market
44:14 You're About to Enter a Golden Age of Health