Anti-Aging - The Business & Opportunity
December 9th 2025
For most people, “longevity” still means mouse papers, billionaire labs, and biohackers injecting themselves with things their doctor has never heard of. Last week’s edition showed that’s outdated. Aging now has a playbook, clear biological levers, early human data, and serious capital. It’s becoming programmable enough to feel less like science fiction and more like a new branch of healthcare.
But biology is only half the story. The other half is where everything gets real: Who builds the products? Who pays for them? Who captures the margins? Who gets left behind? And what happens to work, pensions, geopolitics, and inequality if you can reliably tack 5–10 healthy years onto midlife?
That’s what this part is for. We’ll map the value chain, look at the bottlenecks that actually matter for timelines, sketch who’s structurally set up to win or lose, and end with something practical: how to work in longevity, not just read about it.
If you want the distilled version, you can download the Anti-Aging Deep Dive Summary at the end of this email - a concise brief you can save, share, or use as a reference for the years ahead.
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