Invest Like the Best with Patrick O'Shaughnessy
Description
My guest today is Zach Reitano, the co-founder and CEO of Ro, the country’s leading provider of GLP-1s. In four years, Ro has grown from a $250 million run rate to over $3 billion, with fewer people than it had in 2021.
The heart of our conversation is what he sees as the central flaw in American healthcare, which is that the patient is not the customer. He points to GLP-1s and LASIK as examples of what’s possible when patients pay directly, and he thinks AI could bring healthcare down to the price of a Netflix subscription.
But to capture that opportunity, Zach first had to rebuild Ro's culture around high performance and a big heart. It shows in the stories Ro shares from people like Serena Williams, which help patients get past the stigma of seeking treatment. The inspiration behind it all is his father, a doctor whose care Zach wants to recreate in software.
Please enjoy my conversation with Zach Reitano.
For the full show notes, transcript, and links to mentioned content, check out the episode page here.
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Editing and post-production work for this episode was provided by The Podcast Consultant.
Timestamps:
(00:01:35) Why Healthcare Spending Should Rise
(00:05:39) Putting Patients in Control
(00:10:37) Inside Ro's GLP-1 Business
(00:16:29) How GLP-1s Could Reshape Society
(00:23:15) The Hidden Cost of Protecting Jobs
(00:28:35) Rebuilding a Zombie Company
(00:36:33) What Drove Ro's 10x Growth
(00:43:49) Where Healthcare Goes Next
(00:46:27) Zach's Personal Health Stack
(00:54:07) Finding the Work You Were Born For
(01:00:15) Ro's Consumer Playbook
(01:04:39) Breaking Medical Taboos
(01:12:54) The Kindest Thing