The short answer: Eli Lilly (NYSE: LLY) is an Indianapolis drugmaker founded in 1876 and led by CEO David Ricks. Its weight-loss and diabetes drugs, including Zepbound, have made it one of the most valuable companies in the world, worth about $1.14 trillion as of October 23, 2026. Jordi Visser calls it his biggest long and predicts it will become the largest U.S. company within five years.
A company profile from The Pomp Podcast, hosted by Anthony Pompliano. Last updated: October 24, 2026.
Key takeaways
Eli Lilly (NYSE: LLY) is an Indianapolis drugmaker founded in 1876 and led by CEO David Ricks.
Its products include the diabetes drug Mounjaro and the weight-loss drug Zepbound; Ozempic is made by Novo Nordisk, not Lilly.
It was worth about $1.14 trillion on October 23, 2026, and Jordi Visser calls it his biggest long.
What is Eli Lilly?
Eli Lilly and Company was founded in 1876 and is headquartered in Indianapolis, Indiana, according to its company profile. It employs about 50,000 people, and David Ricks is CEO.
Lilly's best-known recent drugs treat diabetes and obesity. In November 2023, the FDA approved Zepbound (tirzepatide) for chronic weight management. Tirzepatide is also sold for type 2 diabetes as Mounjaro.
How big is Eli Lilly?
Lilly's market value was about $1.14 trillion at the close on October 23, 2026, according to StockAnalysis. That made it the 12th most valuable company in the world and the 10th in the U.S. by that measure. Its market value was up about 48% over the prior year.
What is Lilly TuneLab?
In September 2025, Lilly launched TuneLab, a platform that gives biotech companies access to AI drug-discovery models that Lilly trained on its own research data. On the podcast, Jordi Visser called it a "Manhattan style project" and said about 135 companies are contributing information to it. That number is his; we have not confirmed it.
What did The Pomp Podcast say about Eli Lilly?
Lilly came up on the October 24, 2026 episode with Jordi Visser, "Will Bitcoin Survive Quantum Computing? | Jordi Visser". For the full breakdown, read Jordi Visser: Eli Lilly Will Be the Biggest U.S. Company. Quotes below are from the episode, with timestamps.
When Pomp told him to take a victory lap, Jordi said:
"No, no, no, it's not a victory lap yet, until it's the biggest company in the United States of America, which I will continue to say will happen within five years."
Pomp asked: "You think it'll be bigger than Nvidia, all these guys?" Jordi answered: "Bigger than all of them."
His argument was that health care is the largest category of U.S. spending, isn't tied to the economic cycle, and stands to gain from AI drug discovery. He contrasted that with chip companies like Nvidia, which he called cyclical.
"It's one of my biggest longs. My biggest long, as of right now, is Eli Lilly."
One clarification: on the show, Jordi credited "Ozempic" for Lilly's gains. Ozempic is made by Novo Nordisk. Lilly's competing drugs are Mounjaro and Zepbound.
Every Pomp Podcast episode that discussed Eli Lilly
Eli Lilly came up in 1 recent episode of The Pomp Podcast. Each link opens the YouTube video at that moment.
Oct 24, 2026: Will Bitcoin Survive Quantum Computing? | Jordi Visser. Jordi explained why he thinks Lilly will become the largest U.S. company. Timestamps: 46:31 ("not a victory lap yet"), 46:48 (why health care), 47:56 (his biggest long), 50:36 (TuneLab).
Watch or listen to the episode
Will Bitcoin Survive Quantum Computing? | Jordi Visser, released October 24, 2026. Eli Lilly comes up at 46:31.
Opinions from guests on The Pomp Podcast are their own. Nothing on this page is a recommendation to buy or sell any security.
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Where can I follow Eli Lilly?
Lilly posts news and results on its investor site.
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Frequently asked questions
What is Eli Lilly?
Eli Lilly is a drugmaker founded in 1876 and based in Indianapolis. Its products include the diabetes drug Mounjaro and the weight-loss drug Zepbound.
Who is the CEO of Eli Lilly?
David Ricks.
How much is Eli Lilly worth?
About $1.14 trillion at the October 23, 2026 close, according to StockAnalysis.
Does Eli Lilly make Ozempic?
No. Ozempic is made by Novo Nordisk. Lilly makes Mounjaro and Zepbound, which contain tirzepatide.
What did Jordi Visser say about Eli Lilly?
On the October 24, 2026 episode, Jordi said Lilly is his biggest long and predicted it will be the biggest company in the U.S. within five years.
What is Lilly TuneLab?
TuneLab is a Lilly platform, launched in September 2025, that gives biotech companies access to AI drug-discovery models.
Sources
Last updated: October 24, 2026
Anthony Pompliano is an entrepreneur, investor, and author who serves as Chairman and CEO of Silvia, Inc (SVIA) and invests through Pomp Investments. He is the host of The Pomp Podcast, where he interviews founders, investors and economists about bitcoin, markets, AI and the economy.
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This profile is for informational purposes only and reflects reporting available as of October 24, 2026, plus opinions shared on The Pomp Podcast. It is not investment advice. Do your own research before making any investment decision.
