In short, he thinks the GLP-1 inhibitors are allowing the body to access the calories stored in fat, and this is what causes people to (want to) eat less.
There’s an interesting mouse study of genetically altered mice (so called “transgenic” mice) where some took a drug and some did not, but they kept the calorie intake the same for both groups. Even though EATING THE SAME CALORIES, the mice taking the drug lost more weight. Why? Gary theorizes it’s because the drug provided access to the calories stored in fat, whereas the other mice could not access those calories.
As an aside, I think this is why some people can lose X pounds quickly (say X = 100 pounds), while it takes others a very long to never time to lose that weight. I think the latter have broken something that prevents the body from accessing the fat in the fat cells. I think hormones have a lot to do with this, including “insulin resistance” (by the hormone insulin), but this could vary a lot by person. For instance, menopausal women aren’t the same as men as far as hormones are concerned. I have no proof for this, other than it makes logical sense to me.