Neal Freiman

They have a little more mojo in this weight loss race right now.

Well, Novo is going to say their pill is more effective.

According to a study, the Wagovi pill showed about 16.6% weight loss on average in a late stage trial compared to about 12% on average for Eli Lilly's pill.

And then Lilly's going to push back and say, hey, we're more convenient because this pill can, as I mentioned, can be taken at any time of day without any restrictions on food and water.

Meanwhile, the Wagovi pill has to be taken first thing in the morning on

an empty stomach with only a few ounces of water.

Yeah, he can.

ignore them.

But the fact is that vehicle sales still account for about three quarters of Tesla's revenue as of 2025.

So as he gets into robo taxis, as he gets to humanoid robots like Optimus, he needs to fund all of those projects, which are extremely expensive with money that's coming in from vehicle sales and car sales are down across the board.

We should just zoom out.

It is not a good time to be selling electric vehicles right now.

Well, maybe in the past month it has been, but since that $7,500 tax credit got rolled back, U.S.

electric vehicle sales were down 28% in the first three months of 2026.

So whether you're Tesla or your legacy automaker sells EVs, it's just not a good time right now.

but Tesla does seem to be like backing itself into its own corner because it only is going to have three models moving forward.

It's going to have the model three, the model Y and the cyber truck, which sells basically, you know, nothing compared to those other two models because it's going to sunset its model S and model X, which are its luxury brands.

And it's,

Soon it's going to be bringing a new one into the fold, perhaps, which is the cyber cab.

That's not even going to have a steering wheel.