Toby Howell

The fact that it is something that you can just take that easily is going to mean that we're entering a new wave of how many people are gonna be taking these GLP-1 class of drugs.

My dog of the week is Tesla because just when you thought things couldn't get any worse for the EV company, they did.

Tesla delivered just 358,000 EVs globally in the first quarter of the year, missing analysts' expectations by about 14,000 and lagging production by a hefty margin.

The automaker produced a record 50,000 extra vehicles in the first quarter that are now gathering dust on lots.

As any inventory-heavy business knows, you want to closely match supply and demand, but that 50,000 number is the largest gap between production and sales in Tesla's entire history.

We know EV demand is falling, as it has been for multiple quarters now, but what should make Tesla execs quake in their Cybertrucks is that the push for more affordable models hasn't moved the needle.

Stripped down versions of the popular Model Y and Model 3 finally arrived back in October, but the sub $40,000 price point hasn't convinced buyers to show up.

Neil, the U.S.

is entering a new era for EV demand now that federal incentives have dried up.

And even though Elon mostly ignores car sales these days to focus on robo taxis, AI and robotics, it's still shocking to see Tesla sales nosedive like this.

And if you're a Tesla stan, you might be thinking, uh-oh, there's a new shiny IPO coming in town.

Apparently, as it reports, Elon is eyeing an valuation of over $2 trillion for the SpaceX mega IPO, which we already talked about earlier this week when it was looking like it was going to debut at $1.75 trillion.

$2 trillion is by far the biggest IPO of all time.

All right, let's run to the finish with some final headlines.

OpenAI just bought another company, but this one has nothing to do with AI, but everything to do with how AI is perceived.

The ChatGPT maker scooped up TBPN, the Silicon Valley talk show hosted by Jordy Hayes and John Coogan that's become required viewing for tech bros since launching in late 2024.

OpenAI paid in the low hundreds of millions of dollars for the 11-person company that is pulling in about 70,000 viewers a day and is on pace for around $30 million in revenue this year.

Hayes and Coogan have carved out a niche sitting down with Zuckerberg, Altman, and seemingly every founder who's announced a round recently.

They've built this aura around the show in tech circles, which OpenAI no doubt wants to capitalize on given the bad vibes around AI recently.

Altman posted on Next saying he doesn't expect TBPN to go easy on OpenAI, promising the show will maintain its editorial independence, but clearly he wants to figure out how to better present his company to the world and just bought TBPN to help.