Travis Hoium

We'll get to that in a moment.

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The GLP-1 craze was started by Eli Lilly and Novo Nordisk, are really the two companies that are associated with this.

But Rachel, Novo Nordisk took a huge hit in the market, and they're actually expecting a decline in the business.

What is the story behind this?

It seems like GLP-1 should be just growing forever, but it seems like the competitive dynamics are really changing there.

There's more coming to the market over the next couple of years, too.

Again, another thing that is going to be fascinating to follow because this has been a huge growth story for a number of different companies and a lot of speculation behind some of the new GOP ones that are coming.

But yeah, like Lou said, if you're coming into a very competitive market, maybe it's not the best to be those producers which are having margin pressure, even if you have higher volume.

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For Lou Whiteman, Rachel Warren, Dan Boyd, and Christy Waterworth behind the glass, I'm Travis William.

We'll see you here tomorrow.

Well, if you're Elon Musk, that's certainly the narrative you're trying to sell.

And there really is a positive way to view the investments that Musk and team are making between these companies, right?

Which is that SpaceX, XAI, and Tesla, which by the way, just invested another two-ish billion dollars in XAI, kind of work together narratively to create some sort of- I'm sure that was an arm's length transaction.

I'm sure it was an arm length.