Exclusive: Starcloud in Talks for $2.2 Billion Valuation as SpaceX Stirs Interest Get the full story — save 25%

The Information
Sign in
Subscribe

    Data Tools

    • About Pro
    • The Executives Leading the Data Center Race
    • The Next GPs 2026
    • The Next GPs 2025
    • The Rising Stars of AI Research
    • Leaders of the AI Shopping Revolution
    • Enterprise Software Startup Takeover List
    • Org Charts
    • The Information 50 2025
    • Generative AI Takeover List
    • Generative AI Database
    • AI Chip Database
    • AI Data Center Database
    • Tech IPO Tracker
    • Tech Sentiment Tracker
    • Gigafactory Database

    Special Projects

    • The Information 50 Database
    • VC Diversity Index
    • Enterprise Tech Powerlist
  • Org Charts
  • Tech
  • Finance
  • Weekend
  • Charts
  • Events
  • TITV
    • Directory

      Search, find and engage with others who are serious about tech and business.

    • Forum

      Follow and be a part of discussions about tech, finance and media.

    • Brand Partnerships

      Premium advertising opportunities for brands

    • Group Subscriptions

      Team access to our exclusive tech news

    • Newsletters

      Journalists who break and shape the news, in your inbox

    • Video

      Catch up on conversations with global leaders in tech, media and finance

    • Partner Content

      Explore our recent partner collaborations

      XFacebookLinkedInThreadsInstagram
    • Help & Support
    • RSS Feed
    • Careers
  • About Pro
  • The Executives Leading the Data Center Race
  • The Next GPs 2026
  • The Next GPs 2025
  • The Rising Stars of AI Research
  • Leaders of the AI Shopping Revolution
  • Enterprise Software Startup Takeover List
  • Org Charts
  • The Information 50 2025
  • Generative AI Takeover List
  • Generative AI Database
  • AI Chip Database
  • AI Data Center Database
  • Tech IPO Tracker
  • Tech Sentiment Tracker
  • Gigafactory Database

SPECIAL PROJECTS

  • The Information 50 Database
  • VC Diversity Index
  • Enterprise Tech Powerlist
Deep Research
TITV
Tech
Finance
Weekend
Charts
Events
Newsletters
  • Directory

    Search, find and engage with others who are serious about tech and business.

  • Forum

    Follow and be a part of discussions about tech, finance and media.

  • Brand Partnerships

    Premium advertising opportunities for brands

  • Group Subscriptions

    Team access to our exclusive tech news

  • Newsletters

    Journalists who break and shape the news, in your inbox

  • Video

    Catch up on conversations with global leaders in tech, media and finance

  • Partner Content

    Explore our recent partner collaborations

Subscribe
  • Sign in
  • Search
  • Opinion
  • Venture Capital
  • Artificial Intelligence
  • Startups
  • Market Research
    XFacebookLinkedInThreadsInstagram
  • Help & Support
  • RSS Feed
  • Careers

In-depth insights in seconds. Ask Deep Research.

Musk v Altman Takeaways, Apple’s iPhone Revenue Surge, Shopify’s Increased Fintech Ambitions

May 1, 2026

Episode Description

UBS IT Hardware Analyst David Vogt talks with Rocket Drew about Apple's iPhone rebound in China and the upcoming CEO transition to John Ternus. We also talk with UBS’ Gary Marcus about his takeaways from the first week of the Musk v. Altman trial and the dangers of autonomous AI agents, and we get into Shopify's move to obtain nationwide money transmitter licenses with Senior Editor Meredith Mazzilli.

Articles discussed on this episode:

https://www.theinformation.com/articles/shopify-seeks-licenses-push-deeper-fintech

Subscribe:

YouTube: https://www.youtube.com/@theinformation

The Information: https://www.theinformation.com/subscribe_h

Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Follow us:

X: https://x.com/theinformation

IG: https://www.instagram.com/theinformation/

TikTok: https://www.tiktok.com/@titv.theinformation

LinkedIn: https://www.linkedin.com/company/theinformation/

Every weekday at 10am pt / 1pm et

Sponsored by