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SpaceXAI Exodus, OpenAI’s Apple Partnership Sours, iPhone Engineer on Apple’s Roadmap & Steve Jobs

May 15, 2026

Next Episode

BlackRock Weighs $10B Investment in SpaceX IPO, Microsoft’s GitHub Alarm, Genspark COO on AI Apps

Latest Episode

Episode Description

Elon Musk reporter Theo Wayt discusses the talent exodus at SpaceX AI and Elon Musk’s "DOGE-style" restructuring of the company. We also talk with Rocket Drew about closing statements in the Musk v. OpenAI trial as well as Co-Executive Editor Martin Peers & Jason Dean, SF Bureau Chief, about the brewing conflict between OpenAI and Apple. Lastly, we get into the future of Apple with iPhone engineer and Nest Co-founder Matt Rogers and the nuclear energy race with Jemima McEvoy.

Articles discussed on this episode:

https://www.theinformation.com/articles/trump-officials-vcs-love-nuclear-power-startups-brute-force-approach

https://www.theinformation.com/articles/openais-apple-partnership-sours

https://www.theinformation.com/articles/cerebras-shows-ipo-market-will-pay-messy-ai-math

https://www.theinformation.com/newsletters/the-briefing/cerebras-ipo-stock-pop-apple-openai-drama

https://www.theinformation.com/newsletters/dealmaker/cerebras-payday-includes-tiger-spvs

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Chapters:

00:00 - Introduction

01:13 - SpaceX AI Exodus: 50+ Exits Since Acquisition

10:17 - Musk v. OpenAI: Jury Deliberations Begin

17:53 - Cerebras IPO Pop & OpenAI’s Apple Conflict

30:06 - Early iPhone Engineer Matt Rogers on OpenAI Hardware

48:06 - Valar Atomics: The Race to Turn on Nuclear

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