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

About this episode

The episode discusses Apple's iPhone rebound, insights from the Musk v. Altman trial, and Shopify's fintech ambitions.

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/

People in this episode

Host: Rocket Drew

Guests: David Vogt, Gary Marcus, Meredith Mazzilli

Topics covered

• Apple iPhone revenue
• Musk v Altman trial
• autonomous AI agents
• Shopify fintech ambitions
• CEO transition

Keywords

• Apple
• iPhone
• Shopify
• fintech
• Musk
• Altman
• AI
• trial
• UBS

Mentioned in this episode

Organizations: Apple, Shopify, UBS

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