Impact on Shopify's relationship with Stripe

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

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