David Vogt
US IT hardware analyst at UBS who covers Apple and the broader hardware supply chain, offering analysis of iPhone, Mac demand, supply dynamics, and corporate strategy.
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May 1, 2026 • 38min
Musk v Altman Takeaways, Apple’s iPhone Revenue Surge, Shopify’s Increased Fintech Ambitions
Meredith Mazzilli, e-commerce and fintech reporter, explains Shopify’s push for nationwide money‑transmitter licenses. Gary Marcus, AI author and NYU professor emeritus, dissects the Musk‑Altman trial, AI agent risks, and why models hallucinate. David Vogt, UBS hardware analyst, breaks down Apple’s iPhone rebound, supply wins in memory, and shifting CEO priorities.
