Theo Waite

Elon Musk reporter at The Information who covers SpaceX, Starlink, and related telecom and satellite business developments.

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Apr 6, 2026 • 31min

OpenAI’s Internal IPO Rift, SpaceX’s Uphill Starlink Mobile Battle, Silicon Valley’s Storytelling Boom

Anissa Gardizy, The Information reporter on OpenAI and cloud-spend, Theo Waite, SpaceX and Starlink reporter, and Rex Woodbury, VC and startup talent specialist. They unpack internal tensions at OpenAI over IPO timing and massive compute costs. They reveal Starlink’s surprisingly small T-Mobile deal and the scale challenge for mobile. They also explore why storytelling and brand are winning strategies for early-stage startups.

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