The Information's TITV Uber-Waabi Robotaxi Partnership, Apple’s High Growth, OpenAI vs Anthropic Debate | Jan 30, 2026
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Jan 30, 2026 
Amy Dockser Marcus, health and science reporter exploring fertility and reproduction in space. Martin Peers, editorial analyst who breaks down AI industry strategy. Raquel Urtasun, Waabi CEO building self-driving trucks and robotaxis with a major Uber tie-up. Gil Luria, tech analyst on Apple, memory markets, and semiconductors. They discuss Waabi’s $1B raise and 25,000 robotaxis, Apple’s booming iPhone and memory crunch, the OpenAI vs Anthropic rivalry, and space fertility research.
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Apple’s Strong Quarter Masks Next-Year Risks
- Apple posted a spectacular quarter with iPhone revenue up 23%, its best in years.
- Investors worry about memory-price inflation and a tough year‑over‑year comp next cycle which could pressure growth.
GPU-Led Memory Crunch Hits Devices Too
- Memory demand from datacenter GPUs is driving an unprecedented price squeeze.
- Apple and NVIDIA are the biggest memory buyers, creating cost pressure that may force price pass-through or margin cuts.
Prepare For Higher iPhone Prices
- Expect Apple to pass at least some memory cost increases onto consumers rather than fully absorb them.
- Watch for higher-priced models (e.g., a possible foldable iPhone) to raise ASPs and offset component inflation.