Podcast
The Information’s 411 — Bear Case
Stephen and Martin talk about their conversation with Janus Global Technology Fund and why they think the private tech markets are overpriced. Then Tom and Martin argue about whether there's consumer demand for more digital video.
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Tom Dotan joined the Information in 2014 covering the media, advertising and streaming video businesses. He is based in San Francisco and can be found on Twitter at @cityofthetown.