Sign up to receive 5 free days of our daily summary for tech news.

A new type of news publication.

Tech news you won't read elsewhere.

“The Information is, for sure, the most thoughtful / smartest tech coverage.”

Sam Altman

President, Y Combinator

“The Information lives up to its name ...”

Marc Andreessen

General Partner, Andreessen Horowitz

No subscription? You're missing out.

Join the high-powered community of tech and business leaders who rely on The Information's original news and in-depth reporting.


The Information’s 411 — Bear Case

By Tom Dotan · May 06, 2016 12:24 PM PDT

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.

You can find our RSS feed here or subscribe via iTunes and SoundCloud.