The Information

The Information’s 411 — Airbnb in China

By Tom Dotan · May 19, 2017 12:50pm PDT · 1 comment

Alfred talks about Spotify's losses and its unusual path to going public. Juro explains how Airbnb is coming up against cultural challenges in China. Alfred talks about Spotify's losses and its unusual path to going public. Juro explains how...

The Information’s 411 — Snap Analogies and Judgments

By Tom Dotan · May 12, 2017 12:37pm PDT

Amir talks about turnover in Uber's litigation team and he and Tom discuss Snap's earnings call. Plus Martin compares Evan's Yahoo-Facebook analogy to a tech moment of the past. Amir talks about turnover in Uber's litigation team and he and Tom discuss Snap's...

The Information’s 411 — Hopping from Bubble to Bubble

By Tom Dotan · May 5, 2017 4:25pm PDT

Jessica returns to the podcast to talk about the (non) relationship between Silicon Valley and DC. And Kevin talks about Google's moves in Southeast Asia and Tom's story about the future of sports media. Jessica returns to the podcast to talk about the (non) relationship between Silicon Valley and...

The Information’s 411 — News is the News

By Tom Dotan · Apr 28, 2017 4:54pm PDT

The Information’s 411 — News is the News

By Tom Dotan · Apr 28, 2017 4:54pm PDT

Eugene talks about Dropbox's enterprise ambitions. Cory and Tom recap the New York subscriber summit. Eugene talks about Dropbox's enterprise ambitions. Cory and Tom recap the New York...

The Information’s 411 — F8 of the Furious App Developers

By Tom Dotan · Apr 21, 2017 1:45pm PDT

Alfred talks about the rise and implications of "mini IPOs." Cory shares his thoughts from this year's Facebook developer conference. Alfred talks about the rise and implications of "mini IPOs." Cory shares his thoughts...

The Information’s 411 — Facebook’s Teen Teams

By Tom Dotan · Apr 14, 2017 2:10pm PDT

Reed talks about the lax sexual harassment rules covering VC relationships with entrepreneurs. Cory and Tom discuss the Facebook and Snapchat feature wars. Reed talks about the lax sexual harassment rules covering VC relationships with entrepreneurs....

The Information’s 411 — Facebook’s Opening Kimono

By Tom Dotan · Apr 7, 2017 3:30pm PDT

Cory and Tom talk about Facebook's decision to give advertisers a little more data on campaigns. Then they discuss whether digital media companies are overvalued and what their exit strategies might be. Cory and Tom talk about Facebook's decision to give advertisers a little more data on...

The Information’s 411 — Uber is a Declawed Bear

By Tom Dotan · Mar 31, 2017 1:55pm PDT · 1 comment

The Information’s 411 — Uber is a Declawed Bear

By Tom Dotan · Mar 31, 2017 1:55pm PDT · 1 comment

Amir breaks down all the problems at Uber, including the Waymo lawsuit and employees' lack of confidence in Travis. Juro discusses why Baidu is faltering. Amir breaks down all the problems at Uber, including the Waymo lawsuit and employees' lack...

The Information’s 411 — Airbnb’s Tiny Homes

By Tom Dotan · Mar 24, 2017 3:13pm PDT

Cory talks about Airbnb and Alphabet's ideas about investing in prefab homes. Kevin explores the most popular skills for the Amazon Echo. Cory talks about Airbnb and Alphabet's ideas about investing in prefab homes. Kevin explores...

The Information’s 411 — Burnt-out Shadows

By Tom Dotan · Mar 17, 2017 12:59pm PDT · 1 comment

Eugene makes his debut on the show to talk about Jeff Bezos' new "shadow." And Reed explores why Google makes employees waive their right to sue over workplace pornography. Eugene makes his debut on the show to talk about Jeff Bezos' new "shadow." And...

The Information’s 411 — The Softer Side of Facebook

By Tom Dotan · Mar 10, 2017 3:43pm PST

Alfred talks about why some early investors in Fitbit held on too long after the company went public and what that could foretell for Snap's investors. Cory explains how Facebook is trying to fix Instant Articles to get publishers back on board. And Sam plugs his new podcast series Modest Conversations. Alfred talks about why some early investors in Fitbit held on too long after the company went...

The Information’s 411 — Alexa’s Call Centers

By Tom Dotan · Mar 3, 2017 12:00pm PST

The Information’s 411 — Alexa’s Call Centers

By Tom Dotan · Mar 3, 2017 12:00pm PST

Reed talks with Kevin about Amazon's plans to use Alexa to manage call centers. Tom phones in to give his thoughts on the Snap IPO. Reed talks with Kevin about Amazon's plans to use Alexa to manage call centers. Tom phones...

The Information’s 411 — The Bots Aren’t Good

By Tom Dotan · Feb 24, 2017 11:52am PST

Cory talks about why Facebook is betting on a new scaled-down version of M for Messenger. And Tom gives details on the private high school in Mountain View that's going to cash in on the Snap IPO. Cory talks about why Facebook is betting on a new scaled-down version of M for Messenger. And Tom...

The Information’s 411 — Trump is an Influencer

By Tom Dotan · Feb 10, 2017 2:49pm PST

Amir and Tom talk about why Google bends over backwards for Snap, what transportation startups are on the rise and why Trump doesn't help Twitter. Amir and Tom talk about why Google bends over backwards for Snap, what transportation startups...

The Information’s 411 — Snap’s Lumpiness

By Tom Dotan · Feb 3, 2017 2:44pm PST

Tom and Reed go deep on Snap's IPO filing and debate whether it has a growth problem, why it's pitching itself as a camera company, and if it makes sense to keep pursuing hardware. Tom and Reed go deep on Snap's IPO filing and debate whether it has a growth problem, why...

The Information’s 411 — Outsider Boards

By Tom Dotan · Jan 27, 2017 10:34am PST

The Information’s 411 — Outsider Boards

By Tom Dotan · Jan 27, 2017 10:34am PST

Reed and Tom discuss what Dropcam co-founder Greg Duffy could be doing at Apple. And they explain why it's significant that Snap's board is dominated by people outside tech. Reed and Tom discuss what Dropcam co-founder Greg Duffy could be doing at Apple. And they explain...

The Information’s 411 — Full Stack Travel

By Tom Dotan · Jan 20, 2017 11:10am PST

Cory and Tom talk about Airbnb's organizational structure and what's really behind Mark Zuckerberg's Facebook PR push. Cory and Tom talk about Airbnb's organizational structure and what's really behind Mark...

The Information’s 411 — On the Contrary

By Tom Dotan · Jan 13, 2017 3:29pm PST

Cory discusses Peter Thiel's contrarianism. Amir and Tom talk about Lyft's losses, Washio's folly and the future of on- demand companies. Cory discusses Peter Thiel's contrarianism. Amir and Tom talk about Lyft's losses,...

The Information’s 411 — Choir Preaching

By Tom Dotan · Jan 6, 2017 1:28pm PST

Reed gives his thoughts so far from CES. Jessica explains why some in tech say they've lost faith in the ad business—but she argues they haven't embraced the obvious solution. Reed gives his thoughts so far from CES. Jessica explains why some in tech say they've lost...

The Information’s 411 — 2016: Deal or No Deal

By Tom Dotan · Dec 23, 2016 3:00pm PST

The Information’s 411 — 2016: Deal or No Deal

By Tom Dotan · Dec 23, 2016 3:00pm PST

Jessica, Tom and Reed wrap up 2016 with their take on why we named Evan Spiegel won our Person of 2017, Peter Thiel's grand plans, whether Twitter will finally sell next year, and more. Jessica, Tom and Reed wrap up 2016 with their take on why we named Evan Spiegel won our Person of...