The Information's 411

By The Information

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Description

A weekly podcast brought to you by The Information, a subscription tech news site doing deep dives and investigative looks at the tech and media industries. Each episode highlights some of the major happenings in tech business world, featuring the reporters at The Information. It's interviews, analysis, and wrap-ups to help give you insights into what the biggest companies in the industry are thinking.

Episode Date
The Information's 411 — Diversity and Capital
00:27:17
Chris joins to talk about the latest release of our venture capital diversity index. Matt breaks down what user information Lyft employees and contractors can access. Cory talks about Airbnb's technical challenges ahead of its IPO.
Apr 19, 2019
The Information's 411 — Eye of the Iger
00:27:34
Priya talks about Amazon's head of HR and how she manages the company's corporate culture. Beejoli and Tom discuss Disney's big day as it previewed its streaming service for investors.
Apr 13, 2019
The Information's 411 — Snapchat is Fun Again
00:23:29
Beejoli joins to talk about Snap's new products and new image, how Disney is approaching original content for its new streaming service and the Hollywood standoff between TV writers and agencies.
Apr 05, 2019
The Information's 411 — The Cleanup Crew
00:26:39
Ashley talks about the people in Facebook's policy and comms team. Jessica Lessin talks to Jerry Cuomo, IBM's VP of Blockchain Technology about how businesses are using the tech.
Mar 29, 2019
The Information's 411 —All We Hear is Media Gaga
00:24:00
Jessica Toonkel and Beejoli Shah join to discuss all the goings on in media, including Apple's upcoming TV release, the turmoil at WarnerMedia and the outcome of Disney's acquisition of 21st Century Fox's assets.
Mar 22, 2019
Tales from the Encrypt
00:24:46
Sarah talks about Google's ad business and executive departures at Facebook as it pivots to focus on private encrypted messaging. Cory describes the growing pains faced by scooter companies.
Mar 15, 2019
The Information's 411 — Heavy Lyfting
00:55:14
Cory and Amir walk us through Lyft's filing to go public. And they talk about how CEO Logan Green reconciles his idealist visions with the realities of running a taxi business.
Mar 08, 2019
The Information's 411 — David Leaving and Richard Plexit
00:22:27
Jessica Toonkel talks about the huge day at WarnerMedia where two top executives left as the company finally integrates with AT&T. Kevin explains the reasons that companies have major cost overages with cloud providers.
Mar 01, 2019
The Information's 411 — Privacy in the Swamp
00:24:42
Ashely talks about how congress members are struggling to come up with sweeping privacy protection laws. Amir dives into Cruise, GM's self-driving technology division.
Feb 22, 2019
The Information's 411 — Sand Hill Crossroads
00:20:08
Zoë and Reed talk about Mamoon Hamid, the venture capitalist tasked with turning around Kleiner Perkins. Martin explains the math Disney and other media companies have to do as they go into the streaming business.
Feb 15, 2019
The Information's 411 — A Bumbling Ofo
00:28:31
Juro describes the rise of fall of Chinese bike rental company Ofo. Jessica speaks to IBM researcher Noam Slonim about the company's AI debate master in a preview of the IBM Think conference next week.
Feb 08, 2019
The Information's 411 — MouseFlix
00:23:43
Priya speaks with Tom about his breakdown of Disney's streaming organization. Nick talks about how Microsoft's CEO is staying away from the squabbles between Apple Facebook and Google over data privacy.
Feb 01, 2019
The Information's 411 — All That Jass
00:15:05
Kevin talks about his profile of AWS's CEO Andy Jassy
Jan 25, 2019
The Information's 411 — Quibis and Bits
00:16:24
Beejoli talks about whether Hollywood is on board with Jeffrey Katzenberg's new streaming service. Zoe gives her take on Slack and its finances in advance of the IPO.
Jan 18, 2019
The Information's 411 — Turning a CE-No into a CE-Yes
00:24:12
Cory returns from Vegas to give his take on the latest hardware trends at CES. Kevin talks about Amazon's plans to launch a game streaming service.
Jan 11, 2019
The Information’s 411 — A Bruised Apple
00:25:47
Aaron dissects Apple's warning that its first-quarter results will be lower than it expected. Priya discusses the hopes and prospects of the online grocery delivery startup Good Eggs against larger competitors.
Jan 05, 2019
The Information's 411 — Should Aulde Acquaintance Be Forgot?
00:29:49
Priya, Cory and Tom round out 2018 with the New Year's resolutions for tech's leaders and top companies.
Dec 28, 2018
The Information's 411 — The Ukraine Always Rings Twice
00:18:51
Reed and Matt talk about why Ring has been sending videos and data from Ring customers out to their offices in Ukraine and what it means about privacy policies.
Dec 22, 2018
The Information's 411 — Uber, Take The Wheel
00:28:33
Amir explains how a whistleblower at Uber warned about the problems with their self-driving cars before the deadly collision in Arizona. Priya talks about how AWS's promise to use only renewable energy for its data centers has hit some speed bumps.
Dec 14, 2018
The Information's 411 — The Last Five Years
00:36:02
Jessica talks about how the business models for news have shifted since The Information launched in 2013. Juro gives us the context behind the recent arrest of Huawei's CFO and what the move means for relations between the US and China.
Dec 07, 2018
The Information's 411 — Charlie and the CFO Factory
00:20:00
Tom talks about Mic's firesale price to Bustle and what it means for digital media. Priya talks about how Amazon seeded CFOs across the tech industry.
Dec 01, 2018
The Information's 411 — Believing, On a Jet Plane
00:23:49
Cory hosts this week and talks to Tom about Snap and how Evan Spiegel's longterm vision for the company is running up against its near-term realities. Aaron talks about how Apple is thinking about widening distribution for its TV service.
Nov 23, 2018
The Information's 411 — You're No Bitcoin Jesus
00:23:05
Jon joins to talk about the drama with Bitcoin Cash and why the SEC is stepping up its investigations of the sector. Aaron explains why Apple's margins on iPhones are going down even if the phone prices are going up.
Nov 16, 2018
The Information's 411 — Elon's Driving Ambitions
00:17:07
Amir talks about what Tesla's Autopilot can actually do, and whether the company's self-driving technology is well regarded in the industry.
Nov 09, 2018
The Information's 411 — The Feds Aren't Coming
00:21:33
Matt Drange talks about why the Northern District US Attorney's office hasn't been bringing many cases against Silicon Valley firms. Priya explains how Amazon tells workers to deal with questions about Trump.
Nov 02, 2018
The Information's 411 — Scooternomics
00:27:24
Jessica explores why there hasn't been a bigger backlash in Silicon Valley over accepting Saudi money. Cory gives an update on the scooter business.
Oct 26, 2018
The Information's 411 — IPO or Cannabust
00:23:52
Juro talks about how apps with smaller audiences could reshape the social media landscape in China. Nick talks about PAX Labs and its plans to make the public markets comfortable with its business of selling cannabis vaping devices.
Oct 19, 2018
The Information's 411 — "Wrappers Delight"
00:26:23
Wayne delves in to the world of fraudsters in China that exploit Apple's warrantee. Kevin explains Amazon's plans to build picking robots in its warehouses.
Oct 12, 2018
The Information’s 411 — Terms and Conditions Probably Apply
00:24:05
Amir dissects the report about China using hidden chips to hack American hardware. Alfred describes the terms Softbank sets when it makes big investments in startups.
Oct 05, 2018
The Information’s 411 — Unfriending Facebook
00:27:32
Jessica Toonkel talks about her profile of BuzzFeed CEO Jonah Peretti. Sarah analyzes Facebook's problems.
Sep 28, 2018
The Information’s 411 — Anti-Social, Pro-Capital
00:27:50
Reed talks about his interview with Social Capital founder Chamath Palihapitiya. Amir describes the new power dynamics at Uber.
Sep 21, 2018
The Information’s 411 — Walmart's Soldiers
00:21:34
Cory talks about how Airbnb and other tech companies try to circumvent local regulation by lobbying statehouses. Priya outlines how Walmart is trying to match up against Amazon.
Sep 14, 2018
The Information’s 411 — A Job You Could Do in Your Sleep
00:23:05
The Information’s 411 — A Job You Could Do in Your Sleep by The Information
Sep 07, 2018
The Information's 411 — Zuck's Army
00:24:03
Sarah joins to talk about Facebook's organization and why so many executives have been exiting the campus (or plan to). Kevin reveals why Alibaba has temporarily backed off on its ambitions to dominate the cloud market in the US.
Aug 31, 2018
The Information's 411 — Gadzoox!
00:32:05
Cory discusses his reporting on the troubles at construction startup Katerra. He also explains why Airbnb's rental inventory has been shifting toward year-round rentals. Amir talks about the drama at Zoox, which recently ousted its CEO.
Aug 24, 2018
The Information's 411 — Tencent's Unquiet Riot
00:22:37
Wayne talks about his feature on the culture clashes between Riot Games and its owner Tencent. Matt explains why government agencies are doing a poor job tracking accident data involving self-driving technology.
Aug 17, 2018
The Information's 411 — Amazon and the Case of the Stolen GoPros
00:24:20
Reed talks about how stolen items sold on Amazon cause havoc in the retail world. Priya explains why almost nobody is using their Echoes to buy things online.
Aug 10, 2018
The Information's 411 — The Rent is Too Damn High
00:25:02
Priya talks to Cory about why the Bay Area's high cost of living is pushing tech companies out of the area. Tom checks in with Jon Victor about the Information's new crypto newsletter.
Aug 03, 2018
The Information's 411 — The Jobs Tapes
00:32:33
Sarah and Martin explain why Facebook and Twitter's earnings set off a panic from investors, even if it wasn't warranted. Nick reflects on his interview with Steve Jobs, which took place a decade ago at the dawn of the app store.
Jul 27, 2018
The Information's 411 — Slowed Boat to China
00:27:41
Priya talks about the incremental movements toward an antitrust case against Amazon. Also we discuss why Walmart is thinking about building a competitors to Amazon Prime Video. Matt Pressberg dives into the stalled negotiations between Hollywood and China over movie releases.
Jul 20, 2018
The Information's 411 — The Best Never Vest
00:27:20
Jessica checks in from Sun Valley to give an inside look at what media moguls are talking about. Amir explains why self-driving truck technology is back in fashion. Alfred talks about why companies' delaying their IPOs could come back to haunt employees' equity.
Jul 13, 2018
The Information’s 411 — Amazon Falls Out of Fashion
00:17:02
Sarah Kuranda talks about how you may soon be talking to Google's Duplex when you dial a call center. Then Priya explains why new retail brands are choosing Instagram over Amazon and how Instagram could become a bigger player in ecommerce.
Jul 06, 2018
The Information's 411 — Apple's Bundles and Grumbles
00:15:05
Jessica Toonkel talks about Apple's plans to create a super bundle of its content and whether that will be appealing to most people. Then she and Tom talk about Snap's plans to launch a gaming platform.
Jun 29, 2018
The Information's 411 — I Can See for Last Miles and Miles
00:19:40
Amir talks about scooter mania and why the scooter share startups face a tougher regulatory climate than ride hailing companies did. Then he discusses the debate at Uber about whether equal pay guidelines have hurt its recruiting efforts.
Jun 22, 2018
The Information's 411 — TV on the Radio
00:20:29
Jessica Toonkel talks about what the media landscape will look like after ATT won a decisive victory over the DOJ and has officially acquired Time Warner. Priya recaps her interview with the CEO of Poshmark and why its built up an online fashion marketplace while eBay and Amazon have struggled.
Jun 15, 2018
The Information's 411 — You're So Vein
00:40:06
Tom interviews John Carreyrou about his new book Bad Blood, an expose about Elizabeth Holmes and her blood testing startup Theranos.
Jun 08, 2018
The Information's 411 — Org is the New Black
00:16:16
Priya grills Tom on the Netflix's org chart, who makes up the company's top R-Staff and how it distributes big decisions like greenlighting new shows across the company.
Jun 01, 2018
The Information's 411 — Oracles and Bad Omens
00:20:55
Kevin talks about how Oracle uses the specter of software audits to sell its cloud services to customers. Martin explains why Comcast's all-cash bid to buy Fox doesn't make sense.
May 25, 2018
The Information's 411 — Social to the Left of Me, Media to the Right
00:28:35
Tom and Cory talk about how Evan Spiegel rammed through Snap's disastrous redesign and the state the company is in now. Also Cory dives into the role tech money is playing in the San Francisco mayoral race.
May 18, 2018
The Information's 411 — Uber's Got 99 Problems
00:24:04
Juro talks about his story about how the ride-hailing market in Brazil turned into a proxy war between Didi and Uber. Alfred explores the bank in San Diego that's at the center of the cryptocurrency market.
May 11, 2018
The Information's 411 — Lyfted Expectations
00:26:11
On an all ride-hailing episode, Amir talks about Lyft's missed opportunities to win share from Uber. Reed discusses why neither Uber and Lyft monitor whether their drivers have dealt with recall notices.
May 04, 2018
The Information's 411 — Fulfilled by Amazon
00:24:06
Priya talks about Amazon's earnings quarter and her story on the private equity firms buying up Amazon sellers. Cory discusses the discussions between Uber and Lyft and cities over public transit.
Apr 27, 2018
The Information's 411 — A DeepMind Is a Terrible Thing to Waste
00:24:57
Kevin talks about the challenges for DeepMind as it integrated into Alphabet and the conflicts it had with Google's other AI team, Google Brain. Amir dives into the electric scooter frenzy and why these devices are running straight into a regulatory controversy.
Apr 20, 2018
The Information's 411 —Zuck Between a Swamp and a Hard Place
00:30:32
Jessica and Cory talk about Facebook's big week as Mark Zuckerberg faced questions from Congress. Sarah explained how a conman tricked a cybersecurity company to hire him as a top human resources executive.
Apr 13, 2018
The Information's 411 — The Future of Hollywood (Live from LA!)
00:52:53
At the Pack Theater in Hollywood, we talked to journalist Richard Rushfield about his industry newsletter The Ankler and whether it is better or worse to work in Hollywood now than a few decades ago. We also spoke with Tony Yacenda and Dan Perrault, creators of Netflix’s “American Vandal,” about how they turned their love for true crime documentaries into a pastiche that analyzes the lives of high schoolers today.
Apr 06, 2018
The Information's 411 — Bez Blows Top
00:20:22
Priya and Tom talk about their profile of Jeff Blackburn, one of Amazon's top executives and the one who oversees the embattled Studios division.
Mar 30, 2018
The Information's 411 — Ich Bin Ein Facebook Reporter
00:27:01
Jessica talks about how Facebook's 2007 decision to launch an open platform led to the current crisis. Serena reflects on her conversation with Shawn Carolan of Menlo Ventures and why it was a rare candid interview in Silicon Valley.
Mar 23, 2018
The Information's 411 — Why Does Siri Suck?
00:31:07
Aaron talks about the ballad of Siri within Apple and why it fell so far behind Google and Amazon. Amir talks about why self driving car technology is a long way away from being able to navigate cities.
Mar 16, 2018
The Information's 411 — Clear Eyes, Whole Foods, Can't Lose
00:27:43
Jessica runs down the reasons why media companies are investing less in tech. Priya talks about the battle between Amazon and Instacart over grocery deliveries. Tom analyzes Evan Spiegel's quixotic mission to make Snap break even.
Mar 09, 2018
The Information's 411 — Google's Apartment Plex
00:21:46
Cory talks about Google's efforts to build housing in the South Bay as it grows like a weed. Tom explains how Handy survived the on demand die off of 2015 and turned into a profitable business.
Mar 02, 2018
The Information's 411 — Berkeley Unblockchained
00:19:22
Sarah talks about UC Berkeley's student blockchain group. Priya and Aaron talk about Amazon's Alexa fund and why some startups are wary of taking money from the company.
Feb 23, 2018
The Information's 411 — Snap Decisions
00:27:40
Aaron explains about why Amazon is developing its own AI chips for Echoes and data centers. Billy Gallagher talks about his new book on Snap's messy origins and whether Evan has grown as a CEO.
Feb 16, 2018
The Information's 411 — WeChat Because WeCare
00:29:53
Hans Tung and Zara Zhang of GGV Capital join to talk about how China's tech industry is influencing Silicon Valley. Juro talks about how WeChat is embracing (and resisting) change to their business, including more advertising. Subscribe to GGV's podcast 996 on iTunes here: https://itunes.apple.com/us/podcast/996-podcast-with-ggv-capital/id1336107529?mt=2
Feb 09, 2018
The Information's 411 — Jane's (Tech) Addiction
00:18:39
Jessica talks about the logic of comparing the tech industry to the tobacco companies. And Tom talks about why BuzzFeed News might raise money from an outside investor.
Feb 02, 2018
The Information's 411 — Infinite Horizons
00:30:32
Cory talks about his profile of Airbnb's CFO Laurence Tosi and his stylistic clashes with Brian Chesky. Priya talks about Amazon Go and whether Prime has a chance to take off in India.
Jan 26, 2018
The Information's 411 — Men Overboard
00:18:24
Kevin talks about why AWS is planning to build "no-code" capabilities into its services to attract a different type of customer. Alfred calls in to talk about the problem of investors that serve on too many boards. For more information and to RSVP for our Feb 14 event in Seattle: https://events.theinformation.com/events/the-information-s-hybrid-cloud-ai-event/speakers
Jan 19, 2018
The Information's 411 — CE Mess
00:36:44
Amir and Aaron check in from CES. Jessica talks about Facebook's revamp of News Feed and why IPOs are less important in tech then they used to be. Juro explains how the deal between AT&T and Huawei fell apart.
Jan 12, 2018
The Information's 411 — It Gets the Red Out
00:20:47
In the first podcast of the new year, Kevin talks about how Amazon and Salesforce have been quietly making moves to get off Oracle. Sarah Kuranda makes her podcast debut along with Aaron Tilley to talk about the serious security flaw in Intel's chips that has affected hardware devices. And whether this reaches all the way to Intel's CEO Brian Krzanich.
Jan 05, 2018
The Information's 411 — Why Are They Mad at Tech (Live from PianoFight)
00:59:59
Tom talks to the editorial team at The Information about the biggest stories of the year: sexual harassment, Uber, and political scrutiny. Plus Cory interviews Airbnb's head of policy Chris Lehane.
Dec 22, 2017
The Information's 411 — Nextdoor's New Money
00:32:09
Cory and Serena talk about Steve Cohen's fintech investments and what Nextdoor's exit plan is after its latest round. Martin breaks down the Disney acquisition of Fox.
Dec 16, 2017
The Information's 411 — The Many Jeffs of Amazon
00:25:31
Kevin and Aaron talk about Clarifai and how the promising startup and young founder have struggled to retain executives. And Priya explains how she tackled the Amazon org chart.
Dec 08, 2017
The Information's 411 — We'll Do It Live
00:24:21
Reed discusses the culture at Google and how several top executives freely engaged in romantic relationships with their subordinates. Also Cory joins to announce our first ever live podcast taping Dec. 18 in San Francisco.
Dec 01, 2017
The Information's 411 — Meg's Work is (Finally) Done
00:27:22
Priya explains how Walmart and Amazon try to manage inventory in retails stores and what that means for Whole Foods. Kevin talks about the legacy of Meg Whitman at HP. Tom talks about how Snap's product changes will affect influencers and publishers.
Nov 24, 2017
The Information's 411 — Who is Ironman
00:28:10
Cory talks about Airbnb's cultural shift as it prepares the business for an eventual IPO. Kevin explains why Amazon Web Services is pushing into AI with "Ironman."
Nov 17, 2017
The Information's 411 — Combating the Harassment
00:25:26
Jessica talks about why a Mad Men writer left the industry after a single comment shattered her confidence. And Tom talks about Snap's third straight bad earnings and how the company moves forward.
Nov 10, 2017
The Information's 411 — Tech in the Swamp
00:31:22
Cory talks about Facebook, Twitter and Google's hearings on Capitol Hill, and why this is a big moment for tech. Priya and Tom talk about the new top programmer at Amazon Studios.
Nov 03, 2017
The Information's 411 — A Sad Spectacle
00:23:27
Reed and Tom explain how Snap way overshot their expectations for Spectacles sales. Serena talks about board rooms avoiding discussions around sexual harassment and the investigation within DFJ.
Oct 27, 2017
The Information's 411 — Containers are Commoditized
00:19:32
Kevin talks about why Docker is finally jumping on board the hottest trend in cloud technology and Cory discusses the internal deliberations at Sidewalk Labs about which city it should use as its test bed.
Oct 20, 2017
The Information's 411 — What Happens After Weinstein?
00:22:38
Jessica talks about the similarities in the power dynamics in Hollywood and Silicon Valley, leading to sexual harassment scandals in both industries. Serena breaks down the latest hurdles in the Softbank-Uber deal.
Oct 13, 2017
The Information's 411 — Turning the Page on Travis
00:29:44
Amir explains what Waymo is doing with self-driving cars in Chandler, Arizona. Cory and Reed break down the Facebook backlash as the company nears its day on Capitol Hill.
Oct 06, 2017
The Information's 411 — Masa's Comeback
00:27:50
Priya talks about why some Echo developers are upset with Amazon. Juro explains how Masa's financial wizardry and charm has made him the most powerful investor in tech.
Sep 29, 2017
The Information's 411 — Facebook Goes to Washington
00:30:05
Cory phones in from the east coast to talk about how regulators are preparing for the effect autonomous cars have on city streets. And why DC has turned against Facebook and Google.
Sep 22, 2017
The Information's 411 — Peak Bodega
00:35:35
Kevin talks about his profile of Cisco CEO Chuck Robbins and the future of the company. Amir and Tom discuss Waymo, the new Apple products and the furor around Bodega.
Sep 15, 2017
The Information's 411 — Amazon's Prime Locations
00:16:12
Priya talks about Amazon's open competition over where it will locate its second headquarters. Then Cory and Kevin discuss the future of meal delivery companies and why, in the battle over data center operating systems, Mesosphere surrendered to Kubernetes.
Sep 08, 2017
The Information's 411 — Uber, schöner Götterfunken
00:26:56
Amir explains all about the election of Uber's new CEO. And also lays out why fixing a brewing controversy regarding employee compensation will be his first order of business.
Sep 01, 2017
The Information's 411 — Quantum Leaps of Logic
00:21:58
Kevin talks about how quantum computing poses a threat to encryption. Cory dives into Opendoor and how it aims to shake up the process of selling a home.
Aug 25, 2017
The Information's 411 — Tech CEOs Seeking Councils
00:29:00
Amir and Tom talk about why some tech CEOs were late to leave Trump's business councils. Also how Lyft has gained marketshare from Uber in some cities and how Softbank's mad spending has upended tech.
Aug 18, 2017
The Information's 411 — Trouble In The Nap Pods
00:21:01
Cory talks to Serena and Reed about the two biggest dramas of the week in Silicon Valley: Benchmark vs. Kalanick and Google's culture war.
Aug 11, 2017
The Information's 411 — Depressing Share Prices
00:18:16
Alfred and Tom explain how Snap's sinking share price has a few early employees seeing big returns on their equity, while the vast majority are not. Then they talk about how online lending startup Prosper saw its valuation tumble over the last year.
Aug 04, 2017
The Information's 411 — Facebook's Appointment Viewing
00:22:13
Amir explains why Softbank's big spending on Grab could force another Uber truce. Tom and Cory talk about whether Facebook's new original video initiative will succeed.
Jul 28, 2017
The Information's 411 — Tell Me About Kubernetes
00:26:54
Kevin talks about AWS and its new potential partnerships. Tom and Reed lay out the future of AR and how the tech giants are approaching the technology.
Jul 21, 2017
The Information’s 411 — Throwing Shade in Sun Valley
00:26:22
Kevin explains how Amazon's Echo is catching up to Google Home. Jon talks about why VCs are investing in crypto currency. Plus, Amir and Tom detail what they have seen and heard in Sun Valley.
Jul 14, 2017
The Information's 411 — Liquidations and Lobsters
00:25:44
Reed talks about why Jawbone went under. Plus, Hannah discusses how VCs are trying to create more accountability in the industry and Amir breaks down how Uber is trying to fill its executive holes.
Jul 07, 2017
The Information's 411 — Going on the Record
00:23:49
Jessica and Reed discuss how the Justin Caldbeck story changed the discussion of sexual harassment in Silicon Valley.
Jun 30, 2017
The Information's 411 — Where Does Uber go from Here
00:27:45
Amir explains how Travis' flaws as a manager led to his undoing. Tom talks about Snapchat's latest map feature.
Jun 23, 2017
The Information's 411 — Often Imitated, Never Duplicated
00:27:31
Cory talks about Airbnb's customer service cost cutting. Also we play a segment of our subscriber conference call about Uber's culture crisis, led by Jessica and Amir.
Jun 16, 2017
The Information's 411 — Monetizing the Peace and Quiet
00:23:51
Sam talks about the near-term, realistic expectations for AR and VR. Kevin talks about the future of HPE.
Jun 09, 2017
The Information's 411 — "You Can't Ignore Washington"
00:26:49
Jessica talks about whether tech is effective at all in influencing the Trump administration. Amir dives into Uber's finances department and the fight for control.
Jun 02, 2017
The Information's 411 — "Softbank at the Bazaar"
00:32:30
Cory and Tom talk about Snap's growth strategy and what Mark Zuckerberg said at the Harvard commencement. Shai joins the podcast for the first time to go deep on Softbank's big spending.
May 26, 2017
The Information's 411 — "Airbnb in China"
00:20:36
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.
May 19, 2017
The Information's 411 — "Snap Analogies and Judgements"
00:27:17
Amir talks about Uber's legal team turnover and he and Tom discuss Snap's earnings call. Plus Martin offers an analogy of what Evan's Yahoo-Facebook analogy reminded him of.
May 12, 2017
The Information's 411 — Hopping from Bubble to Bubble
00:25:16
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.
May 05, 2017
The Information's 411 — "News is the News"
00:25:14
Eugene talks about Dropbox's enterprise ambitions. Cory and Tom recap the New York subscriber summit.
Apr 28, 2017
The Information's 411 — "F8 of the Furious App Developers"
00:29:23
Alfred talks about the rise and implication of "Mini IPOs." Cory shares his thoughts from this year's Facebook developer conference.
Apr 21, 2017
The Information's 411 — Facebook's Teen Teams
00:28:30
Reed talks about the lax sexual harassment rules covering VC relationships with entrepreneurs. Cory and Tom discuss the Facebook and Snapchat feature wars.
Apr 14, 2017
The Information's 411 — "Facebook's Opening Kimono"
00:24:17
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 are.
Apr 07, 2017
The Information's 411 — "Uber's a Declawed Bear"
00:26:56
Amir breaks down all the problems at Uber, including the Waymo lawsuit and employee's lack of confidence in Travis. Juro discusses why Baidu is faltering.
Mar 31, 2017
The Information's 411 — Airbnb's Tiny Homes
00:20:56
Cory talks about Airbnb and Alphabet's ideas about investing in prefab homes. Kevin explores the most popular skills for the Amazon Echo.
Mar 24, 2017
The Information's 411 — "Burnt out Shadows"
00:21:07
Eugene makes his debut on the show to talk about Jeff Bezos' new shadow. And Reed explores why Google asks employees to waive their right to sue about workplace pornography.
Mar 17, 2017
The Information's 411 — "The Softer Side of Facebook"
00:26:40
Alfred talks about why some early investors in Fitbit held too long after it went public and what that could foretell with Snap. Cory explains how Facebook is trying to fix Instant Articles to get publishers back on board. Plus, Sam plugs his new podcast series Modest Conversations.
Mar 10, 2017
The Information's 411 — Alexa's Call Centers
00:21:56
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.
Mar 03, 2017
The Information's 411 — "The Bots Aren't Good"
00:24:34
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 gonna cash in on the Snap IPO.
Feb 24, 2017
The Information's 411 — "What is Watson?"
00:22:03
Kevin explains how IBM uses Watson's consumer brand to sell to enterprises. Juro makes his first appearance on the podcast to discuss the big funding plans for Alibaba's Ant Financial as well as Huawei's narrowing profits on smartphones.
Feb 17, 2017
The Information's 411 — Trump is an Influencer
00:30:23
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.
Feb 10, 2017
The Information's 411 — "Snap's Lumpiness"
00:25:23
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.
Feb 03, 2017
The Information's 411 "Outsider Boards"
00:21:47
Reed and Tom discuss what Dropcam co-founder Greg Duffy could be doing at Apple. And explain why it's significant that Snap's board is dominated by people outside tech.
Jan 27, 2017
The Information's 411 — "Full Stack Travel"
00:23:40
Cory and Tom talk about Airbnb's organizational structure and what's really behind Mark Zuckerberg's Facebook PR push.
Jan 20, 2017
The Information's 411 — "On the Contrary"
00:29:21
Cory discusses Peter Thiel's contrarianism. Amir and Tom talk about Lyft's losses, Washio's folly and the future of on demand companies.
Jan 13, 2017
The Information's 411 — "Choir Preaching"
00:24:17
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.
Jan 06, 2017
The Information's 411 — "2016: Deal or No Deal"
00:37:34
Jessica, Tom and Reed wrap up 2016 with their take on why Evan Spiegel won our Person of 2017 vote, what Peter Thiel's grand plans are, whether Twitter will finally sell next year, and more.
Dec 23, 2016
The Information's 411 — "Naughty or Nice"
00:29:45
Jessica gives her take on tech's disappointing response to our diversity survey. Amir explains why Google scaled back its self-driving cars ambitions. And Cory and Tom give their naughty and nice list for tech CEOs.
Dec 16, 2016
The Information's 411 — "A Magic Leap"
00:28:29
Reed goes deep into his investigative look at mixed reality startup Magic Leap and explains why it's worth being very skeptical about the company's chances, despite all the funding.
Dec 09, 2016
The Information's 411 — "A Vacuum Problem"
00:29:48
Alfred talks about why investors can't buy Snap shares on the secondary market. Reed and Tom discuss which VR headsets have sold the most this year and why VCs have avoided investing in conservative sites.
Dec 02, 2016
The Information's 411 — "The Underground Is No Longer The Underground"
00:26:55
Sam and Tom debate whether easy distribution has created a monoculture of information and ideas. Cory explains Airbnb's new trips service and how the company is going to expand in China.
Nov 25, 2016
The Information's 411 — "A Totally New Ballgame"
00:28:36
Kevin talks about how Amazon is courting developers for the Echo. Amir and Tom debate the Facebook fake news controversy and discuss Lyft's plans to deliver packages.
Nov 18, 2016
The Information's 411 — "A Cat and Mouse Game"
00:23:14
Reed and Amir discuss what a Trump presidency could mean for tech, from immigration to jobs to influence in Washington. Then Jessica argues why Facebook shouldn't step in to stop the spread of fake news articles.
Nov 11, 2016
The Information's 411 — "VR Is the Killer App"
00:27:13
Reed and Tom talk about the community of indie VR developers and dive into Snap's internal org chart. Also we play a clip from our subscriber conference call about the most likely tech acquirers.
Nov 04, 2016
The Information's 411 — "Satya's Coming After You"
00:25:20
Martin explains why the AT&T-Time Warner deal makes no sense. Stephen delves into Oracle's offer for Netsuite and what the future of the enterprise software landscape holds.
Oct 28, 2016
The Information's 411 — "Inefficiencies are Rampant"
00:22:07
Amir talks about his profile of Ed Baker, the man behind Uber's growth efforts. Then Amir and Tom talk about the possibility of Amazon offering broadband in Europe and its growing ambitions with Prime Video.
Oct 22, 2016
The Information's 411 — "Judgment Calls"
00:23:45
Jessica explains how the media whipped up the Twitter acquisition frenzy. Kevin talks about Google enterprise chief Diane Greene and how she's trying to compete with Amazon and Microsoft.
Oct 14, 2016
The Information's 411 — "Judgement Calls"
00:23:45
Jessica explains how the media whipped up the Twitter acquisition frenzy. Kevin talks about Google enterprise chief Diane Greene and how she's trying to compete with Amazon and Microsoft.
Oct 14, 2016
The Information's 411 "We Wants It"
00:28:16
Cory, Kevin and Tom talk about Facebook's Oculus event and Google's new Pixel phones. Then we make predictions about the 2016 baseball playoffs.
Oct 07, 2016
The Information's 411—"Take a Chance on Hardware"
00:26:14
Jessica argues that Twitter's live video rights strategy won't save it. Reed and Tom talk about smart locks and Snap's Spectacles.
Sep 30, 2016
The Information's 411 — "The Millennial Pied Piper"
00:26:14
Stephen makes the case for Salesforce buying Twitter. Cory and Tom talk about tech involvement in local politics, Ken Lerer and the tug-of-war for news sites between fast web pages and more ad money.
Sep 23, 2016
The Information's 411 "The Mazuma Was Just Rolling In"
00:23:57
Stephen and Tom talk about the Dropbox transition to enterprise and data that shows people aren't viewing most Facebook ads.
Sep 16, 2016
The Information's 411 "Transit of Last Resort"
00:22:23
Stephen and Tom talk about Ford buying Chariot, push notifications on Amazon Echo and give at 2017 IPO preview.
Sep 09, 2016
"Enterprise is going to be very, very interesting in 2017."
00:01:54
Excerpts from The Information's Subscriber Conference Call: "2017 IPO Preview"
Sep 09, 2016
"Snapchat is definitely, I think, near the front of the line."
00:00:43
Excerpts from The Information's Subscriber Conference Call: "2017 IPO Preview"
Sep 09, 2016
Jessica Lessin discusses the market: "2017 could be the top tech IPO year ever"
00:00:59
Excerpts from The Information's Subscriber Conference Call: "2017 IPO Preview"
Sep 09, 2016
The Information's 411 "Outrunning the Bear"
00:28:40
Tom and Amir talk about Lyft's future, the Uber-Alphabet drama and Uber's org chart. And Tom explains why food videos took over BuzzFeed.
Sep 02, 2016
The Information's 411 "The Anniversary"
00:26:30
Kevin and Jessica talk about the difficulties facing Google Fiber and why its made cutbacks. Also, Jessica argues why the Uber vs Lyft storyline doesn't make sense anymore. And Tom reflects on year one of the podcast.
Aug 26, 2016
The Information's 411 — "Funny Money"
00:24:44
Jessica, Reed and Tom talk about why journalists are not the ones responsible for invasions of privacy, despite what Peter Thiel claims. They also discuss Snapchat's acquisition of Vurb and the role of eye-tracking technology in VR. Plus: the tech angles to the Ryan Lochte saga.
Aug 19, 2016
The Information's 411 — "Happy Ecosystem"
00:24:01
Amir dives deep on LeEco to explains how the Chinese company works and what its plans are. Kevin makes his first appearance on the show to talk about Meg Whitman and the future of HPE.
Aug 12, 2016
The Information’s 411 — August, 5 2016 "Crush Them With Cash"
00:21:30
In this week’s podcast, Amir talks about the implications for the global ride-sharing market of Didi Chuxing purchase of Uber’s Chinese operations. Yunan discusses the rude awakening that Uber’s roughly 800 employees in China got when they came to work the day of the deal.
Aug 06, 2016
The Information's 411 — "Camera as a Platform"
00:26:34
Jessica explains why Yahoo can't be turned around, even within Verizon and under Tim Armstrong. Cory talks about why some media companies are disillusioned with live video on Facebook. Tom explains why Snapchat's camera section is its future.
Jul 29, 2016
The Information's 411 — "Package Deal"
00:21:16
Amir talks about the three brothers at Apple helping to build the software in its self-driving car. Zara explains why WeChat is different—and can do more—than any app Americans are familiar with.
Jul 22, 2016
The Information's 411 — "False Prophets"
00:28:53
Jessica explains why she's not sold on the augmented reality in Pokemon GO, or smartphones generally. Cory and Yunan delve into the headwinds for WeWork both in the US and in China. And Alfred lays out the trends in private tech financing.
Jul 15, 2016
The Information’s 411 — Fully Vested
00:20:15
In this week’s podcast, Zara talks about her exclusive interview with Didi Chuxing’s first angel investor. Tom and Amir share what they’ve learned at Allen & Co’s annual media and tech retreat in Sun Valley.
Jul 08, 2016
The Information's 411 — "Bury Them with Benjamins"
00:28:53
Cory explains why sharing is down on Instagram. Steve discusses why Salesforce is in a tough place after Microsoft bought LinkedIn. Then a lightening round on the bull or bear cases tech companies.
Jul 01, 2016
The Information’s 411 — 6/24/2016 "Nerd Jesus"
00:23:52
In this week’s podcast, Reed unpacks the proposal by Elon “Nerd Jesus” Musk to combine Tesla Motors and SolarCity. Cory explains why Facebook’s Live Video platform is being dominated by celebrities rather than news outlets and how the social networking company avoids the spotlight in Washington, D.C.
Jun 24, 2016
The Information’s 411 — Stolen Thunder
00:23:00
Amir discusses Apple’s performance at its annual World Wide Developer Conference and Amazon’s ambitious plans for its Echo voice-activated speaker. Steve mulls why Microsoft might have a tough time adding LinkedIn to its professional network. And Cory discusses why long commute times to Facebook’s suburban Menlo Park campus may be driving engineers who live in San Francisco into the arms of Uber and Airbnb, which have offices in the city.
Jun 17, 2016
The Information's 411 — "Moonlighting"
00:27:55
Jessica talks about Larry Page's flying car side projects and why they should live inside Alphabet. Zara Zhang, our summer intern, makes her podcast debut to talk about China's live streaming market. Reed discusses the future of Nest post Tony Fadell.
Jun 10, 2016
The Information's 411 — "Whistleblowers"
00:23:39
Reed talks about Google's employee policies that prevent workers from talking to the media. Cory explains the promise and disappointment of buy buttons on social networks
Jun 03, 2016
The Information's 411 — "Tech-Media Overlords"
00:28:12
Amir and Reed debate the uproar over Peter Thiel bankrolling the Gawker lawsuit. Also we discuss the self-driving car startup ecosystem and Apple's decision to open up Siri and develop an Amazon Echo competitor.
May 27, 2016
The Information's 411 — "Allo Like Guv'nor"
00:24:52
Jessica and Tom talk about the difficulty in writing about machine learning, a profile of Chinese investor Jenny Zeng and why Snapchat isn't rushing into India.
May 20, 2016
The Information's 411 — "Trust Our Machines"
00:29:33
Cory, Stephen and Tom talk about Apple's investment in Didi Chuxing, Uber's cloud infrastructure, bots and privacy and the costs of getting on Snapchat Discover.
May 13, 2016
The Information's 411 — "Bear Case"
00:27:09
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.
May 06, 2016
The Information's 411 — "Infosphere"
00:28:47
Sam argues that most TV shows should be edited way down. Cory discusses WhatsApp monetization and Tom explains why HBO might be in trouble.
Apr 29, 2016
The Information's 411 — "Flights of Fantasy"
00:25:30
Jessica explains why Silicon Valley isn't doomed like some media reports suggest. Stephen talks about the infighting in Apple's cloud division as well as Microsoft's earnings.
Apr 22, 2016
The Information's 411 — "Drunk on Bots"
00:22:03
Stephen discusses the needed product fixes for Slack. Cory, Amir and Tom reflect on F8, bots and the social media wars.
Apr 15, 2016
The Information's 411 — "Talking Our Books"
00:21:20
We're in New York this week, recording from the offices of Gimlet Media. Tom talks to Gimlet's co-founder Matt Lieber about scaling podcasts. Plus an excerpt of Jessica's conference call about China.
Apr 08, 2016
The Information's 411 — "Symmetrical Players"
00:21:18
Stephen guest hosts this week and talks to Amir about commerce in Facebook Messenger, the obstacles for Workday and how AT&T may snub Google.
Apr 01, 2016
The Information's 411 — "Many Hats"
00:24:39
Reed Albergotti discusses Nest and its struggles and what that says about the broader hardware industry.
Mar 26, 2016
The Information's 411 — "Moral Hazards"
00:22:19
Cory joins as co-host and we talk about why people in San Francisco's city government are addicted to encrypted messaging app Telegram. Tom explains why Snapchat's vesting schedule isn't exactly employee friendly.
Mar 18, 2016
The Information's 411 — Hazing
00:30:37
Stephen on Slack's funding round. Cory on Facebook's ad tech about face. And Tom plays an outtake of his interview with podcaster Marc Maron.
Mar 11, 2016
The Information's 411 — "Low Hanging Fruit"
00:25:08
Jessica Lessin explains what’s wrong with most mergers. Then Cory Weinberg and Jessica discuss what’s coming at F8, Facebook’s developer conference (e commerce in messenger).
Mar 04, 2016
The Information's 411 — "That's the Vibe"
00:24:01
Stephen came back from Seattle to talk about the wonders of Amazon's retail store and how it serves its data gathering needs. Tom delves into Verizon's big spending ways for go90 and the company's hopes of succeeding with it.
Feb 26, 2016
The Information's 411 — "Multiples"
00:24:31
Steve explains how the tanking of subscription software companies on the public markets has caused investors to reexamine private company valuations. Cory talks about Mobile World Congress. And we all talk Apple's privacy stance.
Feb 19, 2016
The Information's 411 — "Hype Smoothie"
00:22:58
Alfred sheds some light on how mutual funds and other big investors really come up with their valuations for private tech companies. And Cory talks about the shift in Silicon Valley talent away from startups and toward the behemoths like Facebook and Google.
Feb 12, 2016
The Information's 411 - "Enviable Titles"
00:24:04
Stephen talks about Github and the internal fight between people pushing for more enterprise clients and those loyal to the developer-centric mindset. Amir talks about what works and what doesn't in Twitter's ad business.
Feb 05, 2016
The Information's 411 - "Shrinking Pies"
00:23:48
Jessica talks about down rounds and why even an "employee friendly" one is still bad news for employees with equity. Tom talks about Snapchat's app install ads, and Reed discusses the "ticking time bomb" of 409A valuations.
Jan 29, 2016
The Information's 411 - "Heartstrings"
00:22:18
The Information's 411 - "Heartstrings" by The Information
Jan 22, 2016
The Information's 411 - "Bad Week"
00:21:58
It was a bad week for the markets. and tech stocks were hurt in particular. Reed joined to run down what Twitter's tanking stock really means. Amir delved into Uber's race for second in China and Cory makes his solo podcast debut to talk about how Facebook tracks whether its users think Facebook cares about it.
Jan 15, 2016
The Information's 411 - 1/8 "War Games"
00:26:06
First podcast after the break brings on Jessica to talk about the gender diversity problem in tech (and beyond). Reed talks about our Insider List and the widespread nature of executive investments in tech. And Amir goes deep into the war games the Facebook is playing to imagine a world without Android.
Jan 08, 2016
The Information's 411 - 12/31 "Run for the Exits"
00:38:56
The Information looks ahead at 2016 and makes predictions about Snapchat, Microsoft and Google. We also lay out our big questions for tech in the coming year.
Dec 31, 2015
The Information's 411 - 12/18 "Downside Protections"
00:20:38
Alfred and Reed go deep into how tech investors are structuring deals to protect themselves against underwhelming exits. Stephen talks about Salesforce's discussions about buying Steelbrick
Dec 18, 2015
The Information's 411 - 12/11 "Greek Dramas"
00:23:35
Jessica explains why even after Marissa Mayer leaves Yahoo, we won't have seen the last of her. Tom dives into why Buzzfeed's rise in video ads will be difficult. Then the two predict the future of online media companies.
Dec 11, 2015
The Information's 411 - 12/4 "Bezos v Kalanick"
00:26:49
Amir Reed and Tom get into it debating who should have one The Information's Person of the 2016 selection. Amir made the case for Travis Kalanick, Tom and Reed argued for Jeff Bezos.
Dec 04, 2015
The Information's 411 - 11/20 "The Pop"
00:23:06
Was the Square IPO a bust or a big hit? Depends on whom you ask. Jessica and Stocktwits CEO Howard Lindzon argue both sides. Then Amir talks the parking app war in San Francisco.
Nov 20, 2015
The Information's 411-11/13 "Bedlam"
00:20:57
Stephen, Reed and Tom talk about the dark days ahead for unicorns who've raised too much money. Then Jessica joins to add some sense into the chatter about mutual fund markdowns.
Nov 13, 2015
The Information's 411-11/6 "Ad Stars"
00:22:04
Tom and Stephen chat about the star ad sellers in Silicon Valley and how they're helping move big money offline to online. Amir comes on next to talk the future of Android.
Nov 06, 2015
The Information's 411-10/30 "Supervoting"
00:21:58
Stephen Nellis talks about our latest subscriber survey and why Information readers aren't big adopters of the Internet of Things. Then Alfred Lee calls in to talk about supervotes and how founders and insiders at private tech companies demand nearly unchecked voting power.
Oct 30, 2015
The Information's 411-10/23 "Blood Feuds"
00:22:02
Reed discusses SolarCity and whether the company's decades-long agreements for solar panels makes sense. Jessica wades into the controversy surrounding biotech firm Theranos and its prominent CEO Elizabeth Holmes,
Oct 23, 2015
The Information's 411-10/16 "Righting Ships"
00:20:49
Stephen Nellis takes over hosting duties for the week. He talks to intern Sam Lessin about why it's so hard for tech companies to rebound from major struggles. Then Amir joins to talk about the future of Android phones as well as Square's S-1.
Oct 16, 2015
The Informations 411-10/9 "Fleet Week"
00:30:11
Pete Schultz, an Information engineer, makes his debut on the podcast to talk about the Future List and our story about investor diversity in tech. Then Amir joins to talk about his interview with the founders of Airbnb and Zenefits, as well as a discussion about on-demand companies.
Oct 10, 2015
The Information's 411-10/2 "The Coronation"
00:22:13
It's a Twitter and Snapchat double-feature as Jessica Lessin, The Information's editor-in-chief, sits down to talk about Jack Dorsey's soon to be official announcement as "permanent" Twitter CEO. Then she asks Tom about Snapchat's Chief Strategy Officer Imran Khan and how he's managed to get along with the company's fickle co-founder.
Oct 02, 2015
The Information's 411-9/25 "Ethical Browsing"
00:20:35
Amir Efrati drops by the studio to talk about his deep look at Thuan Pham, the CTO of Uber and how he's trying to shape up the engineering team there, which is faced with serious technical problems. Also the ethics of ad blocking
Sep 25, 2015
The Information's 411—9/18 "Some Dreamers of the Dreamforce Dream
00:22:28
Ace enterprise reporter Stephen Nellis joins in as co-host to talk about Dreamforce and the future of Salesforce. Why does the company care about the Internet of Things? Will Salesforce build more products internally? Then the roles switch up as Stephen asks Tom about his favorite subject: Snapchat.
Sep 18, 2015
The Information's 411-9/11 "What are Those?"
00:25:17
We go long on two segments this week. The first is a debate between Jessica Lessin and Frank Shaw who heads up communications at Microsoft over the nature of on background conversations. Jessica said companies demand it too frequently, Frank says background is important and companies should have access to it the same as anonymous sources do. And Reed Albergotti walks through the turmoil, struggles, and potential hope for hardware maker Jawbone.
Sep 11, 2015
The Information's 411-9/4 "The Silly Summer"
00:21:39
A podcast by tech and digital media news site, The Information, featuring the site's reporters talking about the news of the week. This episode Is about co-working space provider WeWork, the company's ambitious revenue projections to investors and whether they make sense. Also Google's secret plan to reenter China through the app store. Plus a reflection on Summer 2015 and all the silliness that we endured in both tech and beyond. Stories mentioned during the show: WeWork's Gamble on Growth go.theinformation.com/58003e Google's Plan to Reenter Mainland China go.theinformation.com/94c1a9
Sep 04, 2015
The Information's 411—8/28 "The Inauguration"
00:21:03
First episode of The Information's 411. A podcast by tech and digital media news site, The Information, featuring the site's reporters talking about the news they covered during the week. This episode we talk about private market volatility, "Input zero," and the genius of Halt and Catch Fire. Stories mentioned during the show: The Race for Input Zero: go.theinformation.com/af93d6 The New Realities of Private Tech: go.theinformation.com/b450b7 The Rosy Calculations of Employee Stock Options: go.theinformation.com/ff5cf9
Aug 28, 2015