Rank #1: Self-Driving for Dollars
Amir talks about the companies that have invested the most in self-driving car technology in the past decade. Kate explains why Sequoia is doubling down on seed investing and why that category is getting more competitive.
Feb 07 2020
Rank #2: Tangled Up In Azure
Kevin talks about the problems that Azure has had providing service to its customers. It's cropped up before the pandemic, but the surge in use during the work-from-home era has made things even more complicated.
Apr 11 2020
Rank #3: Apple's Remote Control
Nick Bastone dives into the way Apple has tried to manage the work-from-home era, where employees have to keep the secret products under wraps while working in a non secretive location
Apr 02 2020
Rank #4: When the VCs Start to Worry
Kate talks about the messages that investors are giving to their portfolio companies about the coronavirus and how to prepare for an economic downturn.
Mar 06 2020
Rank #5: [BONUS EPISODE] The Information's 411 — Why IPOs Aren't One-Size-Fits-All
Cory Weinberg talked to Lauren Cummings of Morgan Stanley, Will Connolly of Goldman Sachs and Scott Stanford of Acme about the future of the IPO, why direct listings make sense for some companies and whether Softbank will stick with companies it has backed as they go public. This on-stage interview took place at our annual Subscriber Summit at the Rosewood Sand Hill Hotel in Menlo Park on October 17, 2019.
Oct 24 2019
Rank #6: How Viruses Affect Hosts
Cory joins to talk about the major layoffs at Opendoor. We also discuss how Brian Chesky is leading Airbnb through this bleak period in the company's business and if it stands a chance of going public this year.
Apr 16 2020
Rank #7: Little Boxes Made of Ticky Tack
Cory interviews New York Times journalist Conor Dougherty about his new book on the California housing crisis and the role tech has played in causing it (and trying to solve it). Then Jessica Lessin talks to Robin Murdoch of Accenture about autonomous vehicles as part of our sponsored series with the firm.
Feb 21 2020
Rank #8: [BONUS EPISODE] The Information's 411 — Why Instacart's Apoorva Mehta is Leaning in on Advertising
Jessica Lessin spoke to Instacart CEO Apoorva Mehta about the company's growing ad business, potential regulations on gig-workers, and how he discovered that Amazon had bought its biggest customer Whole Foods. This on-stage interview took place at our annual Subscriber Summit at the Rosewood Sand Hill Hotel in Menlo Park on October 17, 2019.
Oct 23 2019
Rank #9: Old Time Roku Roll
Jessica and Tom discuss Roku and whether its hard-nosed negotiation tactics with media companies will work. Cory dives into Softbank and its troubles since the WeWork collapse.
Feb 14 2020
Rank #10: Is Amazon Too Essential?
Priya dives into how Amazon has become one of the central pieces holding things together as large swaths of the country remains under stay-at-home orders. We also discuss whether Amazon's increasing role as a utility servicing the nation will change the way people view the company—and what it means for regulatory efforts.
Mar 25 2020
Rank #11: Bear Market Necessities
Martin talks about the effects of the market downturn in response to the global pandemic. And we discuss which companies are the most affected and how long it will take for investors to regain confidence in the markets again.
Mar 13 2020
Rank #12: The Information's 411 — Trump's Secret Trade Crackdown
Matt Drange joins to talk about how the Trump administration has cracked down on the volume of sensitive US technology that it allows to be exported around the world.
Oct 18 2019
Rank #13: The Information’s 411 — God-Zillow
Nick recaps his conversation with Rich Barton and explains why the Zillow CEO is embracing ecommerce despite the heavy investments. He also discusses whether Microsoft's commitment to the surface has paid off. And why Apple's reliance on China may heavily influence its reaction to the protests in Hong Kong.
Oct 15 2019
Rank #14: [BONUS EPISODE] The Information's 411 — Fidji Simo
Jessica Lessin spoke to Facebook executive Fidji Simo about the future of the Facebook app, its slowing growth and the struggle to protect users while maintaining principles of free speech. This on-stage interview took place at our annual Subscriber Summit at the Rosewood Sand Hill Hotel in Menlo Park on October 17, 2019.
Oct 22 2019
Rank #15: Facebook and the Republocrats
Chris Stern joins from Washington DC to talk about how Republicans have become Facebook's biggest supporters on the Hill in the face of increasingly antagonistic Democrats. Kevin discusses the legacy of Ginni Rometty the outgoing CEO of IBM.
Jan 31 2020
Rank #16: Drummond's Base
Nick Bastone and Jessica Lessin talk about David Drummond's tense relationship with Google Venture and his lasting legacy at Alphabet.
Jan 18 2020
Rank #17: Uber Drowning in the Pool
This week, we talked about Amir's exclusive story that outlined Uber's many business problems, including UberPool, and Amazon's Twitch, which is grappling with a declining user base and falling short of advertising revenue goals.
Jan 10 2020
Rank #18: When God Opens a Streaming Door He Closes a Theatrical Window
Jessica Toonkel makes her prediction about how streaming services will affects the theater and movie industries. Kevin discusses AWS and its relationship with the open-source community.
Dec 27 2019
Rank #19: The Information's 411 — The Florida Project
Amir joins to talk about DoorDash's money-losing business and Uber's report on sexual assaults. Alex Heath talks about his investigation of Magic Leap's business and the disappointing sales for its AR headsets.
Dec 06 2019
Rank #20: The Information's 411 — A Bundle of Nerves
Beejoli talks about the future of cable channels during the streaming era and what it's like working for the "old" part of the business. Cory gives the latest on Airbnb, including a scoop on its money-losing second quarter and its departing chief operating officer.
Nov 23 2019