The Information's 411

Cory talks to Kate Clark about the new king of venture capital deals: Tiger Global Management. The New York hedge fund has invested at a rapid pace, at higher and higher valuations. What does it mean for venture capital in 2021? Plus, Wendy and Cory discuss whether venture-backed travel firms will get a lift after a bleak year. 

Why are startups like Stripe, Plaid, Brex, Ramp and Fast raising so much money so quickly? Cory talks about the phenomenon with Bain Capital Ventures partner Merritt Hummer and The Information's venture capital reporters Kate Clark and Berber Jin. Plus, an interview with Henrique Dubugras, co-CEO of Brex, a corporate credit card startup, about the pandemic, fintech valuations and company's future strategy.

Cory and Kevin McLaughlin talk about why Google Cloud loses so much money, and why this year will be crucial for the company. Then, The Information’s Kevin Delaney talks with former Google executive and “Radical Candor” author Kim Scott about how women and non-white employees sometimes face prejudice when being candid at work, and what organizations can do about it.

Cory and Wendy dive into the disaster that befell Katerra, the construction tech startup that's struggling to stay alive. They also explore what the future of construction tech is.

Also, co-host Tom bids a fond farewell to the podcast we launched 5 years ago.

Tom speaks to Roger Lynch, the CEO of magazine giant Conde Nast about how he's trying to turn the company around and build out newer businesses like e-commerce, longform video and digital subscriptions. He also talks about how the company handled its cultural reckoning last year. Then Alex and Mat join to recap their interview with Mark Zuckerberg and his plans around AR and VR.

Alex Heath and Mathew Olson interview Facebook CEO Mark Zuckerberg about the promise of augmented and virtual reality. They discuss why he's investing so much time and money on the technology, how it could forever change entertainment and the workplace and what technical hurdles still need to be overcome for the technology to reach its potential.

Cory chats with Josh Sisco about the reason regulators are probing Facebook's deal to acquire Kustomer. Tom talks to Kevin McLaughlin about the next group of enterprise software companies to go public.

Tom talks to Zoe about the next wave of companies going public that are led by female CEOs. Cory chats with Katie and Ross about the reason SPACs are looking at early-stage companies.

Reporters Alex Heath and Wayne Ma discuss their exclusive reporting on Facebook's efforts to build a smartwatch and Apple's work on a mixed-reality headset. This is another Facebook vs. Apple battle worth following. 

Tom Dotan and Jessica Toonkel discuss their reporting on how NBCUniversal is trying to pluck its way to streaming success, and why a merger with WarnerMedia might make sense. Then, Wayne Ma explains the logistical feats that helped Apple avoid the kind of shipping delays that plagued other companies.