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.

The Information's 411 — "Bear Case"

A weekly podcast brought to you by The Information, an independent, highly regarded business news publication doing deep dives and investigative looks at how technology is transforming business and beyond. Each episode highlights some of the major happenings in the tech world, featuring the reporters at The Information. Interviews, analysis and behind-the-scenes info deliver insights into how the decision makers at the biggest companies in the industry think.

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The Information's 411 — "Bear Case"

The Information's 411 — "Bear Case"

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