The Information's 411

Wayne explains how Vietnam became such a significant business for Facebook and Google. Zoë dives into the trend of hiring elite athletes at tech companies. 

A trio of executives, Universal Pictures' Katie Goldsmith; Attention Capital’s Nick Bell and Instagram’s Charles Porch, explain the next phase of growth for direct-to-consumer brands.

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.

Story links: Doordash https://www.theinformation.com/articles/with-public-debut-looming-doordash-projected-450m-2019-loss

Magic Leap https://www.theinformation.com/articles/dented-reality-magic-leap-sees-slow-sales-steep-losses

Ashley breaks down where the frontrunners for the Democratic nomination stand regarding the tech industry. Martin joins to talk about the math of Disney's acquisition of Fox's assets and why it's clear that it seriously overpaid. 

Producer Jason Blum explains why we've still got a few more years of big money flowing into Hollywood before business realities set in. Also why Apple should consider buying a studio and why most movie budgets have gotten smaller while TV shows have ballooned in price.

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. 

Snap's chief strategy officer talks about Snap's Discover section, its explosive growth in India and competition from TikTok and Quibi.

Nick talks about Apple's big internal meeting about its augmented reality plans. Jessica Toonkel discussed Disney's big streaming launch and what comes next.

Priya talks about the companies that have inflated their origin story and why these myths matter. Kevin dives into the feud between Rubrik and Cohesity.

Beejoli and Tom discuss the latest battle in the streaming wars as WarnerMedia unveiled HBOMax. Nick makes his first appearance to talk about how Google has tweaked its hiring strategy to focus less on culture fit.