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The Man Driving Growth at Uber

theinformation.com — Last winter and spring, two teams of Uber executives faced off over the company's strategy in China-specifically, how to attract more drivers than Didi Chuxing, the local leader in on-demand rides. One side was led by Uber's finance chief Gautam Gupta, which wanted to keep on matching or beating ...

Splunk Hires New Product Chief

theinformation.com — Splunk, whose software is used by firms like Coca-Cola and Nordstrom to search through and analyze their data, has tapped Richard Campione as its product chief, according to two people with knowledge of the matter. He succeeds Guido Schroeder, who left the post in April.Mr. Campione most ...

The Information You Missed This Week

theinformation.com — Good Morning!We're looking forward to our Subscriber Summit in San Francisco on Friday, where there'll be lots to talk about-from the new world of biotech to the state of the private tech markets.

The Information’s 411 - Judgment Calls

theinformation.com — 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.

Conference Call: What’s Really Happening in China Tech?

theinformation.com — Two underreported forces are driving broad shifts in China's burgeoning tech market. First, the era of explosive new internet growth is over. Chinese cities are saturated, making it harder to compete. Second, the rise of Chinese VCs has increased competition, and the easy days for foreign tech ...

When the Media Plays Us

theinformation.com — Three weeks ago, any reader of tech news was probably under the impression that Disney, Salesforce, Google (and maybe Microsoft or Apple) were getting into a bidding war for Twitter. But while there was indeed a sale process, there wasn't anything close to a bidding contest. It seems only ...

China’s Problem: Entrepreneurs Still Love Silicon Valley

theinformation.com — China may have a booming tech scene. But it also has a talent shortage. Take Sang Wen, a brilliant MIT Ph.D. graduate who with his partner raised more than $3 million from top-tier Silicon Valley investors for their startup. Their firm, Smarking, uses big data to help parking providers keep ...

Apple Took Board Seat at Didi Chuxing

theinformation.com — Apple got a seat on the board of Didi Chuxing a few weeks after investing $1 billion in the company, which is known as the 'Uber of China,' according to a person briefed on the move. At the time, news reports about the investment quoted Didi as saying Apple hadn't received such a seat.The board ...

Why Airbnb is a Threat to Hotel Chains

theinformation.com — Airbnb gets more repeat business from Americans than do individual hotel chains, but it faces tougher competition from online travel agencies like Expedia-owned Hotels.com, new data shows.It explains why Airbnb-which is trying to grow its business to meet its $30 billion valuation-is trying to ...

The Information You Missed This Week

theinformation.com — Good Morning!Virtual reality dominated the week, with news about Oculus, Google's Daydream and...the idea that Disney or Google would buy Twitter.
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Oct 19, 2016

RT @rafat: My rule thumb: whatever you think is the max price a media/info service should be, double it, and that's the price you should sell at.

Oct 19, 2016

@rafat Agree! Asking people what they think they will pay isn't as valuable as knowing what they pay. Vote with wallet.

Oct 19, 2016

RT @danchaparian: “At the end of the day, money doesn’t buy you protection & power. Only power does.” @beijingscribe on @theinformation’s C…

Oct 19, 2016

We just bought a geofilter for our Subscriber Summit Friday and it only cost $7. I'm wondering how this is a good business.

Oct 19, 2016

Not sure why @Recode frames as bad for publishers. Ad model doesn't work. Licensing definitely could on right terms.  http://www.recode.net/2016/10/18/13326196/snapchat-discover-ad-sales-plan-change 

Oct 18, 2016

Next conference call: Our Asia bureau chief @beijingscribe answers ?/ discusses stories he's working on abt China.  https://membership.theinformation.com/subscribe?offer=three50c2 

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