The Information’s 411 — Old Time Roku Roll

In this episode Jessica and Tom take a long look at Roku and how it's interacting with media companies. In recent years, Roku has been pushing to make more money from the media companies that have apps on Roku devices. That spilled out into public view with the Fox dustup before the Super Bowl. Jessica and Tom discuss what's been going on behind the scenes and break down whether Roku has the leverage to squeeze media companies successfully.

Then Cory gives an extended update on Softbank and the Vision Fund since the WeWork debacle. Behind the scenes, the Vision Fund has been chaotic. Cory explains why their strategy of funneling huge amounts of capital to create category winners in tech hasn't played out as planned. And we look down the road to see whether or not Softbank and Masayoshi Son can get the ship back on course.