The Information’s 411 — What About Bobs?

Jessica and Tom give their analysis of Disney's surprise CEO shakeup this week. The decision to name parks chief Bob Chapek the new CEO took many in the industry by surprise. Equally surprising was Bob Iger's decision to elevate himself from CEO to executive chairman, with Chapek reporting to him. We looked into other times when CEOs have made similar moves and how well that worked. Also, we discussed what this structure means for Disney's various businesses.

Also on the podcast, Priya discusses the future of Amazon Go. This week, the company unveiled its newest—and biggest—Amazon Go location yet. Priya explains why Amazon is considering licensing out the technology for the Go stores to other retailers. And she details how committed Amazon really is to making this concept of a cashierless convenience store work.