what stands out to you? >> what really stands out is the wraparound screen. it's almost two screens in one phone. a big screen on the front and a smaller screen down the side. for the note device, what really stands out is the pen device, which you can use for functionality like writing directly onto pdf's in business use. two very differentiated phones. emily: big unveiling. we heard from the head of mobile. take a look at what he had to say. >> bigger screens have gone from nice to have to must have, and a display, once called a gimmick, has now become the norm. emily: actually, that was the head of mobile products. but as he said, big screens are the new normal. what sets these apart? do you think people will buy these over the iphone?

is this going to make people switch? >> the iphone user is the iphone user. rarely does the iphone user go back to and sung or htc -- rarely does the iphone user go back to samsung or htc. samsung needs to care more about putting htc and motorola to pasture and staving off people like lenovo and xiaomi. emily: i want to talk about samsung pay because it is different from apple pay. how is it different? it's available in a lot more places. jim: the user interface is similar to what you with the on an apple pay device. the major difference is they bought a company several weeks ago and incorporated the new technology in the stone that is unique to samsung that allows it to be used at virtually any terminal in the u.s. the of the

-- via the mag-stripe reader. emily: what's interesting is they are not charging fees for banks, though apple does. is this something that could lead to a renegotiation of visa's deal with apple? >> we introduced a program that effectively says if someone wants to connect to visa banks, that there are no fees from visa or the third-party. we're taking a long view with internet of things on the horizon. our view was we just got to make it really simple from a contractual perspective for both parties, the banks as well as the platforms that are providing these services. it is really something we think is revolutionary with respect to driving the market forward. emily: do you think samsung pay

moves the needle? >> i think samsung needs to have applications -- this is another example of that -- that keeps people using the samsung phone. this is their attempt to do that. at the end of the day, samsung makes their money on the hardware. that is it. that is why they are able and willing to give away whatever margin and whatever revenue comes from a wallet. they make very little off of that. all their money and all of their margin off of the phone. same with apple. emily: looking at the smartphone landscape and knowing that samsung's global market share has been suffering and they've not been doing well in china, how well-positioned is samsung right now, given that we expect the new iphone will be unveiled in just a few weeks -- how well is samsung positioned right now? neil: i think samsung is

essentially going to try to launch the s6 and the new iphone comes through in september or october. they want to try to get as many as they can before apple comes. it is really a timing issue at this age. emily: does it matter that they get a few weeks' head start? they do this every year. neil: they have accelerated the launch a little bit. typically, they come at the end of august or maybe into september, so they have accelerated the launch a bit, and they are trying to get a jump on apple and it. -- a bit. emily: i want to talk about the mobile payments landscape a bit. android wallet is coming. how optimistic are you about these services, and what do you see about the different value propositions? jim: for years, we've been

talking about mobile payments and mobile commerce, and the hype outweighed the reality. what has been great about the last year or so since apple pay hatched is we are seeing a convergence in the way these platforms -- and they are all very large platforms -- they are all consistent with respect to the user interfaces, the way the cards work, the way they interact at the terminal, and the way they have integrated into the payments ecosystem through visa and other payment networks. i think a lot of the confusion is coming out of the ecosystem, and people can focus on commerce and the consumer and the merchant experience. emily: what does this mean for the mobile companies you invest in? >> it means very little at this point. most transactions are going through the apple store or android store, and they are not using physical payment methods.

at the end of the day, these payment methods that the hardware manufacturers are trying to put out -- it's fantastic. the consumer adoption is what everybody is waiting for. looking at apple pay as a stand-alone product, it has not been successful. maybe adding to the ecosystem like samsung is doing will help. i am skeptical. emily: how do you respond? i know a lot of people who have iphones and apple watches and do not use apple pay. jim: to this point in time, it has been very confusing. even now, they have a great product and they control the holes that, the operating system, the application. the challenge has been acceptance. with samsung pay, you'll see that break down. as consumers get the ability to use these experiences more -- i mean, wearables are coming this year -- i do think behaviors will change, but these things do take time. emily: thanks so much for joining us.

maha, you are sticking with me. tesla shares are getting a boost today. the electric carmaker filing to raise $500 million by selling 2.1 million shares. ceo elon musk is the money will be used to expand retail operations, charging networks, and energy storage business as well as helping to roll out new models. musk already is one of the largest shareholders -- musk is already one of the largest shareholders and will be one of the buyers as well. coming up, nasa is looking for a few good smartwatch designers. we'll explain. ♪ emily: now to a story we are

watching. an internal google startup has officially become google's first post alphabet spinoff, announcing it will function as its own independent company. it was created as an augmented mobile reality game, which has been downloaded over 12 million times. they say the move will help them align more closely with investors in the entertainment arena. king digital shares are slumping despite beating on earnings.

the problem -- a weaker forecast and they did in -- and a dip in monthly active users. what's the problem? king digital shares way down right now. >> i think it was slightly disappointing in the sense that some of their key franchises really did not shine this quarter. i think that was consistent with what we've seen over the past two years with the slipping of candy crush saga, and not the case some of the newer titles have come in and pick up that slack. emily: as someone who has worked closely with a company like kabam, how difficult is it to come out with another hit you -- hit? candy crush saga has been around three years now. maha: it has been around a long time, and like a television show, it eventually reaches its endpoint, and that is certainly

not where candy crush is right now. it has years of legs. one could argue they have saturated the market at this point. emily: are there any new games from king digital standing out? you have all the sagas, and there is paradise bay. do any of these look like they could be a hit? lewis: i think it's a little early for paradise bay, but the fact that candy crush saga is going down is not necessarily bad as long as the others pick up the slack. paradise bay is ranked about 35th as of today in terms of the growth charts on ios, which i consider a good first step. the question will be over the coming months, does paradise bay, with the resource management game mechanic, move up a lot? that would be a good sign that they have branched out into

other successful game mechanics. emily: it seems like a lot mobile game makers are struggling coming up with hits. where's the opportunity for innovation? maha: on the one hand, there is king and zynga, which are heavily dependent on casual gaming, and once those company's start losing audience, they lose revenue very, very quickly. on the other hand, there's strategy game companies where the average revenue per user is very, very high, so they don't require tens of millions of players to be in the game. if you do get tens of millions of layers in the game, you win big like those companies have done -- if you do get tens of millions of players. in the case of zynga or king, it is a leaky bucket.

they need to make sure those games have a much longer life than they do and add games on top of them. emily: when you were here last, we spoke about mid-core games, which is console or pc-quality games you can play on mobile. how is king doing? lewis: they are not there yet. resource management is a much more complex type of game than as a match three puzzle game. there is room for more sophistication. if it really gets people sucked in and addicted to it like candy crush saga has done, but in a more competent in way, there is possibility. there is a lot of customization, and there's a lot of ability to upgrade within the game, so that higher level of sophistication and multiplayer is really important over the long-term, and king really has not jumped on fully the multiplayer

bandwagon, which is, to my mind, the crucial mechanic which gives games longer legs moving forward. emily: thanks so much. king digital still down afterhours. nasa is calling all smartwatch app designers. they requested a smartwatch app that could be used by astronauts in space. it needs to include an agenda view, color-coded alerts, and warnings. communications that is between the international space station and earth and timers for astronauts to manage procedures and activities. participants do not actually have to make the app, just a visual presentation of the user experience. a reward of $1500 will begin to the winning design. that sounds a little low. whatever. next, we will discuss why tinder

is bringing back cofounder sean rad. and the fbi gets involved after a series of internet infrastructure attacks in the bay area. ♪ emily: it's time now for the

daily byte, one number that tells a whole lot. today's number is $10,000, how much at&t is offering as a

bounty about more than a dozen mystery fiber-optic cable cuts in the bay area. so far, they have no suspects, no witnesses. they've affected everything from flight reservations to 911 calls, but experts say they are more vulnerable to attacks and other infrastructure. in this case, it looks like the suspect just lived in a manhole, climbed in and nipped the cable. these kinds of malicious incidents are extremely rare. another day, another cofounder returns as ceo. in the past year alone, cofounders of twitter, reddit, and zynga have returned to run the companies they helped create, and today, we can add tinder founder sean rad to that list. in a press release, a board member and benchmark partner said it's only been a few months, but there was mutual

agreement that it was not the right long-term fit, and given tinder's rapid growth trajectory, rapid action seems best for everyone. we are hearing that this was not related to the tweet storm and the whole "vanity fair" incident. it's a little difficult to believe, but ok. why are they doing this? >> that's right. the company saying it's not related to what we were talking about yesterday, but they say they are bringing sean in to help accelerate after chris was not really a great fit. tinder is in a position where they are trying to monetize. they introduced a premium package users can pay for in february, and they are trying to build out this product -- they introduced -- they are in a position where they are trying to monetize. they introduced a premium

package users can pay for. when you think about where the company is in its lifecycle, it seems like that could be behind the decision as to why bring rad back after this latest split. emily: let's revisit why he was demoted in the first place. there was a sexual harassment targeting the cmo at the time, who is no longer at the company. they thought a new ceo would help them move past that. is this the right call? maha: i love that you are asking an old married lady. [laughter] we were investors in match. i will tell you that the dating landscape has transformed incredibly over the last 20 years. from what i'm told. i would not know. it has moved on mobile, and it has moved online, and tender and zoosk have been at the forefront of that. when you have management changes

that happen so ugly and could , it could have been simply it was not a fit. if i'm on the board of the company and i feel like the management team i have put in place is not working, the best thing i can do is call a spade a spade and move on. emily: ben horowitz wrote founding ceo's naturally take a long view of their companies because it's their life's work, but when there are complicating factors like this, is it the right call? maha: i do not know about this specific one. i completely agree with what he is saying, and i try to make that the case in all my companies. when you extricate a founder, the heart of the company can sometimes go away, so you want to keep some emotional connection and some thrust and energy in the company that comes from that founding base. emily: at the same time as the heart has changed, the valuation keeps going up and up.

alex: barclays says match group is worth $5.7 billion, the whole group, while tender -- tinder alone might be worth $2 billion. the plans to do an ipo for less than 20% of the company later this year, so that might give us a little bit of a clue. we might see some more granularity with what tinder actually means. to your point about adult supervision, when they did move sean rad out of the position, that was some of the rationale earlier. now you also have greg black coming in to take over an executive position. he's the chairman of the match group.

all these factors coming into maybe assure the company has more guidance going forward. emily: so there will be adult supervision. do you know how much tinder is worth? maha: it is worth what people will pay. that's the first thing i will say. match brings the revenue. tinder brings the excitement. the the excitement will be when the traffic tinder is bringing starts to get monetized. emily: what about the tweets? alex: it did make for some good nighttime twitter watching last night, that's for sure. emily: biggest unsolved mystery in addition to who will be ceo of twitter. thanks so much.

that does it for today. thanks so much for joining us. ♪

>> from our studios in new york city, this is "charlie rose." ♪ >> this is the first time i am thinking past tomorrow. ♪ >> we are going to rise up.