emily: i'm emily chang in san francisco. this is "bloomberg technology. the u.s. and china hunker down for a long trade war. as the latest round of tariffs hit, bringing more tech into the firing line. plus, siriusxm buying pandora, giving the satellite radio company a leg up in the ompetition with spotify. and a deal to bring more business to the iphone and ipad.

first, the world's two biggest economies are digging in for what could be a long and bruising trade war. the latest u.s. tariffs on $200 billion of chinese goods came into effect just after midnight eastern monday. with china responding with duties of its own on $60 billion of u.s. imports. this hits the tech world after some heavy lobbying by apple and others, however, other goods got a reprieve this time around. let's talk about all of this with selena and amy. a principal of albright group leading the team in washington and previously senior director for china affairs at the u.s.t.r. first of all, how long is this trade war going to be? >> well, i don't think anyone can see the end in sight at this point.

especially given how both sides tend to be really digging in. even though it's a holiday in china today, the mid autumn festival, the chinese government put in place those retaliatory tariffs that you already mentioned. they also released a white paper on u.s.-china trade, accusing the united states of trade bullyism. taking no responsibility and so this looks set to continue to go from beijing into the near to midterm future. on the u.s. side, as you know, president trump has already said that he would retaliate against china for pursuing additional tariffs against the united states. so we're waiting for the next set of tariffs to be put in place, announced first any day now. emily: companies speaking out. intel saying this is a game changer to the american consumer. you have google, dell, i.b.m. talking about how this is increasing costs on u.s. consumers. walk us through the tech impact here. because now we're talking about

almost half of all goods that are imported to the u.s. from china being taxed. >> right. apple and fitbit lobby ard. they're able to get some things off of that list but we have heard tech companies speak out strongly against this. it's going to hurt some of the telecom companies, chip makers. companies that power the heart of the internet. the hardest. and we have intel saying that they manufacture and design most of their products in the u.s. and there's only a small part of the chain that's done in china, that's the assembly aspect. that's going to be taxed. intel says it's not really reasonable or possible for them to really shift that supply somewhere else. they're going to continue to need to assembly there. we have google, dell, i.b.m. saying the tariffs are going to hurt american consumers the most. it's going to put america behind in some of the most innovative technologies in the future, including 5-g and it could help china in a certain sense. emily: certainly companies can think about moving their production out of china.

no one knows how long this is going to last. >> absolutely. i think for chinese companies, i agree with selina. for american companies, moving their supply chain out of china is not something that be can be done before january 1. the date that these new tariffs are set to go from 10% raise to 25% rate. that's very difficult for american companies to make that shift so quickly. so consumers are the ones who are going to really bear the brunt of this round of tariffs. however, in the meantime, american companies have to be thinking about what do they do to diversify their global supply chain, president trump has made it very clear that bringing supply chains back to the united states is what he would like to see, and again when we're talking about u.s.-china trade, this disentanglement between the united states and the chinese economies is what many are

starting to see as one of the goals of president trump's very tough stance against china here. emily: meantime, the president has of course threatened to tariff all of the good coming in from china. that means an additional $267 billion worth. that has thus far remained untariffed. does that mean that those apple products, those fitness trackers, that our iphones potentially will be hit? >> we don't know what that means. we've seen some of these companies have a little bit of power in terms of getting sway. there were several hundred products that were left off this most recent list. some of it as a result of lobbying efforts from these companies. there's a lot of concern that if trump does that, china can ratchet up some of their other retaliatory measures, making it hard for american multinational companies to grow their business in china. that would be hugely -- a huge issue for a company like apple. and that's a big concern making harder import inspections, more taxes, etc. and that's really the big

concern as trump continues to levy even stronger tariffs that china could put on heavy regulatory burdens. emily: china has pulled out from the negotiations and they only have a certain amount of goods left that they can tariff. of course most of the u.s. -- the u.s. imports far more goods from china than china does from the united states. so how far do you see this tit for tat going and how do you see the chinese reacting? >> i think the chinese pulled out of the prospects of talk his week and next. i think a reality is sinking in in beijing that waiting until after the midterm elections may be better for making a deal. many in beijing see that president trump's actions, while some of it they characterize as containment of china, they also say much of it is in order to appeal to his base in advance of the midterm elections. and so maybe there's another opportunity to reengage with

talks after the midterms take place here and in advance of presidents trump and xi meeting on the sidelines of the g-20 meetings at the end of november. that's an opportunity. to answer your other question, i think selina really hit the nail on the head. china doesn't have that much more in the quantitative responses it can take to american policies. and so they've long said they will also be taking qualitative measures in response to the u.s. application of tariffs. that's going to include slowing approvals, delaying goods at customs, maybe increasing the amount of inspections that american manufacturers face in china. making it harder for american companies to operate there. this is in strong contradiction to what we just heard from the speaker at w.e.f. last week

and he said, foreign investors do not face description in the china market. we'll see what happens. emily: amy celico, thank you for joining us. as well as selina. thank you so much. coming up, snapchat wants to help you shop. could a new visual search tool be the answer to the social media company's troubles? we'll discuss next. and if you like bloomberg news, check us out on the radio listen on the bloomberg app, bloomberg.com, and on siriusxm this is bloomberg.

emily: snap is teaming up with ecommerce king amazon to offer a long-illusive retail experience. snapchat users will be able to point the camera at a product they see in the real world to

scan the image or bar code. if amazon recognizes the item, it will present a link to purchase it on the retail giant's app or website. so, can this feature help snap with disappointing revenue and user growth? will this revolutionize the online commerce experience? sara covers snap and bloomberg's head of global tech, brad. how exactly is this going to work? >> basically when you open up your snapchat camera, if you were going use that to send something to a friend or share what you're doing, you can also now use it to shop. maybe that's not exactly what we would expect to be doing when we open up the snap camera, but now we have that option. and when we look at the real world, say if i like your shoes or your watch, i can take a picture of it and then if it connects with what's on amazon's website, amazon will help me buy it. so it is really just like a new use case for the snapchat camera. emily: why would amazon team up with snap on this?

>> let's put it in context. amazon has been on this kind of visual search path now for 10 years. emily: and it hasn't worked out. >> at one point they had mechanical workers identifying images and they acquired a company that brought some of the technology in house. two years ago they released a service for a.w.s. recognition with a k instead of a c, which makes visual search available as an a.p.i. tool for other apps. so it's been doing this for a while. i think for snapchat, those are -- what is it, 300 million monthly users. most of them young. a market that amazon has been trying to tap in all sorts of different ways with services like prime student. emily: it sounds great. right? is it going to work? >> the thing is that you have to build a new behavior. when people open the camera, the reason why snap has you open to a camera is because it's the creative experience. you want to share something that you're doing with people who are your friends or on your story.

are people going to use it just to figure out what to buy in the real world? it seems like a marketer's dream. you see someone's shoes on the subway and you know you want them and you can buy them then. emily: wouldn't a partnership with hand set makers make more sense? >> they've been doing that. some of the visual search tools are available on samsung phones and sony phones. amazon has been introducing these kind of partnerships. with snap i think it's that devoted youthful audience for whom snap is their portal to everything online. emily: talk to us about what this could mean for snap, given they've got a lot of other problems to work out. >> they're not disclosing their financial relationship. but obviously that's why the stock is being helped a little bit by this announcement. amazon usually provides affiliate revenue to people who direct traffic to the amazon website. so if the snap partnership is anything like that, this could

be another source for them to make money besides advertising. and advertising has been a little wonky on snap because everything disappears. they don't really collect a lot of -- as much user data as facebook and instagram do. so maybe this is another avenue for them to make up for some of that growth that's a lot slower than analysts and investors expected it to be. emily: a partnership that exists with facebook or instagram or -- >> i haven't seen -- we know that amazon may partner with facebook for their new home devices, with alexa. that's a little bit different than this. i know on instagram, they have their own kind of shopping tool. where if you see something in an ad that you want to buy, you can click on it, see how much it costs and buy it right there on instagram. that actually has been pretty successful because people think of instagram as a sort of aspirational place to be inspired for -- here's what i want to look like and buy. pinterest has some similar tools. this is different, though.

we mostly use snapchat for chatting with our friends. and this is another kind of behavior that they're going to have to train users to become comfortable with. emily: what's the bigger vision for amazon here? especially in the context of all the devices that amazon unveiled last week, some of which do seem a bit experimental. >> it's getting people inside the amazon ecosystem. touching them wherever they live, however old they are. if it's a college student who gets prime for half off, if it's an 18-year-old or perhaps younger person who is using snap, maybe shouldn't be, who doesn't have a prime account, bringing them to the amazon website. and helping them make a transaction. i think that's the vision. amazon wants its services to be everywhere. and snap opens another horizon for them. emily: we're going to talk later about some of the privacy issues here. is it really about data? does this help expand the amount of data that amazon has

on a user and now it's a snap user? >> well, the main thing that advertisers and social media companies want to achieve in these kind of relationships is what's called attribution. they want to make sure that they can say, we had snap users doing this activity and it led to a purchase. so if they can say that snap users are actually buying stuff on snap, using our app, and converting directly to a purchase, that's a much stronger signal for any marketer than sort of the brand resonance or any of the other things they may be trying to achieve. if they can achieve that right there on snap in the camera, that's a huge win for them. for explaining the value of their product. emily: sarah, brad, thank you. brad, you'll be here later too. all right. speaking of amazon partnerships, tune in tomorrow to hear from j. crew c.e.o.

after their recent announcement that it would start selling some of its items from the j. crew line on amazon. coming up, further consolidation in the music space. siriusxm is set to buy pandora in a $3.5 billion deal. we'll have more on that next. and check us out at technology and follow our breaking news network tictoc on twitter. this is bloomberg. ♪

we have built our own infrastructure even before the launch. we have built 2,500 kilometers of railroads. is we of the keys for us are trending in a very good way of making money and business. >> already i can tell you the of containment from of contain

china to europe grows twice inside every year for the past seven years. > so we agreed between china and kazakhstan to develop this special economic zone which will help develop the trade. >> this represents the borderline. the chinese side is almost fully developed. emily: in deal news. siriusxm will acquire pandora in a $3.5 billion deal. t allows sirius to expand into online music. joining us now to talk about the details, bloomberg intelligence. so how does sirius plan to integrate pandora into the service? >> the idea is first of all this deal was a long time coming.

the idea here is like sirius is big in autos and pandora gives them a large pool of streaming service users. what they plan to do is, a, from a defensive side, protect automotive by have additional presence, and, b, -- really see if they can cross up. -- because we have 36 million subscribers on sirius. you have 70 million-plus listeners on pandora. mostly ad-driven business. mostly subscription-driven business. that's the game plan that they are going after. but they also have cost synergies. bringing these two things together. so when it comes to actually going after the bigger players, this is going to be very challenging because of the difference in strategies. but when it comes to making it work from a cost standpoint and cross-selling there are opportunities. emily: are they going after a different listener or listening case than spotify or apple music? >> longer term, not. in the interim, they obviously have their auto strength and

things like that. if you look at how pandora has seen some stablization in listeners, they could really do it stand-alone longer term. they need some partner to scale. it bringing them together also brings some leverage on negotiations and things like that. so they have a better shot now versus before. emily: this is about a $1 billion premium on pandora's price right now. over the years we've talked so much about a potential pandora acquisition. would apple buy them? would they remain independent? is this a win for pandora? >> it's a good end goal. because that's what we've been waiting for. everybody's waiting for. they still have a go shop period of 30 days where they can look for an alternative. it's unlikely that somebody would step up over here. e always thought somebody like facebook or snapchat would

blend well with pandora because they can integrate with messaging platforms and advertising and facebook has been missing out of the music space in general. i think this was the likely outcome that everybody's waiting for. now it's more on like how much hey can squeeze from costs and can they really go after with his cross-selling. emily: a couple years from now, what does listener behavior ctually look like? is it still spotify and apple music head-to-head? >> yeah. so if you look at the strategies of these companies, spotify has a data edge and that's not going away. despite apple competition, we've seen that growing. the consolidation that we've seen from the listener side, they gravitate toward one source or the other, will continue. so it will be very difficult for them to sort of take that trend away from what amazon's experiencing, apple's experiencing, spotify's

experiencing. but when it comes to connect cars, automotive, if they can sort of marry their strength and hold onto the user base that pandora has, then they can maintain their mission and expand. best case scenario, they're able to provide a better service too. but it's very challenging. emily: thank you so much for joining us. we should mention that bloomberg radio provides programming to siriusxm. sticking with m&a. comcast deals the knockout blow to to fox for control of sky. the u.s. cable magnet has agreed to pay $39 billion. however shares of comcast are having their worst day since 2009. as investors worry about this deal's high price tag. why are investors reacting so strongly here? >> just because of the sheer premium comcast has paid for sky. they were pushed into a blind

auction on saturday by fox and disney. you know, comcast' brian roberts holed up in london in a hotel as we've been reporting and disney and fox somewhere else in london. you know, trying to compete for this asset and it yielded a huge difference in price between the two, you know, just about 17 pounds from comcast and 15 from fox. so shareholders worried about the amount they paid. is it a question of winner's curse? one of the long-term holders is saying today as we reported on the bloomberg that their buyer clear bridge, they think it is going to work out over the longer term. we'll see. >> i hate to say it this way but the best word i can use, there is any ego at play here given the big deal that comcast hoths out to when it came to the 21st century assets that they lost out to disney? >> some of the people around

this deal i have spoken to said brian roberts had to do this. i think it does show in the price paying 17 pounds, a handle i don't think i've seen in any analysts' reports. people were surprised. that is revealing. and the share price today like $12 billion wiped off of comcast by some estimates. so i think that kind of supports the idea as well that he had to do this deal after losing out on some others and he, himself, has said that it was -- it had become an important asset. maybe disney. i think, you know, from what some analysts expected is that rupert murdock might have liked disney, to stay within disney and murdock is a big voice in disney going forward, the biggest outside shareholder but ultimately he is a pragmatic businessman and selling to comcast at over 17 pounds i'm sure, you know, we'll see what happens with the rest of the fox state but it is clear he has to do this and whether

he'll be proved right we'll have to wait and see obviously. emily: in 30 seconds what is the bull case that this is a good deal for comcast? >> that being direct to consumer and global is vital for any big media company that wans to survive. >> all right. as always, thanks so much for stopping by. coming up security concerns mount for search giant foogle. one said they had quietly made changes to chrome's logging requirements. what it could mean for you and what you don't know about it next. also ahead a big tech hoping to encourage voter turnout in the midterms. could part of the solution be just a ride away? this is bloomberg. this isn't just any moving day.

this is moving day with the best in-home wifi experience and millions of wifi hotspots to help you stay connected. and this is moving day with reliable service appointments in a two-hour window so you're up and running in no time. show me decorating shows. this is staying connected with xfinity to make moving... simple. easy. awesome. stay connected while you move with the best wifi experience and two-hour appointment windows. click, call or visit a store today.

emily: this is "bloomberg technology. i'm emily chang in san francisco. apple is joining forces with salesforce. the partnership will aim to increase the number of apps available for businesses on iphones and ipads and as part of that tie-up, the sales force app will be updated to include siri and imessage. this coincides with sales force's big dream force conference happening this week. we know apple has been trying to make a big push into the enterprise. how much charge does this give? >> right. so if we take a step back and look at all of apple's enterprise partnerships announced over the past two

years, they honestly seem extremely surface-level. in some ways obvious things the company would have done anyway. salesforce is adding business chat and other new features is based on ios-12, which they should be doing anyway. but from a branding perspective, it's great for both sides. emily: what do we really know about how much success apple has made in the enterprise? we know there's been a rise of bring your own device and so as people want to use iphones, they can use them at work. but how well is apple really being integrated into larger usiness enterprises? >> it seems like every month or even every few weeks or so we see another company announcing internally or publicly that they are switching to iphones or ipads, away from more legacy devices like blackberries or moving away from android to the iphone for one reason in particular.

it's really the security element to it. the iphone has some of the best enterprise-grade security features and the ability to provision phones depending on who the employees are. so there's a lot of good tools in there for enterprises. that's why we're seeing more companies switching to i.o.s. emily: consumers got their hands on new iphones, new apple watches over the weekend. you've got a new piece out about how apple's coolest new feature isn't necessarily the fanciest and you talk about the new chips. why are you so excited about that? >> why am so i excited? don't know if i'm as excited as investors and analysts are about this. but this new storage capacity makes apple 241 to 247, depending on your math, dollars per phone more than the baseline 64 gigabyte model. we're seeing apple take advantage of these higher capacities. they're pushing people to higher capacity with these higher resolution cameras and screens that store higher resolution video and games that are more intense and take up much more space so people want

to buy the higher capacities and the higher capacities, they cost consumers a lot of money. if you want to go from the 64 gigabyte to the 512, that's a $350 upcharge. that's a lot of money. i didn't even pay that and i use these things for work and i have to test them all. but that's a lot of money for consumers. and apple makes a big, big chunk of that money. these are highly profitable chips. these storage controllers. emily: you also pointed out that some of the features that apple's offering with the new watch are only available in the u.s. thus far. what in general has been the feedback as customers have gotten started using these devices in the last few days? >> what i've seen, reception to the apple watch series 4, that's the new model with the e.k.g. monitor, the updated design, the additional softer function, only for that bigger screen, so far the hit

of the product release that apple has going on throughout the rest of the series. there will be many more products, we'll be talk about that soon i'm sure. the apple watch series 4 has been a hit. it's going to get some more attention and press later in the year when they activate the e.k.g. monitor. there are some people trying to figure out how to turn it on their new watches this weekend but the reality is that feature's not available yet. it's coming out later in the year according to apple. emily: all right. mark gurman, i'm sure you'll be on soon again talking about the new stuff. thank you very much. tomorrow we will be interviewing salesforce c.e.o., joining us on "bloomberg technology" from the dream force conference in san francisco. do not miss that onference. do not miss that conversation. to another story we are watching. security and privacy issues continue to consume big tech. this time it's google in the spotlight. the company has been outed for quietly making changes that would log customers into chrome without their knowledge. on sunday an expert and

professor at hopkins university called the company out in a blog post saying nobody on the chrome development team has provided a reason as to why the change is necessary and that this had enormous implications for user trust and privacy. an engineer at google responded saying users need to consent to a sync before their browser data is transferred. this coming the same week google, twitter and amazon are set to testify yet again in front of the u.s. senate to talk about privacy. joining me now, the author of this blog, matthew green, and our bloomberg head of tech. what are your biggest concerns here with this chrome situation? >> chrome is now the most popular desk top browser which means people are doing sensitive browsing with it. in the olden days, meaning a couple weeks ago, could you use chrome just as a browser, without signing into google. and now the requirement is that every time you use chrome and you log onto google, any google property, like gmail, chrome is going to know who you are. it's going to be signed in from that point on. emily: brad, at what point do we say google has taken this too far? again?

>> i think google had a rational response to matthew's blog post. they said that chrome is used on computes that are are shared, that there's a lot of confusion that customers have been complaining, that maybe they log on to their gmail and then other people's information is getting synced with their account but what matthew really identified is the way in which google is acting, without a lot of transparency, without a lot of context for all the privacy questions this company's been facing. from kids using youtube and having their data shared, to google quietly using information from mastercard to serve ads to customers based on what they bought online. google is operating in an era with a lot more transparency and scrutiny and if they're going make a move like this with a franchise like chrome need to be more above-board. emily: you talk about how google is treating trust as if it's a renewable resource. but in a way, is it?

because users have kept coming back. even as google has violated privacy over and over again. this is certainly not the first and probably not the last time we're going to be talking about this. >> i think that google has actually acquired a very good reputation with respect to privacy. they've done that despite the fact that we all know google collects a lot of data. their security is excellent. and they've managed to stay out of trouble. they don't get caught, for example, the way facebook has, changing your settings without your consent and they don't get caught having your data breached. so they've done a very good job. so whether they're collecting your data or not, they've kept people from noticing that. this kind of change with chrome i think is probably the first time they've really blown it on that front. emily: meantime, there was an empty chair for google at these hearings a couple of weeks ago. google would not send its c.e.o., did not send larry paige, of course, c.e.o. of alphabet. what do you expect to see in the hearings coming up this week? >> not a lot.

ll the companies are sending either chief privacy officers or an associate general counsel. we're going to get, i think "the new york times" pointed out this morning, very legalistic answers to a lot of the questions that the commerce committee is going to have about opt in and opt out and data. these are answers we've heard before from top executives who have testified before ongress. and what we really are yet to get is how these businesses work. how they are using the data they collect from us, sometimes without our consent, to inform the kinds of services they provide to us and to advertisers. and that's the way that these services have really been exploited and i think congress, we're at the beginning, maybe pressing the companies on this issue. but i don't think we're going to get much this week. emily: matthew, you make the point that these companies know what they're doing. google didn't do this by accident. so what do you want these lawmakers to ask these companies? >> i'd like to live in a world where companies like google could self-regulate and we wouldn't have to worry about rivacy concerns.

but at the end of the day we don't live in that world and we need to do something about it. europe has taken a very proactive approach to privacy. which i think is promising. and i hope that once that experiment's been played out in europe, we'll start to see the best parts of it adopted here in the u.s. emily: brad, we haven't talked about amazon and all of the devices unveiled last week. the privacy issues associated with it. they didn't bring it up and now we are. we're talking about 70 new devices, listening to us in our cars, amazon everywhere, as we discussed. do you think that's something that amazon has to further explain? >> i think that they view these events as speaking directly to customers, almost like live advertisements. and i don't think they think that this is an issue for their customers. this is an issue for politicians, for regulators, for the media. and so, yes, they've got some stuff to explain. there have been some major mistakes like transferring live

conversations of customers to somebody in their address book, being kind of the big one. but what they say is that alexa's not always listening and the information is safeguarded and used to provide people with more accurate responses and better services. so like google, amazon has done a pretty good job with respect to customer privacy. as alexa becomes more prominent, more ingrained in everyday life, then yes. these are great questions to ask. mily: all right. brad, our senior executive ed for global tech, thank you very much. s well as matthew green. thanks so much. great to have you on the show today. coming up, do you want a free ride to the voting booth? find out how. plus, can't find your keys? now your tv might be able to help. smart tracking device company is expanding its smart home innovation with a new partnership. this is bloomberg. ♪

emily: national voter registration day is upon us. fundamental to any healthy democracy is voter turnout, of course. but in recent u.s. elections, turnout has been less than ideal with 60% turnout in the presidential election years and only 40% turnout in the midterms. this year a group of companies is hoping to encourage more people to vote, joining forces are wal-mart, levi, with a few tech standouts as well. instagram announced it will run ads and stories to help register voters and lyft has pledged the company will provide free and discount rides on election day this year. here to discuss, our chief strategy officer at lyft. how is this going to work? >> so, first of all, taking a step back. lyft has always been around our

mission and our values and the mission is to improve people's lives, with the best transportation, connecting communities and people. and what we found is that transportation's a big barrier. so we've done things like relief rides in recent hurricane florence that was there. helping people that have immigration issues, refugees. the 211 united way call-in. so now we're extending that to voting. we think the best expression of a consumer and citizen's values is the ability to vote. the challenge has been in the 2016 election, 15 million eople that were registered didn't make it out to vote due to transportation issues. so we want to make a difference on that. emily: where will rides be free and discounted? how are you deciding this? obviously there's a lot of controversy around election mapping and who actually gets in the door. >> good questions. we are making the discounted rides available to anyone and every everyone in the country. emily: everyone gets a discounted ride? >> yes. you can download the thing today. on buzz feed. and get those rides.

it's from wherever you are to your polling location. we're in fact even going to help you find what your polling location is right in the app. if you're not sure what it is. on free rides what we've done is partnered with some of the top organizations that are helping the underserved ommunities, so, for example, hispanics -- hispanic voters are even more impacted. we're working with that. emily: are there any partisan implications here? >> there is no partisan implication. this is a total nonpartisan action that we're taking. and it's available to everyone. we think that regardless of where you stand on the political issues, what's important is to vote. emily: how much voting do you think this will actually drive? >> we think that, as we've seen through elections, that they're often decided just by whether it's 10,000 on a local level, or it can be hundreds of thousands, that we can have a

real significant impact here. especially looking back at the 15 million people that had issues. and the number of uses that are we have on lyft. we had 24 million users almost that were using lyft in 2017. emily: big ad in "the new york times" on sunday about this. time voluntary vote movement. a nonpartisan effort led by c.e.o.'s. what does this involve? >> what that involves is making sure that these companies, including lyft, are getting out the message for their employees, their community, their customers, everyone, the importance of voting. one of the examples that we're going to be doing along with that group is that there's a big difference in terms of whether you show up to vote, if you plan ahead. so just helping people plan ahead, making sure that these organizations, including lyft, give employees the proper time that they need to go do it. who are they going to be voting with, when are they going to do it? emily: some of these have stood in contrast to uber. when say the down with the c.e.o. several months ago, they saw a bump in traffic because of values.

c.e.o. told us how they saw a bump in traffic and customers having a preference for lyft because of values. what are you seeing now? i mean, has that bump sustained? are you seeing more users? are you getting more users from uber as a result of this sort of turmoil in the last year? >> we think that that was probably one of several catalysts that have caused our market share to increase. and it continues to increase. but it's just one catalyst. what also matters is wait times for consumers, the quality of the experience, how they enjoy interacting with their driver that's there. and the prices that are there. we've been improving across all of those areas. emily: you were also head of lyft's self-driving business. how do you see that contributing to the broader lyft pie in the future? how important is that business going to be? >> i think it's really important. it's important to cities. it's important to communities. because it impacts certain areas like safety from a big perspective.

as well as bringing the costs down of transportation, which is really important. we've noticed that as we've been able to bring the cost of transportation down, more and more people are using it. we're encouraging mobility. it's helping the economy. and so we think that in the long run, this is where it's going to take us. it's not just about autonomous. what we've also committed to is having an autonomous, electric-shared fleet. that will reduce emissions and bring prices down and create a great experience. emily: there's a new legislation that could be pass -- passed soon that could mean 3.25% more tax on riders in san francisco. how big an impact will this have given this is a huge market for you? >> any time that there's an impact that is singling out a particular mode of transportation, it's not good. if it is something that, for example, is a congestion-related tax that impacts everything we're all

for it. but when we're singling out one mode, especially a mode where we're reducing the number of cars, we don't think it's the ight policy. emily: on track for the ipo first quarter of next year i believe we reported? >> i can't comment on timing but we are going to make those steps wherever it's right for us. emily: thanks so much for stopping by. still ahead, tile is tackling smart technology. how its new partnership just mate take it to the next level next. this is bloomberg. emily: amazon and apple have ♪ ♪

emily: amazon and apple have had their share of the lime light these last two weeks. they aren't the only ones making headlines in smart devices. tile, the company that makes those smart tracking dongles to help you find your stuff, announced a long-term partnership with comcast.

as part of the partnership, comcast will invest in tile and deploy the tech across its network of access points. the two will also partner to create new smart home innovation. the announcement coincides with the appointment of the company's new c.e.o.. he's with me here in the studio. so, this means that i can use my tv to help me find my stuff? is that what this means? >> fist, thanks for having me -- first, thanks for having me. mily: thanks for coming. >> one of the things to note about tile is tile started out as the device that you use for tracking things when you're in range of your phone. and we've had so much traction in the business, we've sold well over 15 million tiles. and created this cloud-based finding platform. and our community really powers that. the partnership with comcast from tile's perspective really helps take that to the next level. because they're deploying tile's finding capability across their network. what that allows us to do further is enable smart home experiences for our joint consumers.

so one of the things that we've already announced is you can use your comcast voice remote to locate your tile within your home. emily: so. so i just asked my remote, where are my keys and it will find them for me? >> exactly. emily: how much business do you think this will drive? >> for us, our strategy at tile is really to do three different things. we're looking to build out our community. so i mentioned we've sold 15 million devices. we actively then look to add new devices that are indable. today tile is known as the device that you buy at a best buy or an amazon, but what we're doing is we're launching new partnerships with companies like bo's and skull candy, where the -- there's no additional hardware. emily: you don't need to have the dongle. >> no. anything with bluetooth can be tile connect. the great thing about that is over the next five years we

expect there to be 25 billion bluetooth devices brought to market. then the last pillar of our strategy is we're building services on top of our experience. tile has historically been known as something. i use it because i have lost something. and we're shifting that to an experience where we help you prevent loss. we help you keep track of your things. so there will be new things that we'll be announcing soon along those lines. emily: how much of a business driver do you think this comcast partnership could be? >> we think it's a pillar, one of the main pillars to that first bucket of building out our community. comcast is u.s.-based but we're obviously on the sidelines cheering for them. this weekend as the bidding happened on sky. emily: as you mentioned, you can buy your tiles on amazon, it often comes up as you get your 16 pack, it's a stock stuffer. it's a stocking stuffer.

but amazon is now -- has now come out with this whole new line of smart devices. do you see amazon as a competitor here? >> no. they're actually a partner as well. so we're really focused on voice enablement. so today you can find your tiles in the home through alexa. through google home. and we just launched a really great new experience with apple where you can use siri to find your things as well. so voice and being the switzerland across those devices is important to us. emily: what are your expectations for the holidays? >> speaking of stocking stuffers. >> yeah, we -- so i can't say anything specific about our holiday plans today. but we have some really exciting news coming up over the coming weeks and we're really bullish about this holiday. emily: we have to ask about privacy. there are these questions about what are you collecting? how long are you storing it? where does that information go? are you making money off of it? it seems like most companies will go as far as they can until they get caught. what are your policies on data collection? >> it's a really great

question. so privacy is the foundation of the services that we offer. we don't use the data, we don't sell the data in a way that we don't sell the data at all. we use the data to improve the experience for consumers. one of the really important things to note is, because there's a lot of things in the news about apps that track your location and make that information available. the location of your tiles is only available to you. unless you decide to share it with a friend or your spouse or your kids. emily: it's also available to you. isn't it? >> it is. but we treat it with the utmost privacy. and that trust with our consumers are foundational to what we do and that's going to continue going forward. emily: new tile c.e.o., c.j. prober. thanks for stopping by. and that does it for this edition of "bloomberg technology. tomorrow, sales forces joins us right here on bloomberg technology from san francisco. do not miss that conversation. he always has a lot to say. this is bloomberg. ♪ xfinity mobile is a new wireless network

designed to save you money. even when you've got serious binging to do. wherever your phone takes you, your wireless bill is about to cost a whole lot less. use less data with a network that has the most wifi hotspots where you need them and the best 4g lte everywhere else. saving you hundreds of dollars a year. and ask how you get xfinity mobile included with your internet. plus, get $300 back when you buy a new smartphone. xfinity mobile. it's simple. easy. awesome. click, call or visit a store today.

asia's. our top story this morning. china accuses washington of owning a knife to its neck with the latest tariffs. a move to euro as he unexpectedly's says he season vigorous pickup in underlying inflation. we talk ecb. the u.s. cannot completely shut down iran's oil exports. he has no plans to meet with president trump of the united states. manus: