>> when it comes to bitcoin, a th etherium, people want to own it in a trust ethe is how it my mission is simple, to make you money. i'm here to level the playing field for all investors. there is always -- i promise to help you find it. mad money starts now. >> hey, welcome to mad money. i'm just trying to make you a little money. my job is not just to entertain but educate and put into context. tweet me at @jimcramer. we dodged a bullet today when the big monthly unemployment member came in fairly high with big job creation numbers,

109,000 in november plus the unemployment rate fell to 3.7%, just enough for us to say the economy remains healthy with that much inflation. ways is -- we just did not rise too much. given the average is another reason to rally. with the doubt gaining 130 points. we are just not that worried about the fed right now. which brings me to the game plan because on wednesday the federal reserve tells us its next move. anyone who has watched this show knows where i stand on powell. i said it wasn't his fault that things got overheated in america because it happened everywhere else to. he took the tough action, jacking up interest rates and he has almost back in relation to the feds 2% target. there is one thing that rattles me about all of this. no matter what happened there

are plenty of traders who love to play this ridiculous guessing game about the fed's next move. you cannot pay attention to these blowhards. they are trying to figure out this morning's job numbers. not eager to cut rates anytime soon, which is the prevailing wisdom. it is wrong. i don't want you to get caught up in this ridiculous sideshow. right now, good news about the economy is good news for the stock market because the fed doesn't need to do anything. powell is winning the war against inflation. as long as powell is winning, the economy is still grading jobs, low-wage inflation, he is fulfilling his mandate. he doesn't need to cut or raise rates. is enough to justify sticking with our stocks. how about these individual stocks? on monday, oracle reports after the close. this wouldn't be that controversial. is a software business that trades at a low price and almost never misses

its earnings. but last time oracle disappointed, and the stock started a sickening plunge from $126-$100 per a real tug-of-war ensued because those who think the company is massively overpaid when it bought sooner, for $20,000,000,000.02 years ago and a second group of voters who think this oracle is going to leverage this huge data center group into a generative artificial intelligence powerhouse. in the end, the company reported and the naysayers won. the stocks been working it's way higher because wall street has fallen back in love with ai including their ai. we have taken a position in the stock and we think that the ai bowls this time will be proven right especially larry remains very involved in ai transition. last thursday i got a call. i

thought it was a darn good company but people are worried about its german heat punk pump acquisition. i have faith. i also sent you might want to take a clerestory, similar business trading technology. johnson reports on tuesday. doesn't have any growth. the stock is down more than 12% for the year and is much more cheaper than carrier or train. look at it. wednesday, fed closed and we hear from one of my favorite companies, adobe. which is on a mission to make generative ai for everybody. democratization, not just for the big enterprises. it has consistently delivered amazing returns. i think it's going to be the same. there is a battle among traders at the moment the numbers come out. there are so many artificial

unintelligent headlines that cause computer-driven trading to take place and the stock goes up or down. you haven't even listened to the conference call. this time, there might be more to the company than the quarter. more than a year ago adobe decided to buy a design platform company called sigma that would be an expensive fit under its roof. i think it was worth it because the tools are so beloved but regulators can't resist. they are digging in their heels against the heel. we made --. on thursday, two best-of-breed operators. costco and lennar cost goes quarters are anti-climatic they report monthly numbers too. i care but they said about economy.

we on customer for the trust. i don't think it's worth it trading in and out. stock just doesn't dodge. don't worry about them in a couple of months. i would rather give them the benefit of the doubt because they deserve it. when i went to amazon i was conscious that seattle house is not one but two companies. amazon with prime and costco with club membership. neither of them has a problem with shrinkage. you can't steal from an online company and costco is a club where you need to pay to join. what kind of thief pays a membership fee when they could just steal from anywhere else for frequency i told you about how the brothers are doing incredibly well. i realized i might be giving another homebuilder -- these guys have been building high quality homes and making big portions for asians. i expect lennar to do better this time. the stocks run. had

another leg up after the blowout. on wednesday, maybe lindauer on thursday could have another big leg up. on friday, we get results from darden. there are a few companies that have a better hand than these guys. we keep hearing from retailers and restaurant chains, one after another that the consumer wants value. olive garden offers that. as for the stock, i don't know. the cost currents right now have gotten very tough after that dustup with american express talking about a more cautious consumer during the month of october. that stuck to real hit. when it comes to darden, let's put the conference call on mute and just listen. here's the bottom line, you

need to remember that we are one of those moments where the fed doesn't even get the message out perfectly. the headlines today bucks them into continuing their home run strategy. that, my friends, is just fine for the bulls. i feel like taking some calls. i say we go to tom in massachusetts. tom? >> booyah , jim. thank you for all you do for us home gamers. >> you just started my weekend well. how can i help you quick systemic i'm calling about a company that provides an essential service. this company has 16 consecutive quarters of year-over-year growth exceeding 40%. and and out with interest rates falling again, it should spur more lending activity, which will provide a catalyst for their business. my company is fica.

>> your company is fantastic. it is expensive at all times but i think you have a beat on it. i like your thinking about fico. don't fall for that parlor game or try to pick when the fed is going to cut rates. right now powell is winning the war against inflation while the economy is still creating new jobs, which is a recipe to keep him on hold and stocks going higher. i had a chance to sit down with amazon scipio andy jesse in a rare and exclusive interview so don't miss it. a presentation of my time with the man behind the albany. out west i got chance to express the future of ai and it wasn't in silicon valley. i recut my trip to seattle and the takeaways of them on the ground with some of the biggest mines in artificial intelligence. all your calls, rapidfire, internet's edition of the

lightning round. stay with cramer. >> don't miss a second of mad money. follow @jimcramer on expert twit cramer #mentions. give us a call at one 807 43 cnbc. missed something, had to madmoney.cnbc.com . the biggest names in business. when it matters most. before they talk to wall street they talk to jon fortt and morgan brennan. closing bell overtime, cnbc.

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one year ago this week i went out to dinner with a good friend who had to be tech savvy. he typed in some stuff on his phone and while he did it he asked if i wanted to see a haiku about myself. i had no idea what he was talking about. no sooner had i said it, knock yourself out, a poll popped up

on the screen that was coded and otherworldly. i would like david blaine meets a japanese version of economics. it was one of those handful of privy to this wonderful moment. millions of people at the same time were watching the same experience with chat gpt all at once. is anything but a cheap sleight of hand. at that moment coincidentally tech stocks were one of those periodic tells pins, just the typical swoon we get one plate out and move over a sorry group and investors don't want to get hit by an ugly correction. a year later it looks like that was the perfect pie. and exquisite moment. maybe it was the exquisite moment to buy the best intech. we now know that what seemed like a simple thing, you can query to create a fund getty, turns out to be generative artificial intelligence pick something that can think outside the proverbial box and help millions of people, tens of millions, to become better

at their jobs or any task they might find themselves challenged by. these last few days i have been at the epicenter of ai. is in the seattle area where amazon and microsoft are headquartered. microsoft is the real leader and in large part because it owns half of open ai, this company created by sam walton. think pilot, already, that is important because the skeptics never believe that power of ai and have left the stocks behind. the group caught fire again because they thought the technology was a vacuous con job. i like the stock of microsoft. while other companies talk about how they will make generative ai, microsoft is already doing it. my talks with the people of the company behind the scenes indicate that copilot, the aptly named pilot has a shockingly strong level of absorption. done the proverbial block, amazon is using the same

technology to figure out what you want before you know you wanted. they can be ready, same day, with your request. is all science fact even as a year ago. let's most incredible to me? long before the haiku, i now realize that jensen wong, the cofounder and ceo of nvidia should be the same technology when he had me stand in front of the screen and asked me to tell the screen to draw anything. i got tired of the bowls of fruit. i asked the screen to show me, seascape please. it appears it if by magic. the magic of generative ai. until judge ebd, by showing me nvidia was trying to get the word out about what could be done now that their chipset the computing power to take advantage of the technology. i had the good sense to tell club members they should go by more nvidia thinking someone

would take jensen up on it. i love technology but i love helping you try to make more money in the stock market. that's what i'm about. i can tell you from my face-to face talks with people in seattle, this move is just getting started. the ai stocks may have room, maybe a lot of room to run even though they aren't of a big this week. will they pull back this week? by the. 90% of the global i.t. spent is still on pram not the cloud with chat gpt lives. i think any -- by not sell it because the wonderment and astonishment, people, it is just getting started. what humongous trend ever stops when it is only one year old? mad money is back after the break.

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it is time for the lightning round. play the sound and then the lightning round is over. are you ready? philip in washington. philip? philip, speak to me. i want to call and ask about the merger. >> i think the government is want to block that merger. they like to stop anything that would actually help some consumers because it might even lower prices. let's go to diana in indiana. >> yes. seasons greetings from northwest indiana.

i want to thank you for all that you have done for us and most importantly -- i always remember what you say. now i'm 78 years old and i kind of sort of maybe like to double in sam's tender bank. i would like --. >> go ahead. the stock is breaking out. the brazilian market is terrific. they are crushing it in mexico. by essay and. let's go to

california. >> hi, jim. i'm from los altos, california. thank you for taking my call. this company opens on tuesday. they are a competitor to monday.com. the ceo dustin moscowitz who was the cofounder of facebook has been buying this companies stocks. aims to be profitable next year. it is down more than 20% post earnings. what are your thoughts? >> i want them to be profitable before i say anything. the are two -- too early stage. that was the conclusion of the lightning round. >> the lightning round is sponsored by charles schwab.

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amazon filing on all cylinders. that's a big reason why i jumped on a plane to seattle to sit down with andy jesse. tonight we are bringing some of the best parts of you my talk with him. he is so insightful. to listen. thank you for having us. it is a great to have you in person and the first thing i have to ask you, you are all of those things i just mentioned. largest retailer, movie production, sports broadcaster, pharmacy, hardware device, car retailer soon.

this is all under one roof. what kind of responsibility do you feel given the fact that this is a huge part of our economy? >> it's great to be here with you jim, thank you for being here. how we feel, we have a lot of diverse businesses, but the thing that ties everything together at amazon and the responsibility we feel is to make customers lives better and easier every day across every single one of our businesses. everything about our businesses, we have consumers, sellers, developers, enterprises, brands and craters. that's what we are trying to do across the businesses. each of those businesses you mentioned, we believe there is an opportunity to change the customer experience, make people's lives easier and better. >> andy, with all of those businesses you have a better handle on what is going on with the economy than pretty much anybody in the world and you're not political. how does it look? >> consumers are still spending.

they are being careful about what they spend on and they are looking for bargains and deals wherever they can and wherever they can trade down on prices they are trying to do so. if you look at what we did in our holiday season, it is always important to save customers money, particularly during the holidays and especially in this economy. in our prime big deals day which was our exclusive for private members to kick off the holidays, we had tens of millions of deals and it was by far the best kickoff event we ever did. and then, if you look at what is going to happen, most people are not done with their holiday shopping. we have hundreds of millions of deals still left to come. they are jumping every day until december 24th we know customers care a lot about saving money and we are working hard for our customers. >> we do have persistent inflation. we have higher interest rates, student loan, payment presumptions and they are still spending. isn't it incredible that it is

still a robust economy with interest rates so high? federal reserve trying to cool things off? >> i think people are going to buy certain retail items. a lot will have to go bad before people stop investing in detergent and shampoo and soap and things like that. if you look at our consumables business, the growth rate is pretty extraordinary year-over year. in part because we have been able to speed up our deliveries so much in the last year. when you can get items to people same day or next day at the latest, they end up considering you for a lot more purchases. if you look at some of the items like more discretionary items like laptops or electronics or phones, people are being more careful and where they may have taken the more expensive unit, they are taking a less expensive unit. we are still growing at a faster rate in those areas but more timid than they have in the past. >> i'm going to go back to what

you said. i order a very popular book, the new reacher book and it is there the same day. how does this stuff get to me the same day? what occurs? >> if you look at the first half of this year in our top 60 metros, over 60% of the shipments were coming to people in the same day or one day. a lot of it has to do with the combination of two things. one is one we took our u.s. fulfillment network from a flat national network to eight regional hubs, we redid all the rhythms to get items close to where we are shipping to customers, we were not only able to take the transportation distances down, which lowers transportation cost and speeds up delivery to customers, but we also took our cost to serve. it was great customer experience and benefit for customers getting it faster and also to our cost to serve down. we also have these same-day facilities, which are a different --.

in the same day. in just a few hours. the average purchase in those same-day facilities from click tubing to being ready to ship is 10 minutes. top million -- about 1 million skus that we can ship out of their will be shipped in the same day. we moved from two day to a lot of the shipments being one-day and increasingly will be able to ship in the same day. >> have you did enough work to be able to say there is a level, that if it comes quickl , the person will go to the store because it is more convenient just to go to amazon? >> use it all the time. sometimes people make the mistake where they assume that you are in the law of diminishing returns if you keep trying to speed up the delivery. every time we can take delivery speed to be faster for customers and it meaningfully changes their conversion rate and rate at which they're willing to buy.

when you find downstream, when you're able to get them delivery much faster, they consider you for much more of their purchases. customers love getting items quickly. >> i like the liability. i like things coming quickly. i do want to say they are chinese, one is based in boston. teemu and sheehan. they have these prices. i know you had to address with a pricing change for your spirit but they come in 17 days, 20 days. why are people crazy about those and why did you have to adjust your pricing? >> these market segments are so gigantic. and so, competition is really good. we have always thought it was good. good for customers. fair competition but it is good for customers, good for businesses, good for invention and so when you look at retailer as an example, we have

a pretty big retail business and we are still just about 1% of the worldwide retail market segment share and it is still the case, in the u.s., 80% of the retail is still in physical stores and outside the u.s. it is about 85%. these are giant businesses and there will be a lot of successful players. i think that is good for consumers. we feel good about what we provide for customers and is differentiated because we have a much better selection than anybody else and we have only added to that in the last couple of years. as we were talking earlier, we have very low prices. heading into the holiday season, amazon's prices were 16% lower than any other retailer. very low prices with a lot of deals we put together with third-party sellers. customers care about deeply and love getting delivery quickly. you can be successful with smaller selection and good prices and longer delivery, but

i feel pretty good about what we offer customers with how large our selection is, prices and how fast the deliveries get there. >> these companies came out of nowhere. >> there are a ot of players that are going to be successful in the retail space. there always have been. we continue trying to do right by customers and we know what they care about and those inputs of selection, price and fast delivery continue to matter for the. >> you want to leave to -- lose to shien or temu. >> shien has a storefront on amazon. most of the companies we interact with both and aws as well, they are both partners. >> this conversation continues after the break. i tell you, he also doesn't want to lose. >> enough, taylor swift. thursday night football, and a trip to the cloud. >> i continue to be very bullish in 2024 and beyond.

>> grammar has more with the amazon ceo, next.

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we had too many big issues to cover with the amazon ceo. here is the second part of my conversation. please take a look. >> let's talk about some of the things you are doing with amazon web services. one of the reasons why the trust has a big position, this is a henomenally profitable thing. a few years ago, all you talked about was how you kept cutting prices. you want good deals.

last year the rate of growth slowed, but then we got a bounce. is that bounce continuing? >> if you look at the growth rates at aws. three, you saw they started to stabilize year over-year. i think that while there is still some cost optimization going on and companies concerned about the economy, it is largely attenuated. is not at the same rate as before. we made a decision in the beginning of the pandemic, right, wrong, or indifferent. it was different from other companies that instead of -- even though we knew it might be a difficult economy, instead of trying to squeeze every last dollar from our customers, which a lot of our competitors did, we would try to side with customers. we would try to help them. we knew in the short term it might lead to lower revenue

growth but if we do right by customers over a long period of time, we believe it will help customers and the business overall. i think we made the right decision for customers. i think they are really appreciative. we feel really good about that growth we see in the last few months. i continue to be very bullish about aws come 2024 and beyond. i think the business today is a $92 billion annual revenue business. 90% of the global i.t. spend is on premises. if you believe that is going to flip in the next 10 to 20 years, which i do, if we continue to have the best functionality by a large bit like we do, if you continue to have the largest partner ecosystem which we do, the strongest operation performance securities we do and customer orientation we do, i think we have a lot of growth in front of us. not to mention what is happening in generative ai, which i think is going to

transform virtually every customer experience. that's another huge opportunity. >> you did say, tens of billions of dollars in revenue over the next several years? how is that possible? >> if you think about virtually every customer experience that you know, if you think about all of those being changed and evolved and reinvented with generative ai in the middle of it, the global i.t. spend is really large numbers. trillions of dollars. i think -- in my opinion, almost all of the generative a , because all of those efforts are starting out, are going to be in the cloud. there isn't going to be this 90% of generative ai spent on premises. i think there is going to be a huge number of -- every company is going to ring that their core customer expenses. >> i'm not sure that even know what they are doing. they are in it, they say they have an ai strategy, you must help a lot of companies. are there a lot of companies doing it for show?

>> i think almost every company now, either they themselves has a leadership team or their board knows this is really transformational what is happening with generative ai. everybody knows they have to change their experiences. at a lot of companies are trying to figure out, at what layer in the stack they want to operate at, that generative ai stack. there is three main layers in the tried to figure out where. they are trying to figure out which experiences should they go after first? what are they actually going to change about it? most of the conversation in generative ai has been at the top layer of the stack, which is the application layer. all three layers are giant and we are investing on all three. the lower level is really the computer to train the models and run predictions or inferences. the keys are chips and we have been building our own custom ai chips. >> you were the first to go high end nvidia. >> we have a deep partnership

with nvidia. all of their new chips have always come out on aws and at the same time we are also building our own chips. they are for people who want to push the envelope on price performance. that bottom layer, a lot of companies will build those language models on those chips. the middle layer is really where companies that don't want to invest all the people on the dollars and build on models, they want to take an existing large language model, customize it with their own data and be able to run it as manage services for us when we both bedrock, which shakes not only our own models which we call titan, a leading third-party model. take those models, customize it, notley their data back into the general models, and have the same security and access control and features in aws that they can use in the

service. ebenezer try to figure out, what are they going to build versus -- and we are helping them do it. >> it is definitely for real. >> amazons endless applications for artificial intelligence. generative ai is going to change every customer express. >> kramers in-depth one-to-one continues from the amazon hq in seattle, next. trading platfo. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique needs with nearly endless customization. and track market trends with up-to-the-minute news and insights. trade brilliantly with schwab.

did you think i was going to go all the way to seattle to talk to the most important ceo of our time? take a look. we know about how artificial intelligence works. there are two amps. one camp that says we have to be beware of it, it could be a dangerous thing. and then there's another camp that says, we can't all go to stanford comp site, millions of people would be involved in computing. democracy, which camp do you fall in? >> you can't fully be in only one of those caps. i think generative ai is going to change every customer experience and make it much more accessible for everyday developers and business users to use. there is going to be a lot of -- but you have to pay attention to some of the dangers of generative ai and have to have the right security and make sure the models are not overly hallucinating. you do have to care about safety and the businesses operate in,

when you talk about consumers and consumer businesses and enterprises, they are going to care about the safety pieces. we have a lot of focus there but i also don't think they should throw the baby out with the bathwater. >> how do you know exactly what i'm going to buy before i know? >> i don't know if we always know but thank you. we work hard based on what you bought, what other people bought similar things to what you have bought, what you are actually looking at. we try to predict what you might be interested in and show you those things and recommendations. >> that is great customer service. he said, watch it. amazon is going to end up having the best touch. do you think you are there yet? >> oh my gosh. i think that we do a very good

job of recommending items to people and helping them discover items. and yet i think all of us on the team would say there is so much more we can do. we are constantly improving our models and generative ai are going to make our models better. is want to make discovery even easier. i think we're pretty good at it and i think we are still in the early days. >> i think about the ftc and how the ftc feels that you are entrapping people in prime. it's almost laughable to me. you do everything to keep prices down. it is a joy. when you see these things, doesn't it seem almost simplistic way of looking at things. >> we think they are wrong in the facts and the law and even on the prime issue you are talking about, for us, it doesn't behoove us to trick people into signing up for prime because prime subscription is a small part of the total

value. what really works for us with private for customers in that they get that fast, free, unlimited shipping and they can use it off of amazon. they get all the prime video benefits. is a collection of benefits. if we somehow trick people into signing up for prime and they didn't actually use the benefits, they would do us very much good and customers actually -- we have many customers who found easy to cancel prime. >> other people who say, you are too big for you hellard -- hurt small business. i understand people can feel that way because the size of your operation. >> i think if you really look at the facts, what we have done for small companies and small businesses in this country and across the world, i think it is remarkable. we have a couple million small businesses that sell in our marketplace where they are able to have much larger business and reach many more customers than they possibly could

themselves. was hard about starting a business is not putting up a website. is finding all of the customers, and then actually having to pick, package and ship and delivered to customers. the fact that we do that for so many small businesses has changed the magnitude of what small businesses can earn. >> you have created millions of businesses. >> yeah, and we have done in the marketplace and in aws. in the old days, when you were a startup, you had to raise four or $5 million up front just to pay for your data center and hardware and networking gear. then you get one shot at trying your idea. with aws, you don't have to worry about spending any of your capital that you raise on the data centers. you can try a lot of substantiation's of your idea for pennies or a few dollars a month, until you find traction. that has totally changed the game for small companies and startups. >> i find alexis stilted.

she's flat and she is a yes- man. she does whatever i want to but i feel it is not conversational enough. any change it? he >> it's funny, our vision for alexis was to build the world's best personal assistant. if we were trying to build a smart speaker we would largely be there. there would be things to work on but we would much further along. want to build the world's best personal assistant, that is a much broader endeavor. people used to scoff at that vision and notion but if you study generative ai and you are still scoffing, you are not paying attention. it is going to happen. with 500 million alexa enabled devices out there with a couple hundred million active endpoints and entertainment and smart home and shopping and information, we think we have a real opportunity to be the leader there and we are in the process of building a much more expensive large language model

that will make her both knowledgeable and conversational. >> my trust is worrying about the following. you are selling cars. you are doing healthcare. i worry, they are doing too much. you can't impossibly do all of these things. >> the way we have always thought about new investments here the company. it's the way we have always thought about it. we ask ourselves four questions. if we are successful, can it be big and move the needle at amazon. is it being well served today? to have a different approach? and then do we have confidence there. if not can we -- quickly. we will invest. sometimes it leads to very natural extensions like getting into more international countries, grocery, by with prime and sometimes that leads to less obvious extensions. aws was not obvious to people. and so each of those businesses

you are talking about, investments, fit that criteria. kuyper, the ra 400 to 500 million household in the world the have no broadband connectivity. they can do education online. can't do business online. they can't shop. enterprises have no network around the. governments have no visibility. the lower earth orbit satellite we are voting with kuyper is going to build and change the conductivity for all of those households it completely changes what is possible for us. it is capital intensive up front but has a lot of the same types of characters six of aws where if you are willing to invest capital up front, there is a large market segment there that you can provide something they could not otherwise have and i think we can charge a low price and still make good margins were it is a good business. i'm very bullish about the business. >> and cars? >> our cars are an extension of

retail business. we did a strategic agreement with sunday and it has three elements. they are going to make their cars available on amazon. there really aren't any websites where you can buy a car. here with what we are doing with sunday, they will have their cars available. customers will be able to buy a car with whatever features they want and pick it up at whatever dealership they want indica to take all of the muck of having to go to negotiate, financing and it will take about 15 minutes on amazon. it's going to be a great customer experience. they are going to put the experience in their cars and move there premises technology. it's a very broad expensive strategic agreement. the selling of cars is an extension of our retail business but we are very bullish about the partnership. they are very focused on customers like we are. >> you are waiting into health. >> are there customer expenses

that are worse than healthcare? >> passport and drivers license. >> even some of those are getting better. you getting into the country is a lot better than it was before. for us, i think when we tell our grandkids that the way it used to have to see a doctor was called three weeks in advance, drive 20 minutes, park, which in the waiting room for 20 minutes, get into an exam room for 15 minutes. dr. comes in, talk to for 10 minutes, drive 20 minutes to the pharmacy, drive to work, they are not going to believe us. i used to not believe my parents had color tv. we have an opportunity with one medical. it is really an amazing digital app with all of your information readily available. you can chat with physicians. you can do videoconferences. the doctor will come see you. it is the patient call. can get appointment same day.

you can see specialists next day. is a totally different expense. you can have amazon pharmacy deliver it and it is really broad selection. is great pricing. have programs like rx pass allows generics for five dollars a month to get unlimited amounts of it. these are very different experiences in healthcare and i think we can be a big part of the solution. >> i worry about international. it looks like is about to go in the black, but it took you years and years. you have to be in india. is the fastest-growing big country in the world, but are we going to start at zero and spend fortunes? >> i think you don't have to worry that much about international. it is a really big business today and it is growing really nicely and i think it is going to be a very large profitable business for us. when you enter new geography, if you think about an hour established international geographies, uk, yemeni, japan, growing really nicely and faster than we anticipated, like the profitability

trajectory there. we have a lot of new emerging markets, india, brazil, mexico, australia, africa, middle east, some countries in europe, and those are all places that want to have delivery and local operations. when you launch of those, you have to wait out a certain amount of fixed cost, enough revenue to cover those fixed cost about the are following the same type of trajectory the u.s. did and the uk germany and japan did and they are all growing well and the profitability is moving the right way. it's going to be a very large profitable business for us. >> what was the delta that was so good this last quarter? so close to breakeven. >> we continue to grow and more rapidly than we projected. we continue to take our cost to serve don't are from filament network. >> i have something from that i want to add. i'm trying to figure out, you guys must love my wife. because

there is a present from amazon on our step every single day. >> leser, jim. thank you. >> there is always a bull market somewhere. i promise i will try to find it just for you. i'm jim cramer. see you monday right now on "last call," tesla haters, coming out in force, after a huge year. should you rethink the stock? putting the squeeze on the ivy league. why wall street titans could prevail. lights, camera, deal? paramount may have itself a buyer. will it spur a media merger frenzy. >> utopia, tech billionaires? we'll head live to the scene. plus, there are motorcycles. then there are