peter teel talks about this. the point peter makes, and i agree with that, is there never is one. will never be another microsoft. there will never be another google. there was just the one. we have founders come in all the time and their building the next whatsapp. there will not be another whatsapp. there will be new things. what do we know about the new things? they will be viewed as completely crazy. the one thing we know is that nobody will think it's the next best thing. it will be out on the fringe. it will be considered bizarre. it will be software as a service in 1999. people will not think it will work. 10-years later that is the thing. >> marc andreessen, everybody. ♪ francine: hello, and welcome to "inside fendi." we are in rome, and over the next 30 minutes, bloomberg brings you behind the scenes of one of the most iconic italian fashion houses, fendi, with the ceo pietro beccari. in 1925, two italians opened a fur and leather shop in rome. their names -- edoardo and adele fendi. the mantle passed to their five daughters, and is there where the fendi story really begi

emily: peter teel said to me for example, hp is not a technology company anymore.t is a bet against innovation. aaron: that is a provocative statement. but i think in terms of relevance, you have leaders of these companies that are recognizing that their previous strategy would have lead to irrelevance and they have to change that. we have this view that everything is zero sum. ibm does not have to lose for apple to win. or for salesforce to win. emily: what about microsoft? a company that you grew up with. aaron: there are specific product areas where we could potentially lose or be harmed by some of this transition, but there is an entire company at the macro level that does not necessarily have to lose. emily: so companies like microsoft, google, amazon are dropping the price of cloud storage. how much of a threat is that? to box. aaron: we love that. the same unit of storage is now a 40th of a price and it was 10 years ago. on the supply side of our business. the cheaper storage gets, the more data we can store for a customer and the more we can deliver unique