c clau marcelo claure will be on the board.g to him. >>> also what's going on in china with the pricing action on ali. dbaba, softbank one of the biggest investors in alibaba they said we're not going to invest in china right now. >> right. >> let's get to dom chu, who has this morning's stocks to watch happy september, dom i guess. >> i guess i'm kind of with you, joe. i always felt early on as a kid that this kind of weird anticipation of kind of going back i was excited to go back and nervous at same time and i do remember the smell of classrooms. >> were you nervous when andrew was coming in? did you have that nervous energy >> were you nervous or excited, d dom? come on. >> i'm excited to see three of you guys around the table all over again i miss t i'm in a studio pretty much by myself this morning. it's very sporadic. >> we're thinking about you, dom. >> don't cry for me, argentina >>> post-labor day edition as we get things going again, analyst moves taking note today. netflix shares look at netflix over the year-to-da

haidi: marcelo claure speaking with caroline hyde in that exclusive conversation.on has almost tripled to $14 billion in five months, making it the world's fifth most valuable start up after bytedance, stride, spacex, and current a bank. let's get more. this is a huge jump in valuations for this australian design platform. what is behind the momentum? >> it is a massive jump. not only tripling the last valuation, but if you go back, with 2019, the company valued at $3.2 billion. extraordinary, in terms of the valuation. it says a lot about the business , it is revenue positive. you look at the list of investors, some pretty blue-chip names. not only in terms of venture capital, experience venture capital, but late stage investors and other blue-chip investment funds that can start playing that late stage venture capital kind of way. especially being an australian company, getting u.s. investors, but local appetites. there has been secondaries where they look at pension funds that want to do more in the tech space. shery: what is driving growth for the business? >>