outperforming after google sold to lenovo. space has been invested in four years. joining us to talk about the biggest up and comers and that arena who joins us now from stanford, california. in the space is we will see more consolidation in the coming years. >> absolutely. we are at an unprecedented time. we are seeing great innovation on the private side. most probably one of the exciting times. >> people say that about many different eras. what is a friend of time around? >> two things. one of them is the move to the cloud. of second, the notion hardware-based.