aereo is down, and at trying to fill the gap aereo has left behind. ♪ >> aereo may have fallen, the legende on. that is what founder and ceo chet kanojia suggested to me yesterday. >> i think we definitely feel like we brought the conversation to the forefront. the court -- there are court cutting -- there are cord cutting forums everywhere. people are buying antennas. we raised the question in consumers' minds, is very differently to skin this cat? i don't know what happens after this. d cutting startup operates a little bit differently but similar to aereo . you connect a $200 set-top box to your network. you can record over the air broadcast television and watch it from any mobile device. mark eli is the founder and ceo of simple tv. at the least, can you say that aereo paved the way for your company? was at aereo tapped into consumer desire to get broadcast content, great tv content, on all devices. they created a national dialogue around that, which is fantastic. >> it is. now you see everybody going towards video streaming. the biggest difference between you and aereo is simply that

aereo's service violated program copyright protections. joining us is david bank. this aereo thing has got a lot of attention. consumers seem to really love this thing. what is the laughing take away of the end of aereo? was a really interesting product from a consumer utility perspective. i don't know how many subscribers there were ultimately. i think the court documents discussed some of the subscriber-base. showed it was not enormous. i think that change in the media is painful. there is clearly an innovators thdilemma. it seems to come from outside the system. i think aereo's contribution was probably a push. a push to continue to make the media evolved to see some of these a la cart products. cbs all access, over-the-top products. could that have been a catalyst or even the hbo over-the-top products? i think they were a catalyst but ultimately, you know, they were sort of -- they didn't fit within the regulatory landscape but maybe they helped to push change the regulatory landscape. >> i wonder if it is regulatory or the businesses themselves. the networks o

coming up, aereo is filing for bankruptcy. will another player step up to disrupt the tv industry? we will discuss that next on "bloomberg west." ♪ >> i am cory johnson and this is "bloomberg west." the iphone 6 and the iphone 6 plus went on sale back on september 19, but many customers are still waiting to get their grubby hands on the device two months later. the 16 gigabyte iphone 6 plus is now shipping in an average of seven to 10 days in the u.s. but, some stores are taking an average of three to four weeks. does apple have a serious supply problem here or is it about demand with the holiday shopping season right around the corner? joining me now is gene munster in minneapolois specifically, i ordered -- no diss to our android friends -- i ordered the iphone 6 plus and it took me like six weeks to get that thing. is that a common experience? >> it is. there are certain carriers that have better inventory, but it has been really tight. the reason is the demand seems to be better than what people had thought. it is always hard to figure out which is what driving. one thing we can

it looks like aereo is toast. they are filing for bankruptcy protection. preme court agreed with protesters that their service violated her ramming copyright protections. joining us now from new york is an analyst from rbc capital markets. this aereo has gotten a lot of attention. consumers seem to love this thing. what is the lasting take away from the end of aereo? >> i think it was a really interesting product from a consumer utility perspective. i don't know how many subscribers there ultimately were. i think the court documents that discussed some of the subscriber base showed us it was not a particularly enormous base. change in the media ecosystem is painful, there is clearly an innovators dilemma. the great innovation tends to come from outside of the system. i think aereo's contribution at the end of the day was probably a push to continue to make the media ecosystem evolve, to see some of these ala c la carte products to see if that could've been a catalyst, or maybe the hbo products. i think they were a catalyst, but ultimately they did not fit w

♪ >> this is bloomberg "surveillance." aereoway of the dodo after being shot down by the supreme court. the company is now filing for bankruptcy protection. betty liu is with me now. you are speaking to somebody with a lot at stake. nonnatural disaster got rid of the area but it is extinct because of us, the supreme court, i should say. the supreme court basically got rid of aereo. the company came out with a statement this morning. the ceo of aereo said basically, the supreme court killed the company. surprise, they said that there is really no plan b if the supreme court went against them. no matter where the company goes, they were a game changer in this whole over-the-top content for consumers. i am convinced cbs would not have allowed their online channel if it were not for aereo rattling the cages. on bundling their packages as well from cable operators. been doing the last couple of months? >> not a lot. just kind of treading water, seeing what legal options they have. they basically figured out they have little legal rec

articulating the changes required now because it is already happening. >> you can certainly say that aereo istrend these days, which is video streaming. tty's analogy to napster does make sense, vienna three was moving toward streaming, now is moving towards shaving -- the industry was moving toward streaming. >> you will see this technology in the future. technology will be adopted by someone else, and assets will be sold, and you will see this in the future. >> where is the pricing on cable tv? spends $482 on retail for study at the "frozen" hl.work, the n >> i will have you know i have the non-"frozen" network. >> you are seeing increasing competition in this area. studios are starting to stream on their own. you have netflix -- >> why do i have competition? i only have one thing in the house, maybe two. >> it is a sellers -- excuse me, it is a buyers' market where the price it will be sold at will be what consumers are reall willing to buy for this content. content providers are essentially looking to find their way in the next few years. sec views satellite composition as real competitio

aereo is basically stealing content. that is the bottom line. broadcasting signals and tried to charge a subscription fee for it. >> are you glad they filed for chapter 11? >> yes. it is a law you have to pay for content. it is the basic tenets of copyright law that you need to pay for content. paper retransmission and area would not do it. >> so very unlikely we would see another type of area company,? >> i do not think so. i do not know what they will do with their assets. i do not know who will buy it. there are players out there like amazon and roca. they're delivering content to consumers outside of paying a monthly subscription. programmers can choose and through those devices, xbox and sony playstation. that is here and they are not taking anybody's content unless they're paying for it or getting permission. and those are available and they have had the option before aereo came on board. >> could be argued if it was not for area or at least some of the rattling of cages we have seen, them say,ght not see i will now stream much of my conte

aereo is now trying to become a cable system.re on jobs ahead with mohamed el-erian, and many more big names coming up in the 9:00 hour. ♪ the hour which means bloomberg television is on the markets. equity markets are now back after taking up slightly. overall the jobs report was good. alan krueger called it goldilocks for the fed. 216,000 jobs. we're on the markets again in 30 minutes. we have continuing coverage and analysis of today's jobs report with an all-star lineup of guests, including mohamed el-erian, counsel -- chairman of the council of economic advisers, said lazear, and jason furman. were 56 million payment cards stolen, but millions of e-mail addresses as well. you are watching "in the loop." ♪ >> welcome back to "in the loop, we are 30 minutes away from the opening bell. futures are showing we will be opening marginally higher with equities coming off another all-time high of the s&p and dow are setting records yesterday in anticipation of the labor report. for the ninth month in a row, the economy added more tha

they were customers signing up to aereo. 's is there a future for aereo technology.ought it was a 50-50. this room court one against aereo, there was no plan b. >> ira member that interview. it was very revealing. i meant to bring the antenna up. it's a dime sized antenna. it's like a paperclip. the technology is still very valuable. that was one of the things i asked. what happens to these assets as they go through restructuring? they may be sold off, another company might want to buy it. you can imagine google, youtube within google, or another media company would want that kind of technology that makes it easier to strain video. that is valuable. how much it is, we will see. >> or what the application will be. >> i can't guess what the value is, but it's a buyers market right now for technology. >> is a to be continued. we will find out. betty liu from "in the loop," thank you. her latest from the ceo of aereo . >> we see where home prices are rising the most. >> hint, not here. ♪ --rket makers," >> this i this is "market makers." the latest data on home prices sh

is a little hard to hear you. if you could move to a better signal, that could help us out. with aereoing away, there is no doubt they changed the game. they really change the game with online streaming. what kind of lasting affect -- you have cbs now launching their online channel. what do you expect to be the aftereffects? i think what they have proved is an appetite for customers to have online television. [inaudible] n thosers can lure i customers. they can come in and shake up the industry. [inaudible] i wish cell phone services would actually work when they need to, alex. thank you so much. appreciate the effort. way, on tuesday, we will be speaking exclusively with the aereo founder, chet kanojia. he will look back at the company's journey, not only for him, but also for the industry. tune into that exclusive interview on tuesday. in the meantime, the big number is $500 million. that is how much george soros is getting bill gross to invest. janus ass bolted for few months ago and said he is honored to get the money. soros says he is not putting it into ananus fund, but account t

is one of forma companies and has a similar great infrastructure. these infrastructures are hard to build and valuable. an asset like aereo better path. >> i know they have a warehouse in brooklyn with tiny little antennas, but what else do they have? >> the infrastructure to deliver the tv over the web, not an easy thing to do. it is tough. >> looking for a job? i don't know. >> poor guy. >> he actually wasn't. i was just feeling so sorry. where of these deals there is this massive existential risk is hard, right? that is what they have. >> kind of like what you are talking about. they put everything on it and they came up last. >> that is the business we are in. >> he tried to disrupt it. he tried, let's put it that way. thank you so much for joining us. say goodbye to you, matt. >> i am going to split. oh, betty. [laughter] >> much more is ahead. matt, you know i love you. controversial, but it may be one of the things to come out of what happened in ferguson. stay "in the loop." ♪ >> well, police say that it was a much calmer night in ferguson, missouri. some stores were vandalized, but to the michael brown tragedy im

aereo when you needed it? >> sony is to be an alternative low-cut -- low-cost alternative to cable. hours of sports you watch? >> my god, too many. >> by the way, this is how pathetic i am. i just got into "breaking bad go six years later. but i love it. >> that is the beauty of time delay. >> coming up, our countdown to the opening bell continues. much more ahead on "in the loop." ♪ >> we continue to count down to the opening bell. amazon cloud business is quietly fastding, growing twice as as the rest of amazon, generating up to $5 billion in annual revenue. more importantly, it is becoming the backbone of the internet, was customers ranging from the cia to netflix on it. place forhas become a the company to roll out new services for its cloud business. cory johnson is there now. amazon, as we have been talking about, has been losing some of its glow because it continues to report losses, their margins are shrinking. but cloud is becoming the silver lining. how so? really, of all, it is a really important thing that ha

is there a different way to skin this cat? i don't know what happens after this, at this point. >> he also calls prominent aereo backer dairy donor great mentor in the process. twitter cfo anthony noto thought it was a direct message but accidentally published a tweet, revealing part of the company strategy. --o wrote it was quickly deleted but not before many had seen it. so how big of a blow is it for twitter, what companies are they looking to buy? frome joined by sarah houston. everyone knows how painful it can be. i am sure this was no different, but what have you heard from twitter about this particular tweet, any statement on the context? >> twitter confirmed it was a trying to send a private message. they would not say who or what company he was trying to buy. doesn't this signal a problem for twitter, that dmfails are so easy, even their cfo can make it? that has been an argument whatsapp should not even have existed because if twitter had gotten it right, people would be using it for messaging instead. you are right. the irony of it is that noto has been at the front of trying to convince wall street that twitter can us

aereo. >>> growing buzz about super high definition 4k tvs. they're the next step forward in high def television. but how high def is too high def?t's not a good question. do you need to see everything? yes. when you see drops of sweat coming off football players. i can see if a guy missed one hair shaving that's like a linebacker. >> that's what you see in 1080 dp. >> i think i have this. sony has ultrahigh def. and samsung has an equivalent. i have one of those. do i have a 4k tv? >> but you're not watching 4k content on it. nobody is streaming 4k content. >> but i'm ready. >> you're retd i did in a couple years when they finally get to that point if the brad band band width allows people to stream the content which is not going to be easy to do. >> isn't this the answer to the age old question about whether we'll eventually not be gathered around the tv set as a family. that we will always be there because it's going to be a 90 inch screen? >> it's just going to be the whole side of the house. >> whatever. we'll still be together and not be hopefully separate watching little iphones. >> yeah. there's something to be said about