use mythink i want to stock and when things get tough, cassia still worth something.still worth something. >> if facebook will be around for the next 10 years, what will be the next big thing -- >> the truth is, i don't know the next big thing after facebook. almost every company that i invested in, when i met the founder, i had no preconceived notion. i have to invest in this person and in this idea. microsoft buying for a vast fortune, which -- what did you see that you draw lessons from? with thefriends founder. we talked about how twitter was not being well managed. i am investing. the building to allow people to collaborate. he basically build the company out of this idea that there should be twitter for enterprise that he migrated to be a facebook for enterprise. what are you trying to look for? >> when i joined -- what i join these people to pursue doing this? >> i want to talk to you a little bit more about the investment you're making. it more with george zachary, next. ♪ >> welcome back to bloomberg west. i am emily chang here with cory johnson and george za