if you have a big tv nearby, you will use chromecast, one of these things, and beam to the tv. tv will be the dumb recipient of the content. i think they think that is a low margin business that other people can pursue. emily: what is the future of elon musk? marc: obviously he will build the iron man suit. [laughter] i think it is obvious. obviously, in the suit, he will fly to mars. [laughter] so he has some work to do between here and there. there is basic inventions he still has to master. there are three guys, three founders who are really revolutionizing. we are a lucky industry. we have all these people who are incredibly well-known known and built these amazing companies. marc is certainly one of those. peter thiel, elon musk, and larry page -- you talk to them and listen to what they say or read the stuff they write, and their ambitions and aspirations are another step up from the rest of us. and so the audacity -- look at in elon's career -- to start an electric car company. people now forget that the one thing you knew in 2005 is you should never start a new car comp

. >> i'm a little surprise thawed said the next chromecast or chrome book. does that really make a difference to google? isn't it still all about the core business in search? part of the problem for google is that it lost being the default search engine for firefox? >> to a lot of long-term investors that may be the case but here on "fast money" people looking for cat lifts, the cat lifts are very important, and i think the one we've identified is the new ceo, ruth porette, a very famous internet banker back in the 1990s and then the cfo of morgan stanley coming over to google. what we're hoping for is some cost cuts potentially like you mentioned or some more details on the catalyst and the financial impact of those because right now we don't really have that catalyst and that's why on a growth-adjusted basis you're seeing google traded at a discount valuation to a microsoft or apple in the megacap space. >> it's karen. so what do you think it's worth here? >> our price target is 675, and we think that you know really just closing the gap in terms of valuat