david costin is the guy who first brought this to our attention.ldman sachs, the low quality of ipos and put a nice booklet out >> i have it on my desk up there. i haven't looked through it all, but a lot of glossy pages. but low quality, it depends on what your view is. uber is still a -- >> still a cab company >> that has other divisions. it is consuming a lot of capital, also growing very fast. >> then the times today taking softbank to task, whether it is sprint or uber or wework is there fund model flawed and what do the saudis think about that and what will it mean when it comes time to raise more money. >> talked about vision fund two, the saudis who committed 45 billion to vision fund one, which is roughly 100 now 27 of that 45 is in that preferred, pays 7% yearly dividend they are valid questions to ask. the stock has been down part on the performance of some of those investments, what they invested over $10 billion in wework the company probably not worth $10 billion, that's fair to say. >> fair. >> uber has not been a winner. there had b