joining me now is chad ceo and wall street ceo of dan rosensweig. good to have you.logy going? here we are with the halfway point of the year. >> the technology itself. sandra: broadly speaking, yeah. >> i think silicon valley right now is in an interesting transition guide you got the old guard traveling. some of these companies we talked about that twitter is much as five, six, seven, eight, 10 years old. obviously dominated the market rate now, they have uncontested runway for the next couple years. it got interesting companies like paypal which are college kids absolutely love in this huge with a spectacular job. you've got a dichotomy of large companies with paypal breaking away, face the coming up in a lot of companies struggling to transition in their business models in the rapid change of technology -- sandra: we have twitter. >> twitter is an interesting situation that's just come back. there's a lot of structural issues. jack dorsey, the chairman role will be a longer term play. the question really comes down to whether or not the 300 million users can beco