>> i think because of w hatsapp, it is basically locked in. dominants the medication behavior.ou will see everything from transactions and payments, a lot of things you see in places like china and japan will get brought over to the rest of the world. there will be this massive pop from that enables it all. >> what about snapchat? orientedlargely team in the u.s. >> google is buying a lot of robot companies. they are competing and trying to connect the world in different ways. >> i think the proposition is very different. they said they would organize all of the rules. information is getting generated in all of these other places. you are unlocking situational data around the home. your unlocking all of the spatial information that is used to inform maps and get people from a to b safer. >> and glass? >> they realize the world's information is no longer trapped on the internet. the information exist everywhere. their job is to use all of the cash from search to go and basically get the information business anywhere else. >> what about apple? >> i think these guys have lost larg