does someone like millionaire jeff bezos mostly act in jeff bezos' best interest ?art of what jeff bezos has been able to capitalize on is a long leash from shareholders who view him as a magic leader of sorts. that is part of the flexibility he has in investing in a lot of different initiatives long-term. hone, than fire p which we think has been a failure to this point, there have been other initiatives where they have pulled back on it investing, including their auction site and search engine. was interesting on the call yesterday is they pointed out amazon will be more selective where they are investing. that is a slight change in tone. >> issa they have a long-term view -- you say they have to have a long-term view. how long? >> you have to believe amazon can sustain high above market growth rates and is managing the business toward a slight profit. we think it is too early in the cycle for amazon to harvest profits. they still have less the 5% of sales. for amazon, it is about capitalizing on market share and topline growth. >> if the biggest loss in 12 years

the question is whether amazon's big shareholders are going to stand by ceo jeff bezos. we know what didn't work in the quarter. amazon missed profit and revenue estimates. bezos has had a clear vision for this company and how he judges amazon's success by market share and customers. if that comes at the expense of near term profitability then so be it. do the big shareholders continue to embrace that strategy? the big three, capital research and management, vanguard certainly a lot of investors are not sticking around. you see them slamming the sell button. according to forbes just today jeff bezos has lost $2 billion in today's trade. >> that is our amazon report. hang on because you will want to hear this. harvard business review ranked the top ceos and jeff bezos is number one. the top five david simon of the simon property group, david pia it t. do you agree? should jeff bezos be atop the list of best ceos in america? harvard business review editor, i want to correct myself. i believe the ranking was not just american ceos, but global, right? >> that's right. we incl

amazon ceo jeff bezos has been spending a lot on infrastructure. right now the company is headed for only a cycle -- second annual loss since 2003. is asoft turnaround plan software giant is showing some traction. sales in the most recent quarter beat estimates. you can give the credit to cloud computing and workup is upgrading the personal computer networks. overall, sales were up 11% from a year ago. compared to companies like ibm and hewlett-packard that are having either slower growth or no growth. meanwhile, the ceo since february has been very busy cutting costs. >> challenge is immediate, the case of the walking dead meets dr. who. amc networks agreed to by almost half of bbc america. the price is $200 million. the combination will give both networks more leverage. when negotiating with pay tv. those are our top stories this morning. i want to reward to the data check because of the imports of the ebola check. yesterday in a quieter week. wrubel well out over 41, nearing 42. ruble, crushed. let's go to the bloomberg terminal. this is what br

jeff bezos has been pouring and gainingrones customers for the amazon prime service. story forferent microsoft. ceo satya nadella has been trying to turn the company around but he appears to be getting some traction. quarterly sales be estimates. sales were up in cloud computing, tablets, and even the struggling nokia mobilephone unit. to the top story this morning, the first case of ebola here in new york city, diagnosed in new york city. --3-year-old dr. bein after being treated in isolation after testing positive for the virus. shelby holliday is outside bellevue hospital where he is being treated. shelby, you have been talking to someone health-care workers. what have they been telling you? isoutside the hospital i incredibly busy. there was a helicopter above us a little while ago. , the health-care workers say it is indebted, very calm, not seeing the same level of patient they usually do, especially on a friday. it appears clients and customers are staying away from the hospital. the doctor's girlfriend is a hospital also. -- is that the hospital also. this hos

is jeff bezoes starting to feel a little bit of heat?s loss wider than wall street had expected. the stock down 7%. 27% year to date.

jeff bezos would pay attention.ks make up $70 plusf amazon's billion in revenue. >> that is james patterson's livelihood. >> erik, thank you. rga resources is acquiring atlas pipeline. more details after this. ♪ >> who should we talk to about markets in turmoil? i cannot think about anyone better than robert albe rtson. tomorrow on bloomberg "surveillance." looking forward to talking about the linkage in equities, bonds, currencies, and commodities. on tomrg "surveillance," keene. scarlet fu has breaking news. french. resources partners will buy atlas pipeline for $4 billion. resources will buy atlas energy for 1.9 delete dollars in cash and stock. offs had spun non-midstream assets, these are contingent upon one another. an m&a play in energy. other company news. in france can tweet money. according to the financial times. the company has teamed up with s-money, a division of group bpce. hackers at it again. targeting snapchat. said to be planning an online leak of as many as 200,000 photos and videos, many of them

>> obviously it's interesting to see jeff bezos setting up an actual brick-and-mortar store. james patterson described his darwinian appetite. >> i asked him if he thought jeff bezos was a bad guy and he said i don't inc. he's a bad guy. we look at the world in a different way. the problem he faces is that even if he were able to organize such a boycott, books represent just 7% of amazon'. amazon's revenue. as he describes it, they are not gods. >> still to come, we are not done quite yet. why has harvard's performance been so mediocre lately? ♪ >> harvard's endowment, you might say has lost its groove. it has yet to make back its endowment losses in the financial crisis. a new endowment chief is on his way in, so we are looking at some of the challenges he faces in the years ahead. bloomberg has been digging through the numbers. rings and inherit the to understand where they're going, you have to understand where they have done. harvard manages 36.4 billion dollars and are about half $1 billion shy of their precrisis levels. other universities have rebounded but not harvard.

will jeff bezos top the list?tingly enough, john chambers has -- cisco has been in perpetual turnaround. -- dan, great to have you with us. >> good morning. >> what made jeff bezos your number one? thing about our lists is that it is long-term. we look at ceo's is on the day they start the job and we measured them past april. it is not based on surveys or popularity. it is based on math, what shareholders would have earned if they invested the first day in office and held long-term. >> how much do you know is owed to the ceo and how much is to external factors? for that ao adjust couple of different ways. we look at the company's is returned in relation to the country it is based. because the goes up overall market goes up, we adjust for that and we also adjust for industry. if you happen to be in a hot sector, we adjust for that. the third thing we adjust for is market cap. at how much overall market cap increase there has been during the overall tenure of the ceo. >> why do you think jeff bezos made the list oth

jeff bezos has a toner -- eholder jeff bezos has a total shareholder reserve of 15,000% since sounding amazon. the runner ups are the ceos of cisco and elliott. -- and iliad. do you know who you would have said? who makes dove? starts with an l? >> you're losint me. lenovo.hold products -- >> lenovo? >> lever. unilever. that is for would have picked. -- that is who you would have picked. >> he would have been a candidate. we are going to move on. down to the wire in brazil. in the closest presidential election since 1985, dilma rousseff came out on top. winning reelection with 52% of the vote. now promising great change in her second term. clearly many brazilians want change. 48%. how much change due investors need? let's ask jeffrey, head of global emerging markets strategy at ubs. with us from boston. inis not a pretty picture the brazilian financial markets. investors are voting with their wallets. what do they need to see from dilma rousseff? >> a couple things. they need a bubble. a better balance of economic policy. we have argued that the slow growth of the economy in this parti

jeff bezos wandering where lesser men dare not to go. launching amazon's first physical store trying to revive, "washington post," brick-and-mortar print journalism. not thriving industries. bezos is going all-in. what does know that we don't? talk about innovators, who started in his garage and built himself up to become a gazillionaire. he has a newspaper and putting out a brick-and-mortar store. what do you think? >> that is interesting to watch. it's a play to figure out distribution, right? now they -- melissa: the store is? >> the store is meantime to reach those big markets, urban markets to do that more effective now that they lost the sales tax advantage. melissa: maybe it's a pr stunt. >> i think sort of a test case for them. i don't know if it will be more of a retail location or more of a warehouse. for new york sound like a good job opportunity for some people. melissa: you're a newspaper guy originally. what do you think about the newspaper play? >> you have to delineate between this and newspaper play. they are different --

how much longer will investors tolerate jeff bezos' spending spree? tell you what it takes to compete. passing out pamphlets just won't cut it.

i look at jeff bezos has roughly 20% of the shares. doesn't have super voting control.k at larry elson under pressure and has been able to make moves to stay in control. steve jobs when he came back to apple had very little stock at all. he was able to structure the board the way he wanted to. when he came under pressure he was able to duck it. he is an enormous personality and a founder. it is going to be hard to take him down. who do you put in his place? >> he has lost $2 billion in this recent drought. we shouldn't feel sorry for him. >> he still has 27 -- down to his last $27 billion. it feels like a company that is dominated maybe even a dictatorship by one guy. yet he doesn't have the supervoting. he only has 18%. it feels vulnerable to me given that ownership. >> i ink the many of the things that amazon has done one could argue pretty much everything they have ever done investors would not have gone for. expanding beyond books and even doing books in the first place, doing the cloud. doing hardware. we don't have numbers on the kindle tablet. they seem to be doi

wait, your stockholders this isn't jeff bezos speaking.his is facebook, they still, any business would give their left arm for 40 to 50% revenue growth and wall street is complaining about it. >> i would say this i don't think zuck should be communicating that specific message. melissa: don't think let him on the phone? >> sheryl sandberg should be making that point. one of the things that separates these guys out from twitter is management. she may be the most arrogant pain in the rear end person in the world. melissa: come on. no name calling. >> she might be but very effective business manager and the street likes her. >> market has been punishing company trying to be conservative on forward outlook, not rewarding companies for very good earnings and facebook earnings hit cover off the ball. i think they're doing right thing. i was criticizing facebook not enough investment. i think that is the right move. melissa: we'll leave it there. thanks, guys. if things couldn't get any weirder, pepsi tickling folks pink with a new strawberry mil

close to $2 billion, growing 90%, leading the internet, we could be in a situation where, with jeff bezoshinking five years out, 10 years out, much of the web is run on amazon and they've got a different kind of business than what we think of today as the guys that bring us boxes and throw them on the front step. >> should they be bothering with things like the grocery buy, where you can scan stuff in your house, should they be focusing on set top boxs? should they be focusing on phones? >> absolutely. the media business is their first business a huge part of the brand. if they don't innovate in those categories they'll find the apples and googles of the world standing between them and their customers. >> gene, how about you? >> maybe a slightly different page. i think if they can create great apps, they could focus less on the retail side and i think that a lot of the blue sky stuff they do, i'm totally onboard with it, some of the stuff on the hardware i'm not as supportive. >> all right. gene muenster and brad stone, thanks so much. while tablet sales be shrinking may for many device m

is jeff bezos' free pass over?easingly what we've seen with each passing quarter, investors are beginning to lose patience with the lack of transparency into these investments. every investment cycle at amazon has been met with reaccelerating revenue growth. what we are being faced with is decelerating revenue growth. investors are worried these are more defensive than offensive as you look ought over the forward period. >> would you agree with that, stacey? that is the big disappointment here is the rate of sales growth is not keeping up with the rate of how much it's costing? >> that's the problem here. amazon clearly said consumers first, shareholders take a number. it's fine when your sales are growing 20% plus, but the guidance they put out for the holiday quarter is 17% to 18% sales growth. when you are in investment mode and sales are slowing down, that equation know longer works. you no longer get a free pass for that. in addition, they continue to invest, including in the fire phone, in products that aren'

amazon chief jeff bezos just coming back. google product manager.an interesting move because for them it's all about going for a messaging app. this is also talking about the growth potential is facebook, the purchase of whatsapp. it's huge and the emerging markets because it's generally free. chargede year you get $.99 or 99 pence. india is their number one market. if whatsapp is brought into the facebook overall company, this is really an area to grow to keep pushing forward. in growth, 50 million people three months. what's so fascinating about the way that india uses online and phones is they've been so practical and clever in the way that they don't want to pay for access to the internet so they do this. instead of having a text, you drop call. you keep the ball moving. it's the free way of communicating. >> they like a bargain. >> they also want to see growth in e-commerce. even though we are seeing 15% penetration online, we are not seeing e-commerce grow at the same kind of pace in india. why? they still want to see cash in hand. that is why

jeff bezos keeps spending, but investors have yet to see the profits.hat makes this quarter any different from previous quarters? >> a couple of things. there is a sense of an excel race and in the spending -- annex celebration in spending. we are seeing a flat line at google and an acceleration at amazon. and that is troubling, when you put those pieces together we start to trouble investors. this is that same phenomenon, accelerating. >> let's talk about all of the things that amazon is working on parody video games, a wand to scanned groceries, a phone, a set box, which of those things do you think he should not be doing? >> i would say most of them. the ones that i found most compelling, twitch is at least interesting. this is that videogame broadcasting service, it has a monetization angle on the back end. i am troubled by what happened on the amazon fire phone. it was embarrassing when they launched. it was like they were trying to smuggle cash registers into people's houses in the guise of cell phones. it did not work as a product or a strategy.

is this what the company should be doing with investors' money or is jeff bezos lost in the jungle? rge thinks he's on the right track. he's a harvard business school professor and ceo. but jonathan geller thinks bezos and team are lost in the jungle. gentlemen, welcome to both of you. get ready to make your cases here. jonathan, why don't we start with you? there have been plenty who questioned bezos in the past. they've been wrong. he's been right. why is this time different? >> i think it's a lot more difficult now. instead of spending $10 million to undercut a competitor, they have to spend billions of dollars for tv content alone. so you look at the verticals they're trying to get into and the big boys they're trying to play with, they're now a smaller fish in a big sea when you look at them competing. these are big, big companies that have big budgets that have all the things that amazon wants. i don't think they can afford to leap into those categories. >> bill, why do you think investors should have a little patience here? >> well, jeff bezos has proved himself time and again

our traders tonight or -- ceo jeff bezos is in the hot seat. some hedge funds are looking at the stock as a potential activist play. we've got the details coming up. tonight's top story, the rally that just won't quit. the new case of ebola today could not shake the markets. turning in the best week of the year. can we trust this rally? take a look at the gains. they are amazing. the qs were up, are we climbing this wall of worry here? >> i thought it would stop in 1904 on the s&p, i was obviously wrong. it's pushed away that. some of these single stock names have been unbelievable. we talked about celgen in the green room, another all-time high. yahoo! feels like it wants to go to 45. amazon will have a tradeable bottom. we have j.j. flash to talk about that. >> pete najarian? >> i agree with guy. a little bit of a surprise how fast the snap back game. when the earnings are coming out, when you go through what the earnings have been over the last week or so, the good earnings they sold them off anyway. a lot of that was ebola. when we saw the

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amazon founder jeff bezos earned the top spot. review researchers say they did a purely statistical analysis of how the ceos performed delivering solid results over the long run. the analysis found women are twice as likely as men to become ceos as an outside hire but ceo candidates from within perform better. only 3% of the ceos studied were women. so paricia sosa with many other studies showing women drive higher profits in management why are those findings not reflected here? >> men are in charge of selecting the ceos of the company but surprised that men are getting the job. >> i think there are mother male ceos when you have out of your top hundred your going to end up with -- women are only 3% to begin with. and we also know that the decision for what to measure by was strictly based on return to investors and since women are much more likely to be hired to lead companies in trouble than they're also less likely to be the one, is that have the highest return. >> the report also highlights a lot of the ceos rose from the rank

. >> it is jeff bezos, the boss, throwing something out here and seeing what happens. seeing what happens before christmas. one store in manhattan, they talked about seattle and other places previously. this is a mini warehouse for deliveries in the city, product exchanges and customers picking up orders they already placed. they'll wait and see on the success of it. it is a prechristmas trade as well and if it is successful as they hope, they probably will roll out a few more cities. >> brick and mortar comes before the drone deliveries from amazon. very interesting old school approach. steve, have a great weekend. we appreciate it. >>> listen to this, the las vegas wedding business, bigger than ever this morning. jennifer, listen up. a legal challenge to this week's supreme court was cleared up on thursday, so last night nevada began issuing marriage licenses to gay and lesbian couples and to mark that occasion, las vegas has this full page ad in usa today with two men atop a wedding cake, the caption, you can now say i do to the one more thing right here. vegas just

basically back in december, you remember when jeff bezos went on "60 minutes" and he was talking aboutrone delivery. >> the drones, yes. >> that was it. that was like an a-ha moment for investors. this is the q-4 gap when they missed on earnings, this is the q-1 gap, this was the q-2 gap. here we are, new 52-week lows in amazon. investors have exited this stock. they do not believe the story, anyway, at least the way they did before disregarding valuation. that brings us to netflix. because this was also the one last week that broke that got us talking about amazon to begin with. this is back when they raised prices and there were a lot of issues about this. they have sub vibe escriber chu. this is where icahn got this on this one. and i'm bringing this up. obviously this stock has come all the way back, but these were kind of self-inflicted wounds by the company. amazon and also netflix, but it got investors to wake up to certain issues about their financials. that brings us to tesla. this company does not report until november 5th. i actually think you can have a similar situation, n

[laughter] jeff bezos. >> good point. >> right.ughter] so i think part of the way the system's been developed now is for the law of unintended consequences that came from the 2002 campaign finance reform where at the time -- legislation where at the time businesses and unions and billionaires could give unlimited sums of money to the political parties, and at the time everyone thought that was a bad thing. and so we passed legislation to ban these unlimited contributions to political parties, and a few years later that money not able to go to political parties started going to these outside groups. and it took a few years to get to the system we are now. what we basically used to have is a system where people could give million dollar donations to the republican party or democratic party, and we knew who was giving the money, and it went to two sort of center -- two forces that were bringing politics together. they were both trying to be big ten. and we had at the time southern democrats, we had republicans in new england, we had p

mark zuckerberg like jeff bezos and satya nadella makes a pilgrimage to india.loomberg "surveillance." live from new york. thursday, october 9. i'm tom keene. joining me, olivia sterns and adam johnson. top stories. to paylays has agreed $29 to settle a u.s. lawsuit over breaking benchmark interest rates. libor.e to rate also agreed to swap rate traders between other banks-- barclays has agreed to cooperate with traders between other banks. the imf warning the ebola couldic

jeff bezos has always been at noodling around with the idea of search.is one of the biggest customers to google. i think they recognize they are both in the same business. i am buying something, i start with amazon and if i can't find it then i go someplace else. >> product listing ads are a part of google search, but they are lucrative. you pay a lot to be there. it is trying to protect the search business. withu have a relationship google. they usually your data to improve the shopping experience. what priorities does google have? theiran't speak to specific agenda or their priorities, we share the same mission in terms of giving customers transparency and information about where they can go to buy the best products. the way that we work with google is to provide integration with our data which helps transparency. if this retailer is good at shipping or if this is good at customer service, that is a win for the customer and the user. people feel more comfortable on the web and everybody wins. >> the google partnership with petsmart strikes me as so rem

. >> kerri, quickly we talk a lot andhe show about jeff bezos blue origin, elon musk and spacex, sir richard branson and virgin. how big a deal is it for these guys? does it mean that nasa could get back in the game? very sad when there is loss of life but also in the space industry but also occupational hazard industries commercial product being developed in the united states. these things happen. this just happens to be very visible. >> we're going to have to leave it there. assistant professor of aeronautics and astro-nautics. we will be back with more "bloomberg west." ♪ >> i'm emily chang and this is>> "bloomberg west" streaming on your phone, tablet, bloomberg.com and bloomberg tv. another management shakeup on twitter. the vp of consumer product daniel graf has been replaced. they have appointed the former vp of product to oversee all twitter products, just one of many executive shuffles over the last year. joining me now to discuss the shakeup in what it means, the former director of platform and now a partner at red point ventures with us via skype and sarah who covers twitt

search technology great something that act away from great jeff bezos has always been with this ideaf sorts -- of search. amazon is paying dearly for that. they recognize they are both in the same business. >> if i am buying something i start amazon. if i can't i go to google request that is a huge problem for google. it is part of google search and lucrative. if you are over backing you pay a lot to be there on google listing. it is trying to protect the search business. >> you have a relationship. with google. they use your data to improve the shopping spirit. what priorities does google have? what are they looking to improve? >> i can't speak to google specific agenda but we share the same mission in terms of giving customers transparency and information about where they can go to get the best products and best experience. the way that we work with google is to provide intraday shannon -- intermediation -- intraday -- that is a win for the customer. if it is a win for the user they feel more comfortable on the w n web and everyone wins. teaming up with petsmart seems like the bubb

jeff bezos has always been newly around the idea of search. if you search a lot of keywords in google, amazon results will come up on top because they are paying dearly for that. start at amazon, and cannot find it there, then i go to google. >> they are lucrative. you pay a lot to be there on the google listings. google express is to protect the search business. >> you actually have a relationship with google. they use your data to improve the shopping experience. what priorities does google have? what are they looking to improve? googlennot spain to specific priorities and agendas. we give our customers transparency and data about where to go for buying best products. if this retailer is really good shipping, or customer service, that is a win for the customer. if it is a win for the user, people feel more comfortable on the web, and then everybody wins. >> the google partnership with petsmart strikes me as so reminiscent of the bubble. we've done food being delivered -- we have dog food being delivered to your front door. it is a bad busine

. >> in a strange way, elon musk and spacex and other competitors , jeff bezos and what he is doing,lly entere energized the industry and there is a reminder that there is competition out there with disrupting innovations. it's a challenge to us as we head to our 100 anniversary, to be more at gile and continue -- be more agile and continue. >> elon musk has criticized you another players. he says we can do this cheaper. >> we welcome the competition. our focus is inward, heads down. we are going to surprise some people with what we deliver. this based business is still a risky business. disaster for normal sciences rocket -- for an orbital sciences rocket. the companies vying for a piece of that cargo business as well. bad news for orbital sciences. >> peter cook, thank you. nasa's shuttle fleet fluids last mission in 2011. one nasa vehicle is coming out of retirement . one of the world's largest land vehicles. >> coming up, nurse hickox takes her quarantined the finds out for a spin today. it started a debate among politicians, scientists and the general public. ♪ ofin the latest e

one of the things we talk to companies is about, the alternate model is the amazon model, jeff bezosel, which is you want a desk it is a recycled door. ofare much more on the side [indiscernible] >> you had a spirited back-and-forth -- >> he knows of what he speaks. we will have more of emily chang's interview with mark andreessen when "bloomberg west" continues. don't miss a special studio 1.0 show tomorrow night with salesforce chairman at 8:30 in the evening both in the east and west coast. up, the company told investors it made big in detroit. but did it? ♪ >> will come back to "bloomberg west." 3-d printing, one of the most exciting areas of technology, our 3-d printing companies living up to their promise? 120 2% rise on their first day of trading. 122% rise on their first day of trading. out. this the idea of 3-d printing excites the imagination. on-demand products from guitars two guns, sexy dresses, fully functional cars, the holy grail of 3-d printers are opposite ends of the spectrum. on one side, you have the desktop size printer, the laserjet sized printer. on the other

we got into cloud. 2008 we did not have -- >> jeff bezos started out with e-commerce and look at whate has now. >> what does he have? amazon is a nice company. they are in the cloud. they make no money. you're not a real business unless you make some money. i have a hard time with his this is you don't make money at some point. what -- but amazon is 21 years old? they haven't of stockholders who think highly of what they are doing. them, but if i was a shareholder? it's an expensive company. market is $150 billion almost russian mark eventually someone will think you will make -- arcade is $150 billion almost? they don't go by reported earnings and they plow back. look at the enterprise system they've developed. this is not their core competence. >> they have built capability. i will give you that. one capability every business is expected to have is the capability to make money. certain kind of discipline, a certain kind of mindset. ultimately, if you don't have the capability -- >> you are not sure it's there? look, i like the people. they are fine. as a businessman, i'm proud of th

why jeff bezos might have bought that washington post thing too soon. after this.e more than 8 million enrollees in health care at the department of veterans affairs. that's more than 2 percent of the entire us population. this includes veterans from previous generations and veterans from today's wars. challenging medical condition ever increasing technological breakthroughs and more returning women than ever before are redefining the type of care va professionals are providing. serve those who serve our nation. provide patient centered evidence based care. bring your exceptional medical and health care skills to the veterans health administration. america's heroes need you. join the conversation at #workatva or visit vacareers.va.gov neil: in tonight's biz blitz, amazon not looking good. look at this drop. you know, the company never has any problem selling stuff. they just don't make money on it. the latest quarter, the biggest loss we've seen in 14 years. john as that's not good generally. >> amazon is -- someday there will be a huge windfall of profits. they're

watch them come back with jeff bezos. >> he had the most courage of all. >> loved that guy andrea mitchellristina balantonio. >>> let me finish tonight with it lifts tough dirt so you do less scrubbing. and its nozzle stops by itself... ...so less is wasted sure made grandma proud. mr. clean liquid muscle. >>> let me finish tonight with this battle for national ceo. that's what it is, certainly. we're not talking left versus right here but how to do the job or how not to do the job. the job at hand is keeping ebola from this country's shores. the president argues that quarantining health workers puts an unnecessary burden on those fighting the disease. governor christie questions why a 21-day quarantine is so onerous after you've spent months on the front lines of west africa. if you're ready to take on the larger burden what's so hard about the quarantine when you get back? other aspirants for the job is stepping up toughness. jeb's pushing calm. what's puzzling here is the vast gap between the heat being raised here by this tag team assault on the president and the actual differences of

why jeff bezos might have bought that washington post thing too soon. after this. you're driving along, having a perfectly nice day, when out of nowhere a pick-up truck slams into your brand new car. one second it wasn't there and the next second... boom! you've had your first accident. now you have to make your first claim. so you talk to your insurance company and... boom! you're blindsided for a second time. they won't give you enough money to replace your brand new car. don't those people know you're already shaken up? liberty mutual's new car replacement will pay for the entire value of your car plus depreciation. call and for drivers with accident forgiveness, liberty mutual won't raise your rates due to your first accident. switch to liberty mutual insurance and you could save up to $423 dollars. call liberty mutual for a free quote today at see car insurance in a whole new light. liberty mutual insurance. neil: in tonight's biz blitz, amazon not looking good. look at this drop. you know, the company never has any problem selling stuff. they just don't make

why jeff bezos might have bought that washington post thing too soon. after this.your bag right here. have a nice flight! traveling can feel like one big mystery. you're never quite sure what is coming your way. but when you've got an entire company who knows that the most on-time flights are nothing if we can't get your things there too. it's no wonder more people choose delta than any other airline. neil: in tonight's biz blitz, amazon not looking good. look at this drop. you know, the company never has any problem selling stuff. they just don't make money on it. the latest quarter, the biggest loss we've seen in 14 years. john as that's not good generally. >> amazon is -- someday there will be a huge windfall of profits. they're always using the profits to reinvest and grow. this phone thing, they should have bought something like motorola versus trying to make this thing from scratch. they're very late. neil: maybe he shouldn't have bought the washington post because he could use that money now. >> why not use the fire phone? -- anyway here's the with things am

liz: if jeff bezos and amazon came in and said we've got the cash, let's do it, we want to buy netflix, would you support that? >> obviously depends on the premium they'd be willing to pay. we have very -- we believe that the current business model with the current management and current growth strategy is a stand-alone basis, something that is a once-in-a-lifetime type of opportunity that for them to continue to grow internationally and gain share and, you know, grow subs to a point where on a stand-alone basis it's a lot more than where it is. >> go ahead, carl. >> you got to friend a long-term perspective with netflix, they have right now 40 million subs, roughly, in the united states. 60 to 90 million subs and the international opportunity is larger. so this company, despite not making much money today and we don't expect them to make much money over the next few years, we don't want them to, we want them investing and expanding internationally and investing in content to drive subscriber growth because business leverage here is so unique and massive because the content cost which

when we come back, the message jeff bezos is sending about amazon.ter, a live interview with yahoo!'s chairman of the board, maynard webb, right here at post nine. it'll be on "squawk alley" at 11:00 a.m. eastern time. dow is down 101 points. charlie, the demand on this network, it is increasing by the second. it's crazy, huh? and people are relying on it more than ever. we cover more than 99% of all americans. i know, i can't imagine living without it. it's a place where people can come share knowledge and ideas. it's beautiful. that's deep charlie. my selfie just hit a hundred likes...(gasps) a hundred! at&t is building you a better network. big day? ah, the usual. moved some new cars. hauled a bunch of steel. kept the supermarket shelves stocked. made sure everyone got their latest gadgets. what's up for the next shift? ah, nothing much. just keeping the lights on. (laugh) nice. doing the big things that move an economy. see you tomorrow, mac. see you tomorrow, sam. just another day at norfolk southern. ameriprise asked people a simple question: i

we're seeing really outside evaluations and i think jeff bezos, i think that's what sparked all of this. at some point you have to make money to justify this. >> these are private companies. i actually have to give them credit. instead of sitting there and becoming public, these guys are making their mistakes. you're talking uber and bnb. they're still young companies. they didn't take off until 2011. make your mistakes while you go public. >> i think they have their plans to walk down the aisle of wall street. they're stopping them -- >> they're stopping right now because it's not the best environment. a lot of ipos have slowed down. charles: they will go public. >> they're not doing it because they're trying -- they want to go public as soon as possible. >> i don't think they're proven they're a sustainable company. airbnb they didn't create a barrier for entry. >> they have to work at the litigation and conflicts. charles: i don't think anybody thinks they're going to work out all their problems before going public. there's a lot of cash -- they need the cash for two things. to fight

. >> in the word of tech, amazon ceo jeff bezos stilling down in new delhi this morning.alked about alibaba and competition and amazon's future. >> what you make of the alibaba listing and the success that it's seen at least in the listing stage. >> >> the reason we don't -- you know, i don't talk about competitors and in my opinion many companies spend too much time thinking about competitors, worrying about competitors, talking about competitors. when really they should be thinking about their customers, worrying about their customers, and talking about their customers. >> right. >> and so we've done this. we've taken this approach of staying heads down focused on customers, largely ignoring our competitors for 19 years. and it's worked out well for us so far. i think we'll stick with it. >> you can't forecast what will happen 5, 10, 15 years from now ie b but i'm sure you have a vision. >> my vision is, you know, if you look at the most important thing to me about amazon is that we stay true to our values and principles. and, you know, that starts with customer, puttin

liz: brian, i don't think this is stunt and i think jeff bezos is one of the smartest guys around and figure out how to do apple in a different way but any sense this is to get attention. >> i don't think it's a stunt. running a store on 34th street in that location is significant expense. it is not a stunt. i think he is looking for a blend of value here. i think he is going to have direct customer engagement he hasn't had before. i think he is looking at bonobos their average transaction doubled when they opened retail stores. i think he is looking at lots of opportunity here. this is not a binary situation. i think there is a lot of different things that they're going to bring value back to amazon in opening a store on 34th street. liz: once you get in the door, you end up buying more. midtown madness. we'll watch for it. brian kelly and sucarita, thank you for your different per speck tis. >> we'll find it interesting what a fourth quarter will brink. >>> a prostitution scandal is resurfacing in washington. it could reverberate as far as wall street. it could become who will be th