>> it's jerry yang and the team that was at yahoo! all part of the genius deal because they paid $1 billion for it and it will be worth billions and billions and about billions it's the gift that keeps on giving to marissa mayer. >> simon here, good morning. you were very critical of mayer and i asked whether you were ready to call it and say that the emperor had no clothes, but you still continue to raise the question whether she'll deliver on display advertising and do we have anything on the table so far with the stock so far that's doubled to indicate that she will? >> well, you know, first of all, critical just saying that the advertising business is declining when everybody else is going up, i don't think that's critical. i'm pointing at a fact. so, i don't know if i'm critical or i'm just saying, hey, facebook is going up and google is going up and yahoo! is not going up. it's a factual thing. i think the stream ads are really interesting and that's fascinating what they are doing around stream ads. i think some of the new vide