joining us, john steinberg, john forte is here. few months, google bought robot companies, data intelligence companies, a wind turbine company. are they going to become the ad-driven behavioral robotic thermostat company in the cloud? what are they doing? >> in a way, yes. i think we have to remember still most of their revenue comes from search and remember, they got their start on desktop search. not a lot of growth in desktop search. we have seen the pc numbers coming in. they have to try something in order to get growth. people called youtube which was $1.7 billion a bad investment for a long time, took awhile for them to make any money out of that. now they're making lots of money. i think larry page realizes they have to think big, think wild. >> i have a nest product. >> that's a gateway product. the smartphone is the remote control for your life. that is just one aspect, one thing you can control via this thing. >> they are not done. tony fidel says they want to be in every home and have a lot more than thermostats and smok

this is john steinberg, president and c.o.o.buzzfeed and cnbc contributor and the only man i have let punch a button in, i don't know, what, nine years of this show? >> means the world. thank you so much. >> thanks so much for coming on the show. stay with cramer. >>> it is time -- it is time for the "lightning round" on cramer's "mad money." rapid-fire calls, you say the name of the stock, i tell you whether to buy or sell. play until this sound -- and then the "lightning round" is over. are you ready, skeedaddy? i'm going to start with mike, mike, mike in new jersey. mike? >> caller: b-b-b-boo-yah, what's happening, captain? >> thank you. >> caller: fresh out of the bankruptcy, very quiet, kodak. could have some big gains on it. what are your thoughts? >> yeah, you know, we took a look at it when they rang the bell this week. i'll tell you the truth, i think it's too new to make a judgment. i typically don't punt like that. i feel like i couldn't get my arms around the new kodak, but i would invite them on the show. and i said

this is john steinberg, president and c.o.o.ed and cnbc contributor and the only man i have let punch a button in, i don't know, what, nine years of this show? >> means the world. thank you so much. >> thanks so much for coming on the show. stay with cramer. welcome back. how is everything? there's nothing like being your own boss! and my customers are really liking your flat rate shipping. fedex one rate. really makes my life easier. maybe a promotion is in order. good news. i got a new title. and a raise? management couldn't make that happen. [ male announcer ] introducing fedex one rate. simple, flat rate shipping with the reliability of fedex. everything looking good. ♪ velocity 1,200 feet per second. [ man #2 ] your looking great to us, eagle. ♪ 2,000 feet. still looking very good. 1,400 feet. ♪ >>> it is time -- it is time for the "lightning round" on cramer's "mad money." rapid-fire calls, you say the name of the stock, i tell you whether to buy or sell. play until this sound -- and then the "lightning round" is over. are

this is john steinberg, president and c.o.o.feed and cnbc contributor and the only man i have let punch a button in, i don't know, what, nine years of this show? >> means the world. thank you so much. >> thanks so much for coming on the show. stay with cramer. i need proof of insurance. that's my geico digital insurance id card - gots all my pertinents on it and such. works for me. turn to the camera. ah, actually i think my eyes might ha... next! digital insurance id cards. just a tap away on the geico app. could save you fifteen percent or more on car insurance. everybody knows that. well, did you know that when a tree falls in the forest and no one's around, it does make a sound? ohhh...ugh. geico. little help here. of the dusty basement at 1406 35th street the old dining table at 25th and hoffman. ...and the little room above the strip mall off roble avenue. ♪ this magic moment it is the story of where every great idea begins. and of those who believed they had the power to do more. dell is honored at a company that's bringi

john steinberg, let me begin with you. a wide variety of cooperative ventures.ll socks for christmas. you need socks but it's not that exciting. we wanted a television. we wanted a wearable. and instead we got a distribution deal that they had to do any way to make up the fact that smartphones are penetrated in much of the developing world. it's not that exciting and the stock is showing that. >> are you that cynical, jon? >> maybe i like socks. i don't know. there are a few things in here that i think are interesting. one as part of this announcement, tim cook made the point, 3,000 additional locations in china. that's more than just an opportunity to sell more iphones. it's more of everything else, the apple brand. significant that the head of china mobile is carrying a gold ipho iphone. he's important. >> hoins person. >> on his person. it's now his primary phone, he told eunice. that's important because he's more than just an executive. he's also a very important person in china. and the sort of trouble that apple has had over the past few months, year and a

our john steinberg of buzzfeed here to tell us about this. they are accepting. >> they are. they are already accepting bitcoin. >> so that's the acceptance part of it. >> yes. >> how do you mine it? >> so what's interesting is over the past week i decided i wanted to build a bitcoin mining rig. this is a very small hobby mining rig. what happens is this little computer here which is a raspberry pie which costs about $25 is in realtime performing computations with these little usb keys which have the bitcoin logo, to crack mathematical problems to free bitcoins from kind of the computational universe. you can't make real money doing this, but struck me over the weekend this is quite a hobby. reminds me of the home brew computer club where steve jobs and steve wozniak first introduced the apple computer. i think there's an amazing universe going on around the software with bitcoin to do mining. >> have you imagined to unearth a bitcoin? >> i have not. do you feel how hot these are right now? >> yeah, that's warm to the touch. >> i was afraid to

john steinberg has some thoughts.d to say a cnbc contributor. happy new year. >> happy new year to you, too. i feel like ken is the guy that sings the karaoke songs that i'm about to sing. word about 5 hours, 15 minutes a day of television watching and the ad budgets have not moved. only 20%-ish of ad dollars going into the internet. so i think there's a big delta there that can close. i think the revenue estimates will come up to the earlier guests' points about the guidance being low and we'll have a lot of beats in the new year. >> you think this is the year where the ad budgets start to reallocate and pour into some of the social names? >> i think you see an acceleration and the percentage moving to the internet and every fortune 500 marketer, this is the year they realize, why aren't we spending more on internet? >> you are not an unbiassed -- >> i know, simon, i'm absolutely not. look, i bank my career on this. i spend all my time -- i wouldn't invest my time and energy in this if i didn't think there was an opp

of course, joining us in today's "squawk feed" is jon fortt and john steinberg and kara swisher, the partner think with re/code. you put the all-star in all-star panel. >> good to be here. >> jon, your thoughts on netflix today. >> it's amazing how they keep chucking along, adding the subscribers, the international growth is there. the content that they've been able to develop themselves is certainly helping, too. quite a turn about from the buzz a little bit ago. remember quickster? hey, you've got to love it. >> there's sense they might have learned from the awkward pricing decisions from yesteryear. >> if call we talked about all different options that might roll out. investors love this company because it's the company of the future today. over the top, content on demand. it's what every other media company needs to get into that they're doing now. you're paying a premium to get into it. 28 times ebitda. >> i believe in your world they call that disruptive. netflix continues to disrupt the traditional television model. >> they're loud about it and well-known. there are a lot of c

buzzfeed john's steinberg is going to join us.rried about the fact that ad rates may be falling at google and rich sherwin the microsoft analyst joins as it appears they go for an internal candidate. can happe. with fidelity's guaranteed one-second trade execution, we route your order to up to 75 market centers to look for the best possible price, maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity investments. our one-second trade execution is one more innovative reason serious investors are choosing fidelity. call or click to open your fidelity account today. [ tires screech ] [ car alarm chirps ] ♪ [ male announcer ] we don't just certify our pre-owned vehicles. we inspect, analyze, and recondition each one, until it's nothing short of a genuine certified pre-owned mercedes-benz for the next new owner. [ car alarm chirps ] hurry in to your authorized mercedes-benz dealer for 1.99% financing during our certified pre-owned sales event through february 28

john, good to see you. >> thank you. i really appreciate it. thank you again. >> jonathan steinberg. dow right now is down 109 points. the s&p 500 is negative as well. thought for a moment there the nasdaq was going to hold onto positive territory. that lasted for all of 30 seconds. >> fleeting glory. chipotle is plugging the sell-off. investors eating up shares after the company reported strong quarterly sales. we'll talk to the company's co-ceo next. >>> are individual investors heading to the hills right now or do they see opportunity in this january sell off? our retail investor panel is coming up. >>> we want to know whether you are buying this dip. tweet us and we will reveal your best responses later on in "the bell." . why? because selling their funds makes them more money. which makes you wonder. isn't that flict? search "proprietary mutual funds". yikes!! then go to e*trade. we've got over 8,000 mutual funds and not one of them has our name on it. we're in the business of finding the right investments for you. e*trade. less for us, more for you. the fund's prospectus contains its investment objectives, risk