josh stein, congratulations on a successful debut, up some 63% in early trading for box.et's get more on box and the tech sector. simon hobbs on the floor with a special guest. >> yes, joining me here is jay walker, founder of priceline and prolific owner of patents it has to be said. we'll talk about patents in a moment. what do you make of drop? >> i think box, talking about the ipo today? >> yes. >> the whole field of cloud computing is only understood within one area and it's about to be understood within a much bigger area, simon. all of health and medicine is coming to the cloud. as we wear all those sensors, those apple watches, all the sensors, guess what, your body streams gigabytes of data. where will we store that for every person? had in the cloud. >> this is more data than individual. i would think video is about as dense as it got. >> video is not that dense when you compare it to the human brain, the genome. at the end of the day, you're generating gigabytes a second of data and that gigabytes of second of data can give you healthy, living well, economic so