re/code's walt mossberg and kara swisherer here to talk to us. and first rick santelli. >> two things we don't normally pair together, housing and soybeans. why pairing those together? because neither are moving. what do i mean by that? you are going to have to come back after the break to find out. today could be the day. the day we give you hope. relief. a cure. today, we believe every life deserves world-class care. as one of the top four hospitals in the nation, over 100,000 people from around the world come to cleveland clinic for care each year. and we're ready for you with a second opinion or a same-day appointment today today today and everyday. call today, for an appointment today. aso all of the fresh beef we sell comes from cattle who've had room to roam. no antibiotics, no added hormones. third party rated for animal welfare. raised by people with responsible ranching practices on over 1000 us ranches, like hearst ranch. because to us, value is inseparable from values. whole foods market, america's healthiest grocery store. ok, if you

kara swisher co-executive editor for re/code one of the judges so to speak on the advisory board.d morning. >> hey, carl. >> everybody approaches this from a different viewpoint but for you, what was the test of someone who should be on this list? >> someone that's really disrupting. someone who's really doing something that's unusual and not sort of the same old, same old. that's what i was looking for. things that could be promising even if they don't work that are interesting. >> some of these selections seem to be about more on a sector or product because we had a couple that overlapped. bill ackman and dan loeb, drew houston and aaron levie. seems there are several bets on industries too. >> absolutely. there are certain things like elon musk doing all kinds of odd things, moving to mars, building cars and that's to me very interesting in terms of innovation but in general it is product oriented with the cloud, for example, such a big thing, storage is such a big thing. and, you know, i don't know if edge funds as well but all sorts of innovations going on too. >> a number of

bill george is a former ceo of medtronic, and kara swisher is co-executive at a leading tech website. let me begin with you, i spoke earlier with kara, by the way, and asked her if this was a kind of jackie robinson moment. but bill, why has it taken so long. why have ceos or board members been so hesitant to be open about their sexuality. >> i think it is very disappointing. you know, in minnesota, we had a big same-sex amendment, was going to constitutionally ban this for all time. a group of ceos we organized in minnesota were willing to speak up and put their company on the line. i think it has been way too long, tyler, the whole society. actually the business community in many ways is leading the way in sports -- >> but how can you say that, bill, if mr. cook is the first of the 500 or the first of the s&p 500 to acknowledge his sexuality? how can that be the name of the game? >> i can tell you the board member i worked with did hold back and it made me weep when i read it. but i think more and more, the encouragement is there, the acceptance is there. and i think within the busi

. >> kara swisher is co-executive editor of recode. lot of ambient noise in the sound bite but he seemed very optimistic even though it was a bit of a delay. prospects in china? >> good i think. very strong preorders. i don't think he would have been quite as enthusiastic. they report on monday i and think he was signaling the are results so far have been terrific in terms of sales. 45 to 40 million in this quarter and that is without china. so i think they are pretty bullish on the sales in china. >> and the unveiling yesterday kara of all the new products that the company released. it's mature market the ipad. >> yeah. >> what you saw the id that ignite the market from your perspective? >> no it's just a better ipad. slightly thinner. the feature with the touch, the fingerprint. i don't think there is that much more in it. it is just a better version essentially. and i think they are just cleaning them up. i don't think it sets the world on fire this particular new version. >> kara here is what i wonder. there can be sometimes just d

kara swisher, who has long covered the tech industry and is co-executive editor of the tech news websiterecode, joins me now. so, kara, in this day and age, why does what tim cook had to say matter? >> well, he is the most prominent executive in tech, and he's running the most valuable company in the world. and so he has a lot of prominence, and this is a big deal for him to come out and say that, and the fact that no fortune 500 executive has done this is a milestone. >> ifill: why now? tell us about tim cook? >> i don't think there was an occasion. he didn't just decide, like, wake up this morning. he's been out among his friends, as he wrote, but he had never acknowledged it in public, and people have been talking about it in silicon valley a lot. there was a lot of hubbub a couple of months ago when a cnbc exchange discussed it. everybody knows he's gay. he's been moving slowly towards it. he appeared at the gay pride festival in san francisco this year. he made a speech recent about gay and lesbian rights, related to alabama, where here's from. so he's been moving towards it very cl

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that is the lesson that the kara swisher says satya nadella is learning after his apology that women cept good pay for the sake of quote good karma. >> car kara you waste nod time writing this about yesterday afternoon. >> he said something really stupid. he's major tech figure. his dogma ate our karma i guess. i don't know what to say. it was a 45 minute interview and most was fine but he managed in front of the worst possible audience which is the very prominent women in tech. and interviewed by one of the most prominent, also on the microsoft board, just a disaster really. >> a lot of people this morning he came out and said i was inarticulate. i answered that question completely wrong. others say it was such a well-formed view that you almost have to believe that he actually does believe this. what do you think? >> i think it does come from truth. i think satya is a terrific guy and i think he's trying like most men to think about that he has issues and he's been at a company largely run by men. mostly men in power. and i think it is a function of that. is that they are not thinki

joining us kara swisher, co-executive editor of re/code. thanks for joining us.e saw the tweet calling this a significant moment. how much more significant is it given the influence and scale of apple as a company? >> well it's huge. obviously apple has always been at the forefront of gay rights since the '80s really. but saying it out loud is a big deal. a lot of people knew or thought he was. but him saying it himself in such an eloquent way makes a big difference. a lot has changed in corporations and this says a lot about apple. but it is not just a gay right. as the human right. and tolerance in the workplace and where everybody is tolerated. >> my take kara is there are certain kinds of issues being talked act in silicon valley in ways they weren't before. whether issues around women in the workplace, new mothers in the workplace, diversity in general. what is your take on how that has moved over the past few years? why that is moved? and where it goes from here? >> caller: it's just people are talking about it. i think -- you have a very non diverse workfo

get back to the kim kardashian thing, seeing carol swisher, kara swisher is -- melissa: derail the program and move it back to totally different topic. >> respected journalist rolling her eyes. melissa: i'm going to interview kim kardashian. >> that is insane. kara is a friend of mine. >> kim kardashian is genius. got to stop hating. >> what mcdonald's is doing throwing in the towel. it knows it is crummy disof the abouting products are not selling, not selling with young kids. melissa: i love mcdonald's. >> the kids like less crummy stuff coming out of chipolte. >> the problem i have with it is, problem that i have with it is that they're using negative word. who wants a negative word attached to it? melissa: hunt for vaccine, nearly 5,000 people have been lost to the ebola virus and one company son the search for answers. plus sit back and relax and take a flight in a windowless plane. i'm not so sure about this one. more money coming up. ♪ (vo) you are a business pro. maestro of project management. baron of the build-out. you need a permit... to be this awesome. and you...rent from nati

joining us this morning, kara swisher, co-executive editor at re/code and for us the hour mike santoli. jon fortt as well. amazon getting hammered after earnings came in well below estimates. also a disappointing forecast for the holiday season. sales down 30% and tracking for the worst year since 2008. we all know what 2008 was like. >> cramer's point this morning was the analysts if you look at the conference call are truly beginning to question the willingness to spend. >> it happens a lot with him. retail is a tight margin business and he spends like crazy on things that are experimental and sometimes that are super competitive because he's interested in these spaces such as the phone area. where they had a big goose egg obviously with that phone. which is a very good phone but it is a very tough market. >> i wonder if they are more upset about the spend torg opacity of the metrics. >> i think it has to be both. after last quarter and this quarter it is fair to question the thesis on amazon. the thesis might be broken. you look at cloud. they are spending a lot to expand into germa

and joining us is kara swisher, co-executive editor at re/code. good to have you.a lot of momentum names reporting strong earnings yesterday. shares of linkedin gopro and groupon all rallying. a lot of people were skeptical about these companies but it seems like they actually have it together at least for one quarter that we can talk about. do you think we set expectations too low? >> i'd say so with linkedin. linkedin is growing business and trying hard in china internationally and in a sector with with a lot of growth. how we find employees and others in the workplace. i agree with the guy previous about gopro. i think it's a disco stock. and they did well this quarter but the idea it can sustain this momentum seems ridiculous to me at this point. and groupon is struggling to try to make its business, essentially the couponing business shifted to this deals business. and it's made progress but it is a tough road for people running that company. >> kara, what do you make of the fact that gopro is able to expand margins from 42% to 44, seemingly able to sell the h

joining us now is kara swisher, she is a recode's executive editor. welcome. good to have you with us. >> thank you. >> without straining the analogy too much, is this the jackie robinson moment for the lgbt community? and for american business? >> it's a big one. it's definitely a big one. i mean, he's obviously the ceo of one of the most valuable companies in the world, if not the most valuable. i think it possibly is. and he stated it quite publicly and quite in a very elegant and firm way. he wasn't going to back down from it. it was a very strong statement. it will have reverberations all over the place. you know, i don't know if tons of ceos will suddenly come out, but it certainly will make people think about the issue very carefully. >> we may well be able to intuit what this may mean for lgbt individuals who are in a corporate world. >> right. >> but what do you think it means for american and global business? what's the long-run implication of it, if any? >> i don't think -- eventually none. this is an issue that's been playing out for years and year

we had people like megan smith and kara swisher. people wanted role models. who is the career woman in tech you would want to hear speak, 95% of the people had no idea. they didn't have one name they could say. the other 5% said megan smith, who is amazing. it turns out people really wanted this, so much so that we had 800 people show up. how did we get that money? >> i'll be honest, i stalk people on twitter a lot. whatever term you love, put it in your twitter handle. that would save me a lot of time. tell your friends. so we found lesbians, we provided value. people kept saying, what's your five-year vision, what's your strategic plan? screw that. they suck. they're a waste of time. right? run experiments. test your assumptions. that's how you're going to build your community. our friends in new york saw that we had a summit in san francisco. they got jealous. can you do one in new york? >> i'm going to listen to my community. if you can -- if we can raise $20,000 presell tickets i'll do it. they proved me. they had a summit. the white house called us. can

then you won't want to miss kara swisher on "squawk alley" sounding off on the comments of microsofta raise. lly has no hidden fees on savings accounts? that's right. it's just that i'm worried about you know "hidden things..." ok, why's that? no hidden fees, from the bank where no branches equals great rates. (shouting) location. here's the location that matters the most. here. or here. or here. it's wherever this is. to get customers to come here and stay here, you're going to need an app that connects to all your systems. so they can bank, shop, do what they need to do, and you gotta do it fast. before the competition does. it's tough out here; you better be on the right cloud. today there's a new way to work. and it's made with ibm. so i can reach ally bank 24/7, but there are24/7branches? it's just i'm a little reluctant to try new things. what's wrong with trying new things? feel that in your muscles? yeah... i do... try a new way to bank, where no branches equals great rates. could mean less waiting for things like security backups and file downloads you'd take that test, righ

. >> kara swisher with her take on apple wanting to make skr subscriptions cheaper. our rheumatologistut a biologic... this is humira. this is humira helping to relieve my pain and protect my joints from further damage. doctors have been prescribing humira for ten years. humira works by targeting and helping to block a specific source of inflammation that contributes to ra symptoms. it's proven to help relieve pain and stop further joint damage in many adults. humira can lower your ability to fight infections, including tuberculosis. serious, sometimes fatal infections and cancers, including lymphoma, have happened, as have blood, liver, and nervous system problems, serious allergic reactions, and new or worsening heart failure. before treatment, get tested for tb. tell your doctor if you've been to areas where certain fungal infections are common, and if you've had tb, hepatitis b, are prone to infections, or have flu-like symptoms or sores. don't start humira if you have an infection. talk to your doctor and visit humira.com this is humira at work open port twenty-two-oh-one-seven on

joining us this morning, kara swisher, co-executive editor at re/code and for us the hour mike santoli well. amazon getting hammered after earnings came in well below estimates. also a disappointing forecast for the holiday season. sales down 30% and tracking for the worst year since 2008. we all know what 2008 was like. >> cramer's point this morning was the analysts if you look at the conference call are

kara swisher will join us to weigh in and we've got technology investor roger mcnamee who's never shorts like these coming up. there's a difference when you trade with fidelity. one you won't find anywhere else. one-second trade execution. guaranteed. did you see it? in one second, he made a trade, we looked for the best price, and the trade went through. do the other guys guarantee that? didn't think so. open an account and find more of the expertise you need to be a better investor. your customers, our financing. your aspirations, our analytics. your goals, our technology. introducing synchrony financial, bringing new meaning to the word partnership. banking. loyalty. analytics. synchrony financial. enagage with us. revolutionary by every standard. and that became our passion. to always build something better, airplanes that fly cleaner and farther on less fuel. that redefine comfort and connect the world like never before. after all, you can't turn dreams into airplanes unless your passion for innovation is nonstop. ♪ >>> good morning. it is 8:00 a.m. at hp headquarters in palo alto,

we had people like megan smith and kara swisher. people wanted role models. who is the career woman in tech you would want to hear speak, 95% of the people had no idea. they didn't have one name they could say. the other 5% said megan smith, who is amazing. it turns out people really wanted this, so much so that we had 800 people show up. how did we get that money? >> i'll be honest, i stalk people on twitter a lot. whatever term you love, put it in your twitter handle. that would save me a lot of time. tell your friends. so we found lesbians, we provided value. people kept saying, what's your five-year vision, what's your strategic plan? screw that. they suck. they're a waste of time. right? run experiments. test your assumptions. that's how you're going to build your community. our friends in new york saw that we had a summit in san francisco. they got jealous. can you do one in new york? >> i'm going to listen to my community. if you can -- if we can raise $20,000 presell tickets i'll do it. they proved me. they had a summit. the white house called us. can