that we all know that larry ellison is a force of nature, and that what he wants, he will get. oever is the ceo will have to bend to larry's desires. >> larry gave you money to start salesforce. >> he was our first investor. >> salesforce has become the main competitor of oracle. what did salesforce do right that oracle did wrong? >> we focused on a cloud, but instead of delivering books or search results, we are delivering business functionality. we have stayed focused and dedicated for 15 years. we have achieved great success. there is a message in business which is that you have to be dedicated. >> did oracle miss the cloud? >> oracle has a different business. when i left, they took me into their office and said, mark, it is a good thing that you're leaving oracle. he said, it will be difficult to do a brand-new technology model and business model, because everything from the way that you deliver the software to the way that you recognize the revenue is completely different with cloud computing. >> you and larry ellison have had a rivalry and a partnership. what is your relat

and even larry ellison has proven that, as well.here they don't let the game be defined by where they started. but most people cannot do it. emily: what about google? eric schmidt, chairman of google, recently said that amazon is their biggest rival in search. bill: to qualify, he made the comments during an eu antitrust meeting. there was an incentive to highlight the competition, obviously. but i think there is some truth to it in this case. the nature of search is changing. if you were to search for an item to buy from an e-commerce search on amazon, you know where the reviews are, you know the category it is in, you know how to select prime or not. you do not get those features. now, google is doing something interesting. they are taking on this endeavor called google shopping express, which i cannot make the math work. i am waiting for someone in the press to follow around one of these vehicles and add up how many stops. i don't see how it can work. emily: and they are also trying to do delivery drones as well. bill: don't get

emily: do you want to be the larry ellison? of cloud storage?on: it does not seem like he has had a horrible life. because of what we do is, sort of, transcends industry, transcends sort of different platforms and devices, and ways you're going to be able to work with information, there is really no limit to what is going to be possible in our kind of market, broadly. we have a very wide palette to work with over the next many, many years. emily: aaron levie, ceo of box. thank you so much. aaron: emily, thank you. emily: great to have you. ♪ betty: tonight on "titans at the table" we talk football and the big apple. >> there will be a coin toss right here. betty: with the man who is bringing it all together. jonathan tisch, co-chairman of the loews corporation and co-owner of the new york giants. he was born and raised in a new york family. in 1959, his family branched out and bought loews theaters. today, the loews have billions of dollars in asse

emily: do you want to be the larry ellison? of cloud storage? aaron: it does not seem like he has had a horrible life. because of what we do is, sort of, transcends industry, transcends sort of different platforms and devices, and ways you're going to be able to work with information, there is really no limit to what is going to be possible in our kind of market, broadly. we have a very wide palette to work with over the next many, many years. emily: aaron levie, ceo of box. thank you so much. aaron: emily, thank you. emily: great to have you. ♪ >> he's known of tech's urnaround guy. famously taking the enterprise software maker sybase from the verge of death to $5.8 billion powerhouse. now he has taken on what some say is an impossible job, leading blackberry's comeback. can he prove them wrong? and just how did he become the tech industry's fixer? my guest today on "studio 1.0" isck

. >> endemic in silicon valley history any where am oracle larry ellison, come and gone a couple of times. so there's nothing unusual or earth shattering about it just taking a company to the next level or magic mark. >> what is the advantage of making that announcement, of making that public that you're looking for somebody and that you're going to step down? doesn't that have any negative impact on morale internally? does it -- >> we haven't actually made any announcements. >> i guess we have. >> you talked about. >> talked about it. >> the advantage of that is it's easier for me to keep straight if i say the same thing, so i don't really have one set of messages for employees and another set for customers another set for investors, so we have been talking about it for years. >> you still on the board of the san francisco opera? >> i am. >> okay. you once said that you know very little, if anything, about opera. >> yes. >> that, to me is a great sitcom, the guy on the board -- >> they know that before they asked yous? i did mention that to them before. when they asked me to join, first

stuart: he displaced larry ellison at number four. ashley: he's on his way to the top.tt shellady commodity guy, he wears the cow jacket in chicago, do you have any opinion on jeff bezos or amazon, stock stuff? >> yeah i do. here is the shocker, the reason why the stock is up the street is shocked that they made money that's a story. and 7 billion overnight is also a big story, but you know what? they do it faster cheaper, better, anywhere you want to be. who is going to be in the way of these guys? i would buy on a pullback there isn't anybody that could stop them right now liz: look at that move. stuart: that's right. and we should look very closely at american technology because it flat-out dominates, doesn't it? you've got to have a piece of one of these power companies in your portfolio, just an opinion. big profits and a big name starbucks how well is the stock performing nicole? >> i had my mocha frappaccino today. and the sales up 7%. stock is up 4%. hitting a new lifetime high 20, 30 million more customers, trance, as on the rise and they raised their outlook.

and it's long been the playground for tech elites like oracle's larry ellison. developers are building private communities to appeal to the next wave of tech elites, welcome to martis camp. this community is based near the north shore of lake tahoe, home to heavy hitters from apple, google, facebook, as well as venture capitalists and start-up founders. >> we're really catering to the people that are changing the world. and we're helping change their lives. and you know, as plugged in as they are to be able to create this amazing technology that we're all using, they're coming up here, and really unplugging a bit. and really engaging with their family. and i think consequently conjuring up interesting ideas while they're kind of away from their everyday life. >> this 2100-acre resort boasts an 18-hole golf course, 26 miles of trails for hiking, a private ski lift to nearby northstar and access to lake tahoe itself. business is booming. this year the club already sold 77 properties for $140 million. there has been some $1 billion worth of property sold since the

. >> he has backing from larry ellison and casino mogul, sheldon adelson and the miami car dealer ande has a lot of support. >> donald trump taking wind out of the sails of our home state governor? >> chris christie's worst nightmare, donald trump. remember the boisterous telling us like it is guy, christie has been trumped by donald trump. >> think about it. he is a template he is tapping into the anger that is there. he is showing speak from the heart and tap into the ainge remember in the electorate you can make some gains. i don't know why they're not watching him. >> i guess the big question how is it that there is so much outrage over his recent remarks about john mccain, for example, that he is not getting hit in the polls for that? >> i think john mccain was a lot less popular with the conservative base than the establishment guessed on. "the donald" either intentionally or inadvertently tapped into that. >> that is an excellent point. very quickly before we move on the cruz surging point, sampling of the poll was 230 very small, margin of error is 5%. one who broke out was tr

i'm not that big fan of oracle and i am a fan of larry ellison. he's done a great, remarkable job, but oracle did not have a good quarter and sales force had a blowout quarter. you know what? if i didn't own either one i would feel like i would be compelled to buy my first 25% of sales force.com if i can get that stock below $68. listen, i know it's not easy out there. it's horrendous. i hated today, okay? but you've got me in your corner. i suggest finding the stock of a great american company and get it at a price that it doesn't deserve to be trade trading at for you. coming up on "mad money," that may be obscuring an ominous sign. don't miss my take and the opportunities are presenting themselves in the market. i have the ceo of alcoa fresh off of what was a pretty good earnings report. stay with cramer! ♪ ♪ >>> don't miss a second of "mad money," follow @jimcramer on twitter. have a question? tweet cramer #madtweets. send jim an email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. ♪ ♪ ♪ it

. >> and bezos is stealing the spot of larry ellison. >> have a great friday.nks so much. >> thanks. you, too. >>> comcast reportedly in early talks with several new media companies for potential deals. comcast nbc universal unit held talks and has discussed raising its existing 14% stake in box media. >>> shifting focus to a consumer story here starbucks shares shutting an all-time high following the company's q2 earnings report. dom has the details. >> starbucks says it's hot. the world's biggest coffee shot prater recorded earnings better than the share. revenues narrowly topped analyst estimates for 4.68 billion. total number of shares of stores open more than a year gained 6%. the company said it's going to buy back an additional 50 million worth of stock in its existing buyback program. during the conference call howard schultz spoke about a number of different things including how currently fluctuates would continue to be a considerable headwind and that there's been a lot of initial success with its mobile ordering and pay system at its pilot source for