taylor: that was the eu's competition commissioner margaret vestager.he third quarter approved a strong one for the communication services sector came to topline performance. but the top line was telling us a different story with earnings-per-share growth relatively muted. on tuesday, i wrote down those earnings and talked with an rbc analyst. >> a couple of the companies that were getting deeper into investment mode, the one at the top of the list would be amazon. they may have surprised because they are doubling down on this one day investment. that is an expensive investment. i think there is a more interesting story at the other side of the curve. we saw a couple of companies that brought forward their profitability timelines. uber and lyft. snapchat is just about print its first positive ebitda quarter. pinterest, too. i was struck by the positive inflection points rather than the negative ones. taylor: let's get into those. you brought up lyft and uber. are you fully confident that 2021 targets are intact? mark: no. i think they have a high probab