joining me from san francisco to discuss this is mark mahaney.sign up for radio music streaming process -- product? what's i am running out of attention span and out of dollars because some of these are costing you. the biggest service has always been the ad supported free service. there is a big mega-trend here. i hate to overuse the expression, but there is a trend going from an ownership media culture to a renting media culture. you're seeing it in video and now in music. sales of music is declining and what you're having his people instead looking to stream. there are great options out beatsand needs ads -- adds to the feel. >> it is a more convenient way to stream? >> it is more expensive. pandora costs you nothing and beats will cost you 10 a month. for people who like professionally curated, personalized streaming capabilities, beats may be the answer for them. we are seeing an arms race in terms of innovation, tweaks that selection,e to the add or remove variety. it is great for the average is a glistening. -- average music listener. >> h

for more, i sat down with mark mahaney, who covers google for r.b.c.ital. >> they already are your online utility and probably the one single thing that you could not live without on the internet. you think about all the information that you need, the number of times you use any of the entertainment applications they offer you. now they are trying to take that utility-esque feature of google and take it off of the computers and put it on your glasses and put it in your car where you spend all of your time. you can't do searches where you have your desktop with you or your mobile phone with you, but you have your car with you. yes, now you can. it is integrated into part of the car. that is part of the information they are trying to build around maps. they may not be able to monetize usage of map but indirectly they do, because if you you're using google finding out how to get from point a to point b, you'll use them for other functions. >> i was talking to -- in so many words he said all of this stuff -- it doesn't matter because it is not apple. and,

i joined now by mark mahaney. -- i am joined now by mark mahaney. this is a real battleground. >> are you concerned about liability? >> what is the endgame? >> it is to become the utility for your life. they are are your online utility. the one single thing that you live without on the internet. are trying to put that feature on your glasses and in your car were you spend your time. you cannot do searches when you do not have a desktop with you or your mobile phone but you have your car with you, now you can if it is integrated into the car. just the information they are trying to build around maps. they made not -- they may not be able to monetize a map. otherll use them for the functions. >> the founder said this is not being announced at ces. it is not apple . that?t is your take on car is unclaimed territory. >> the big missing link in wearable devices and in integrated cars i think is was recognition. thes pretty clear that company with the best voice recognition, voice context technology is google. i would take some exception to were.is commen

mark mahaney, he pointedly asked her about the de castro departu departure.acing that decision. and it allowed her the opportunity to get more involved with the company. melissa, back to you. >> josh, thanks so much. that's coo, according to colin gillis, our friend at bgc, made as much as $2.73 per second during the time that he was at google. yahoo! so, that's -- >> sounds like a new york city cab. a rickshaw. those guys bang it out, man. >> those are dangerous. >> why are they dangerous? >> because you're all exposed. >> oh. don't get mad. it's a question. i ask a question, you give me an answer. >> it was obvious. >> i wouldn't ride in one of those. >> me, ether. trade on yahoo! quickly. >> i don't want to say -- i like yahoo! let's leave it at that. that might be my final trade here, folks. >> you just gave it away. >> you shouldn't have asked me. >> all right. >>> coming up next hour on "mad money," atvmaker polaris firing on all cylinders. it has fallen more than 10%. hit a rough patch today after earnings. can you count on its horsepower to come back?

. ♪ ♪ cheryl: our power mover of the hour is zillow, the reason for the move, mark mahaney upgraded theriday from $90 to $100. mahaney views zillow as the leader in on line real estate sector, and the name is one of their top mid small cap picks. a look at zillow over the past year, this sock is up about 200% over the last year. they've been apped, by the way, they have a great app if you want to try it. that's our power mover of the hour. >>> it could be a turning point for the greenback in the currency markets. the u.s. dollar today breaking its two month winning streak. so as we look out into 2014, should we expect this weakening trend in the dollar to continue? and if so, where should investors be looking instead? let's wring in michael woolfolk. ben willis top of the show said he's really watching currencies right now. >> sure. cheryl: let's start with the dollar. on a day when we're going to get confirmation of maryland yellen at -- janet yellen, her role with the central bank of this country is crucial to the future of the dollar. are you bearish? >> we are bearish. i think it's

mark mahaney is a bull with a buy and 500 bucks on the stock. the two have battled before. they're back for round two. guys, welcome. >> good to be here. >> michael, let me get your point here here's because i think people are throwing their hands up in the air at this point wondering how you can continue to underperform on this stock. >> well, you know, i've been completely wrong on the opportunity for subscriber growth. i thought they were approaching saturation. i think i failed to consider that as we have an improving economy you have 5 million people getting jobs. they're a likely source of new netflix subscribers. they were probably not subscriber rs when they were unemployed. i think it in fliks can keep this up as long as the numbers improve. i think the bear case continues to be that they don't control content cost and they're valued as if they do control content cost. i frankly think through put cost is there. the current share price implies they're going to make $3 per user per month in operating profit at about a 60 million user level. that would get you to a $4

and mark mahaney will give us his stock. and david faber will talk about growth strategy.. announcer: where can an investor be a name and not a number? scottrade. ron: i'm never alone with scottrade. i can always call or stop by my local office. they're nearby and ready to help. so when i have questions, i can talk to someone who knows exactly how i trade. because i don't trade like everybody. i trade like me. that's why i'm with scottrade. announcer: ranked highest in investor satisfaction with self-directed services by j.d. power and associates. it was shortly after midnight. these guys broke into the house. after a few seconds, adt called me. they went ahead and notified the authorities. they were able to apprehend the suspects in no time flat. this intruder had a knife. the officers had already received a call from adt and had gotten there and apprehended the suspect. it just made me think of how lucky i was to have adt. [ male announcer ] when it's your family, trust adt fast response monitoring to help protect against burglary, fire, and high levels of carbon monoxid

we have rbc capital markets director mark mahaney. not betting on it. great to see you.lier this month pandora was number one pick in the auto tech plays space. you've outperform rating on pandora, price target of $35. do you stand by that? now that beats is space is there room for everybody? >> there is lot of competition. you didn't mention itunes radio. keep them in mind. they have a big corporate sponsor there. spotify, spotify, itunes, radio, beats they move there's market here. pandora's advantage they have had the market to themselves for five years. they have 75 million active listeners, the second biggest service, spotify, a third of that time. you've given pandora a pretty big lead time and they could still screw it up but if they're good with product innovation and branding they are still the winner in the space. this is tough economic business but if anybody can make money it is pan door ray, i do spotify. i only do free spotify. i don't pay. dr. dr. re, have to pay. pandora is totally free. going into automobiles. it will be like radio to leave to the suprem

rbc's mark mahaney said the companies want to offer users more tools while better targeting ads. >> somee's news interests are tell them something about that person. those companies then, twitter and facebook, can then can go to advertisers with supposedly but probably accurately a better description of what that user is and, therefore, allow advertisers to better target that user. >> one private player in this space, flip board aggregates news articles into a personalized virtual magazine. in december it raised $50 million from goldman sachs, kliner perkins and others at an $800 million valuation. flip board could be an acquisition target for twitter or yahoo! or others and we'll see if they opt out to build their own alternative rather than buy a company like flip board. back over to you. >> all right. an interesting paradigm shift in the way we get news. julia boorstin, thanks very much. >>> straight ahead, hilton having a bit of a rocky ride since its ipo back in december. it is higher. 11 different firms initiated coverage on the stock today as the lockup expires and we'll talk to t