joining us from new york, matt townsend. tell us how this partnership is actually going to work. t is going to be selling its products, the first time it has sold outside of its own universe, through google express. you have a google assistant at home, a voice-activated device. you could say "i need more toilet paper," for example, and the order would go directly through the google system and you would get toilet paper shipped to you from walmart. emily: google express has had its stumbles. there are other vendors on the service, target, costco, bed bath & beyond. arun, how big of a threat is this to amazon? arun: i think it's a really big threat. you're combining the ai and device power of google with the logistics and retailing expertise of walmart. i think it's a win-win for both walmart and for google. you look at the online retail landscape, look a few years ahead, and there doesn't seem to be anybody who poses a serious threat to amazon. when you combine google's strengths with walmart's strengths, it's still really early days for online retail. less than 10% of u.s. retail

here with more is matt townsend. right to have you on. tual interest on both sides, whether it is companies that want to see a reform of the tax ex-trump.for the gop, matt: there is definitely a rift between this corporate counsel which fell apart last week, america come and administration. the gop has tried to be the party of big business. will not be invited to boeing or intel to do public events, paul ryan is still pushing the agenda, willing to get ceos to do these big events, something the president would have trouble doing now. julia: these events were organized prior to what happened in charlottesville, we should make that point. >> yes, but in general there has been a rift going on publicly. julia: i love that you have reiterated that there is a public rift going on. donald trump made these comments. the rally he had in arizona this last week, to let's listen to his relationship with the country ceos. little heatot a with allies from the media, they said we will take a pass. not all, but some of them. i remember those that did. but

now are matt townsend and scott to vote. if this carl icahn's victory?stocks. he has taken the short position. was at 50% below where it's trading now. it's not the best return on a short position. >> carl icahn is dancing a happy dance today. why is ackman still in this? >> he has been very vocal about this as a social good. he sees herbalife as preying on disadvantaged people. it's over four years. what he actually thinks about the long-term play i'm not sure. he sees this as doing a social good. it's him coming to the rescue of people being harmed by this company. jonathan: what happened to his fund in terms of assets? becoming married to losing trades isn't a good thing. it can't be a good position to be in if you've got money in his fund. >> it's been well reported that he has been struggling. they haven't had many successes lately. herbalife seems far off from being a success. there are in the money at $38, $39. pershing investors can't be happy about today's result. guess the argument is at some point this is going to pay off in a big way. idea wa

joining us now from washington and here with us in new york is that townsend who has been -- matt townsend who has been following the developments. as we were getting the president tweeting, we were getting simultaneous and in some cases after-the-fact statements from some of the individual ceos like jeff in the that they were leaving the council. how much do we know? thehat we know is that strategy group that was headed by steve schwarzman of blackstone essentially had made a decision to disband itself. they held a conference call today and said, who wants to stay with this, who wants to get donald trump's explosive comments about race and the charlottesville protests over the weekend. it turned out many of the members of the group were prepared to disband and essentially walk away. they were in the process of calling the white house to say we think we are done here when trump went ahead and said, you can't fire me i quit. you are disbanded. events we sequence of understand from the bloomberg's terrific reporting from inside those councils. trump went ahead and actually disbanded a second