david: in this case, it sounds like mobileye could be safe.y we are learning in israel and silicon valley's product cycles are shortening. you cannot rest on your laurels. that is one large corporations, samsung, google are coming to us venture capitalists and looking for more innovation. shuly: i totally agree. i think that the lack of innovation nor the need for more innovation is there among a lot of corporates. i think that is what drives them to israel. we see now all the multinational companies are there, from google to facebook to dropbox. we are continuing to see multinational companies looking to invest and pour more money into israel and look for innovation from israel he entrepreneurs. elliott: there aren't many silicon valley companies left that haven't bought israeli companies. now chinese companies are coming. big guys like alibaba coming in and making acquisitions. is this some kind of change we might see, not only more chinese and other asian companies coming to israel, but also israel continuing to look east rather than west?

why are they so down on mobileye. says it is the most overvalued stock in the history of nasdaq.ter the stock has lost a third of its value. e trains at 90 times this year's earning. d, basically bringing a.p. shooter -- a peashooter to a gunfight. it has raised $1.8 billion, including at its ipo. $1.6 billion went to investors. there is competition. -- citron reckons that it was just first to the punch. i reached out to the founders. they are 10 hours ahead over in israel. perhaps they did not get the message. they will say their technology is good, superior. i have driven with their technology. they will be facing more competition. emily: thank you, elliott gotkine. up next, michael wolff telling us about his time on yahoos board and what he thinks should be next. ♪ emily: still with us with a few final thoughts is michael wolff. i want to talk to you about yahoo!. this is the story we have been talking about every single day. michael: you cannot avoid it. emily: what is your take on marissa mayer and the board's decision to look into spinning off the company. it will take anot

. >> mobileye is a subsidiary car play much it's like they're making transmissions.f we don't see autonomous cars come out sooner than we think, is that going to be bad for mobileye are they already in cars that a normal car would then benefit them from? >> the setup very positive for them. essentially we're going -- the first part of the story which is until the end of the decade is more about active safety. all the technology that's prevent the accident, radars, cameras. so that's completely driven by regulation. it's becoming mandatory across the world. we'll see penetration of the technologies go from essential nothing now or just the luxury cars to 100% cars over the next ten years. they'll benefit from that. that is a pure play. the autonomous driving is the second part of the trend. it's into the 2020s. they have a contract, future contracts to build these autonomous car with some automaker partners. so this is something that will certainly happen but not something the story is relying on. >> rich, i want to go to you. you like the automakers better than the a