cory and i spoke with jean muenster. i started by asking jean, is bigger indeed better? >> it is. it is needed. ipad sales have been down 5% for the past year. bigger is better. ultimately it is going to open up some new-use cases for ipads that we haven't thought of, whether it is business or education. it is much needed. it has been a little bit slow on the innovation curve on the ipad. i think it will be positive for sales. >> what kind of use cases do you see? >> you could argue medical, design, manufacturing. this deal with apple which was inked about two months ago said they were going to come up with 100 applications working in combination. right now the simple answer is we don't fully know but there are clearly benefits to bigger screens and they will be filling that gap. >> what does this mean for growth margins, a much bigger machine like this with much larger screen size? >> it is probably negative in ipad's case. they tend to have lower growth margins at a starting point. about 25% versus an iphone about 50%. this will probably be slightly negative for overall gross ma

. -- muenster. up next, amazon is shelling out a billion dollars for twitch tv. is it really worth it? we're breaking it down next on the best of "bloomberg west." >> welcome back to the best of "bloomberg west." i'm emily chang. amazon is buying twitch tv for roughly $1 billion. twitch is an emerging and powerful media blample 55 million viewers every month watching other people play video games. it is one of the top 15 most trafficed sites in the world. those are numbers that most cable networks have only dream of. cory johnson and i spoke with "businessweek's" brad stone. and a guest who led an early investment on twitch and is on the company's board. i started by asking could twitch really be the next cable giant? >> it absolutely could be. this is not some fringe activity that people do this their basements removed from society. >> who are these people? >> growing up, think of your teenage years sitting around the living room warming your friends play video games or watching people play together. playing together is something that is universal. twitch has br