i spoke with bubba murarka, who is the managing director of draper fisher.ked to him about mark zuckerberg buying whatsapp. >> it shows that mark is really everything i hope he continues to be for a long time, which is making big bets, proving that he has the ability to pull them off right. and then showing the conviction afterwards and not backing down. >> $19 billion -- is it worth it? >> it is hard to say, but if you look at some of the different comps or active users, i think the market opportunity is that it could replace mobile. the mobile carrier market is a trillion dollar business annually. could whatsapp take a percent of that? i think it has a real shot. >> when you were at facebook, were you aware of whatsapp? when do you think they started following it really closely? >> i think we were always aware of it. 80% plus of facebook's users are outside of the united states. they are very aware of other companies, but i think it was a serious observation based on the whole category. you have another one that is nearly 200 million active users. there is

. >> bubba murarka. well, cory johnson, back here with me now and talking about apple tv coming up. was at facebook for a long time. and how the organization works and what mark zuckerberg is thinking and maybe he is changing. showing a willingness to evolve. >> tended to think of companies -- think about companies adding services, ebay adds in paypal and yahoo! adding sports. the notion of the standalone that mobile apps might be different and facebook's image might be different. it might be other products that sit around facebook that we cannot see as the users. a very different way to think about the future. but the question is how successful will the strategy be? facebook paper which they tried to do sort of disappeared after it came out. it was like number one for a while and now nobody is using it. the same thing with facebook messaging which is why they ended up buying whatsapp. the question is how successful can the strategy be? it is nice that mark zuckerberg has a willingness to change his mind on certain things. if you talk to investors in technology, they admire him so m