google. we all know it and use it. one paper giving us insight into the brain. e: it is better than google, google x. google's top-secret lab that we did not even know about until 2013. so, le point, one of the weekly papers gets inside the google lab and paints a picture of utter secrecy. no cameras are allowed inside this california lab. google x is one of the few places on earth which is not documented on google street view. it feels a little bit hypocritical and possibly frightening that google has the power to choose what can and cannot be seen. the magazine focuses on positives. google making the world a better place. things like a hot air balloon that would connect the whole world. contact lenses that could test the glycemic level of diabetics even a spoon that could help someone with parkinson's to eat for themselves. le point cannot ignore the fact that the eu competition commissioner is coming down very hard on google. in april, she sent a list of complaints. for this particular article that is not the focus. they are focusing on one of the interviews w

it used to be you could throw a rock and hit somebody wearing google glass that was the one spot. ten people standing behind you and no google glass, i guess it's really the end. >> i've seen about four this morning but you know it's not what it was a few years ago. >> all right. mark bergen from re/code, thanks. >>> up next, facebook's head of messaging, david marcus on the next frontier for facebook. whatsapp payments new messaging competitors, all that coming up on "squawk alley." can it make a dentist appointment when my teeth are ready? ♪ can it track my crew's performance, and protect their heads? ♪ can it tell the flight attendant to please not wake me this time? ♪ at cognizant, we see opportunities for every company. to meet the new digital demands of their customers. can it process my insurance claim? like, right now? can it download a track while i'm sampling it? can my keys find me? with the power of digital, analytics and automation, now every little "thing" can provide even greater value. ok, so can it tell the doctor how long you have to wear this thing? the answer is

speaking, i've got to mention google and dj skrillex -- they just designed futuristic covers for android phones that go for $40 a pop. but there is more -- if you i -- by oneou get a wallpaper of ever-changing photos taking from -- taken from space. google launched 13 satellites for this project. starting a revolution -- that is what some have said tesla ceo elon musk is doing by breaking into the home battery business. it hooks into solar panels raising the possibility of american households getting off the grid. solar city is partnering with tesla to bring it to market. solar city has seen customers grown 97%. joining me now is solar city ceo lyndon rive. i want to talk to you about these batteries. there's a big question of whether or not these batteries make financial sense. the battery you guys are offering is barely enough to power a vacuum cleaner, so why get one at all? lyndon: let me step back and describe the product because it is amazing. when you combine solar systems with a battery, you get back up. in most cases, when you get a backup system, it is a generator. it uses a fossil fuel, it's noisy, stinky, dirty, requires space and you may not e

juan: apple made it easier and faster to pay with native apps on their devices. googles looking for a similar experience to make it just as easy on their platform. make it so that commerce can be more streamlined on those platforms. mobile as a whole is a place where merchants and consumers are both looking for new ways to connect more easily. while there is so much browsing activities on these devices, there are far less purchasing activity, because it is been generally more difficult to do that. but with apple pay in the makes and android pay and products like us and paypal, we are all trying to simple fight that -- simplify that system and make it so that merchants can't benefit by having more streamlined ways to offer their products. emily: i want to bring in cory johnson who has been at google all day long. it seems like a lot of the players are playing catch-up to apple. android pay, some of these voice recognition features, hbo. what is your take on that? cory: i think you are absolutely right but i think that the way that google does these things is very differe

ones? >> google has had disappointing earnings and sales fission, missed over the last few quarters, but the stock is up 3.5% on the year, up a little less than the nasdaq, it's outperforming the s&p, it's a big component. over the last year the stock has underperformed, the s&p is up 14%. the nasdaq composite is up 24% and it's only about 5%. you say what's going on here? obviously we know facebook is eating into the once-monopoly they have in search. they have a lot of competition as far as social media. i think there's an interesting opportunity here. i think google, a couple of things to look out on the horizon here. they have a new cfo they hired, they guarantee a $70 million pay package. she comes from morgan stanley, i think the sentiment will start to change as investors start to get focused on the potential for her to return some of the $70 billion in cash on the balance sheet to investors. it reminds me about apple, they have this huge cash pile sitting there. burning a hole here, apple before they went out on what's been an epic capital return plan. >> mike is look sog buttoned-up

they are right up on google's heels here. so i'm not particularly negative on google whatsoever. i'm bullishly positioned in the near term. what if people get upset about facebook spending. every time we have an analyst on that's bullish. they get excited. they have this currency. they have gone out and have mobile messaging. they should be. the only problem i have right now is the stock report is down about 1% from those gap highs after earnings. it kind of feels like it's lost momentum. >> is it only an issue if google is actually losing a search to facebook or twitter to that matter. >> in conjunction, it's not an impact. >> i think google's had a small bit of search. when i look at the value again, i think when i look at google versus facebook, i look at the google ad mark, the same thing we did in the last block. these guys are so well positioned. google offers a lot more value here, a lot moreup side. on the stocks, too, it's stocks that people don't have credit right now. there are so many undervalued youtube. it's google a plus. >> this is so early in the facebook search p

spotify adding video and podcasts to take on google and fend off apple. u may want to keep an eye on your robotics engineer if google is around. -- if uber is around. we begin with breaking. salesforce raising its forecast. the biggest first-quarter they have had. this underscores their attractiveness as a takeover target. cory johnson is in san francisco. we heard no comment on the deals. they are 1000% focused on customer satisfaction. corey: that's a lot of percents. here is the big take away. if you want to compare it to what the analysts expected it's better than that. the reaction and market trading is muted. last quarter, the stock jumped 12%. the next day it's down 5%. we will see how it shakes out in trading. while better than expected it has dramatically slower growth. the biggest first-quarter they have had but only 23% bigger than one year ago. compare that to one year ago. 37% a year ago. they went from 37% to 23% sales growth. that is a lot slower. it is different growth potential than what we would have expected a year ago. one of the reason

it will continue to be an assault on what google has tried to do. if you are a media outlet and you don't have your stuff available where everybody goes every day, you are going to continue to lose ground and i think buzz feed proves the importance of distributed content as opposed to forcing people to come where you are. 75% of those feed readers get their content somewhere other than buzzfeed.com. emily: why wouldn't you be a part of this? guest: when we ran yahoo!, everybody wanted to be a part of it and you wanted to come up in the finance news -- how well does the algorithm work, all of those comments have been made. the difficulty is where the ad dollars going to go? facebook is dominating in the world of advertising right now. everyone else is losing ground every single day. some of the smaller site continue to grow, but the big players are those players. how is the "new york times" going to monetize on this? guest: the times surrendering their million paid subscribers to go on this platform -- that is one of the potential downsides. they are

when we launched in zambia, google was one of the services in the suite. is valuable, because in addition to health services and education and jobs and different government services, people need to search and find information. whether we work with google or others on that, that is an important thing. i would love to work with google, they are a great search product. emily: bill gates has criticized project loon. "when you are dying of malaria, i suppose you look up at see the balloon and i'm not sure how you are -- how it will help you pick "p -- help you. how do you respond to that? mark: bill and i have had a few conversations about this. i think the reality is that people need a lot of things in order to have a good life. health is certainly important. we have done a number of things at facebook to improve global health. i am excited to do more there, too. the reality is that it is not an either/or. people need to be healthy and have the internet as a backbone to connect them to the economy. the internet creates jobs, it facilitates health. for example,

four different generations of americans from millennials to the silent generation, not one of those groups had google in the top ten yet it's one of the largest market cap stocks in the world. so it's actually underowned in my view relative to how important it is to the world, to advertising, to media, to technology. i agree. i like google and i would own it. >> i wonder if they know the game. >> mentioned yahoo! -- >> would i rather google or yahoo!? >> exactly. >> google. i think yahoo! has up side but google has not performed since 2014. i think the breakout will be to the up side. if you made me pick like you just did, google will get you did. >> i did and i'm going to do the same. >> i'm going to pick yahoo!. google, i sold it in late march. it still has not get above the price where i sold it. something is going on here. we're running out of gas. >> our thanks to lieutenant greg coyle and his fellow men. >> time now for "pops & drops." tim? >> this is a company where i think the value -- valuation is problem. >> buy lgf on the breakout. >> expedia. >> they stole a stake in their china based e-t

♪we'll be swinging ♪dancing and singing ♪baby come on over tonight emily: google is going head-to-headple pay. and they are that big on their virtual reality boxed. i am emily chang and this is "bloomberg west." the new york city taxi commission wants the power to approve uber and lift app updates. pandora's plan to expand it to news, weather, and sports. i sit down with their finder. pebble's ceo is here with the new smart watch and we will compare it to the apple watch. google developers desending on san francisco today for the company's annual i/o conference. there was a series of new features including an updated android operating system and an always on search feature. also a partnership with hbo to offer their standalone app on android devices. also, a new system called android pay. what is different about android pay, how do customers benefit? guests: it makes it easy to do in app purchases and terminal purchases. what we make for other system players that make it easy to interact with their devices. emily: people browse, don't buy, and that is something that google is trying to

spotify, adding podcasts and videos, will it be enough to take on google and fend off apple? ep an eye on your robotics u engineers, especially ifber -- if uber is around. all of that ahead on "bloomberg west." breaking news, salesforce raising its sales forecast seeing the first and biggest first-quarter he's ever had, underscoring attractiveness as a potential takeover target. cory johnson is live in san francisco for you. looks like a strong report, we did hear from the salesforce president, no comment on the deal but they are 1000% focused on customer satisfaction? cory: that's a lot of percent. that's like 100% 10 times in a row. here is what i take away from the earnings report. compared to what was effective they would do, it's a little bit better than that, it typically is. the reaction in post-market trading is very muted compared to what we usually see. last quarter the stock jumped 12% and then down 12% of about 2%, we will see how that shakes out in trading. what we saw from this company is that while better than expected it is dramatically slower growth . yes, thi

i came up with this name, google x. one of the first things we attempted was google last -- glass. iterally waited two kilograms. emily: two kilograms on your face. sebastian: it was a backpack. then we strapped cellphones to my glasses and my nose would get crushed. it took a whole bunch of iterations to make it something you can actually wear in normal life. emily: some of the other projects, project loon, the effort to connect the world via the lens that float around in the atmosphere. sebastian: that is another one of these crazy moonshots that you have to be a believer to even attempt it. and just by sheer thinking about it, this idea came up that they could actually launch balloons. and attach satellite-like equipment to balloons. the downside of balloons is they are exposed to wind. emily: what is the potential? sebastian: the potential is an entire internet up in the air and they have the balloons over a set of very low costs that provide unprecedented bandwidth and coverage to places they would never get coverage today like the center of africa. or the ocean. the vision is

wiley topointed john work and focus on google cardboard.is going into that spear quite seriously. day guy, makeover this. it is almost like your personal home theater. we are seeing a lot of tweets right now from movie legends. he posted this. you can run, but you cannot hide. a lot of them are poking fun at because it reflects pent-up frustration because of the app. nothing to do with him. i cannot watch everyone. the name of the handle reflects that. once he gets the red card. making -- islso moving high in the trend. a reference to aladdin. mexicanbe ashamed as a should our football federation vote for the reelection of this president. ozchin: that is a look at what is trending on social media. you can follow david as well. let's take a look at what is coming up. you cannot buy trust. how this billionaire lost her for billion-dollar fund. hurt 4 billion-dollar fund. ♪ >> his first love was the piano. along the way he invented a way to bring the audience to him. -- to them. it's now a gigantic musical database curated by listeners that ai

some people have way too much time on their hands. next google's developer conference is coming to san francisco next week. we will tell you the top three things to watch for. we crunch the numbers and found tech companies are part of a big sublease fight in san francisco. can we say bubble? that is next. ♪ emily: a story we are watching -- tom wheeler calling the heads of time warner cable and charter to say regulators are not opposed to mergers in the cable industry. last month, fcc opposition put a nail in the coffin for $45 billion merger between time warner and comcast. since then, the number two u.s. cable company has fielded interest from several others. reports say charter might offer more than $170 a share in a possible bid for time warner cable. meantime, the french cable company, altis, has also shown interest. now, to a bwest special report. square is putting part of its san francisco headquarters on the sublease market joining tech companies subletting their offices in the city after planning for future expansion. we crunched the numbe

the transaction al pages on google on the app will look like they are branded by the retailer to somey pace face this competition from amazon, alibaba and apple. there are buy buttons popping up everywhere. they need to be there. >> is this going to work. should i be concerned google will have more information about me what i buy, my credit card information? it does seem unsettling as the king of search everyone uses for everything. >> i think what we've seen on amazon, amazon is able to customize the pages, recommend products, our shopping behavior. in some respects, google will better personalize search results for consumers based upon the information they will gather. we'll have to see. we are fairly optimistic it will prove successful for certain kinds of products. >> >>> what does it mean with the other relationships they have? the online travel agencies. they are the biggest advertisers on google like the priceline and kayak, so on and so forth. if suddenly you are going to buy directly doesn't that cut out some of those big advertisers? that is a difficult relationship to manag

on facebook. the cost per click is going down. revenue and profits have stalled. google didn't see the ship to the mobile economy happening as fast as they did. 80% of our time on mobile in apps and in air when we are less likely to search. we are moving away from google search by -- every time we spend less time on the desktop and move to mobile is bad for google. google plus is that, harvested for its organs. they're taking its best features and incorporating to other products. people talk about youtube disrupting tv, facebook is likely going to disrupt youtube. there are more videos being up loaded to facebook native lee then youtube. that is a seminal moment in terms of the eco system. google glass is not where rubble, it is prophylactic insuring you never conceive a child because no one will get near you. this e pmi is is how technology companies to for granted how difficult it is to get people to put something on their person and how meaningful is in our decision process about branded items. berkshire would never have let this happen. let's talk about apple. we tea

on mobile. so it's not everywhere you find google. it's just going to be on your phone. right? to you clark? >> no. but google realizes that the migration is to mobile. they haven't been able to monetize mobile, the way they money monetized desktop and laptop. they're looking for a way to make the mobile squeeze more money out of it for google and its stockholders. and i think this is the wrong way to go about it. but i will say this about e-commerce. it's not necessarily going to be google. there will be a lot of new players in e-commerce that amazon and ebay will have to look over their shoulders at. it's going to become far more competitive really by this thanksgiving you'll have more competition for online shopping. gerri: clark, thank you for being on the show. so good to see you my friend. >> sure. good to see you. gerri: and now, it's your turn to sound off. bernie sanders says community college is a right in america. he wants to make sure that happens. here's what you're tweeting me. gavegavin says, no, free education not a right. earned and paid for. bernie sanders is

they are taking on this endeavor called google shopping express, which i cannot make the math work. waiting for someone in the press to follow around one of these vehicles and add up how many stops. i don't see how it can work. emily: and they are also trying to do delivery drones as well. gurley: don't get me started on drones. i think the drones and the self-driving cars are a distraction to keep the media from talking about the topics we just talked about. emily: you are not a fan of it? gurley: i find the whole drone thing distracting. amazon did it, then they did it, ups did it. everyone releases a drone video. emily: what about self-driving cars? gurley: i'm more skeptical than most. using artificial intelligence across a broad array is really hard. a self-driving car is right 99% of the time. is that good enough? how about 99.99%? is that good enough? the minute someone is hit and killed, how many nines do you need before these can get on the street? they will be held to a much higher bar than a human. human error, people expect. emily: you are skeptical about some of these t

. ♪ emily: verizon's plan to take on google and facebook, but is there room for others?is ahead. welcome to "bloomberg west." i am emily chang. coming up, samsung unveils its new smartphones strategy, and what about a smart phone plan? i will ask the guy in charge and is an initiative a website killer? we will look at the eye-popping numbers that show the company's global reach, and will tencent take a page out of alibaba and unveil a strategy outside china? all of that ahead on "bloomberg west," but first, breaking news. we want to get to julie hyman

spotify adding video and podcasts to take on google and fend off apple. robotics engineer if google is around. -- if uber

emily: verizon's plan to take on google and facebook, but is there room for others? that is ahead. welcome to "bloomberg west." i am emily chang. coming up, samsung unveils its new smartphones strategy, and what about a smart phone plan? i will ask the guy in charge and is an initiative a website killer? we will look at the eye-popping numbers that show the company's global reach, and will tencent take a page out of alibaba and unveil a strategy outside china? all of that ahead on "bloomberg west," but first, breaking news. we want to get to julie hyman with the zillow results out after the bell. julie, what have you got? julie: a loss per share less than half what analysts anticipated, so the loss of five cents a share, and analysts have been looking for a loss at $.11 a share, so that is the good news. however, revenue coming in a little shy, $128 million that analysts had anticipated, and the company said they had almost 140 million unique users in march, so those are the headline numbers that the company is coming out with. remember a few weeks ago, zillow came under fire by tr

join us on google plus and more. >> monday on "techknow".unity is in crisis. >> more prolonged drought could become the new normal. >> desperate for solutions. >> we can make clean drinking water, just using the sun. >> conservation, science and hope. >> the snow is really a critical resource. >> techknow's team of experts show you how the miracles of science... >> this is my selfie, what can you tell me about my future? >> can affect and surprise us. >> sharks like affection. >> "techknow". where technology meets humanity. monday, 6:30 eastern. only on al jazeera america. > across america, there's a booming industry worth over $2 billion. >> every year, thousands of children, some as young as 5 are sent away to camps and programs. >> you feel that pain? >> [crying] oh! >> that's the pain your mother feels when you disrespect her son. >> children are taken to these programs for weeks months or even years.

join us on google plus and more. >> monday on "techknow".unity is in crisis. >> more prolonged drought could become the new normal. >> desperate for solutions. >> we can make clean drinking water, just using the sun. >> conservation, science and hope. >> the snow is really a critical resource. >> techknow's team of experts show you how the miracles of science... >> this is my selfie, what can you tell me about my future? >> can affect and surprise us. >> sharks like affection. >> "techknow". where technology meets humanity. monday, 6:30 eastern. only on al jazeera america. > >>> this is al jazeera america, i think erica pitzi in new york. here are the top stories - a massive crowd gathers in baltimore for a victory rally, a day after charges are fired against six police officers for the death of freddie gray. >>> in earthquake nepal survivors are desperate for aid as supplies are stacking up at the country's airport >>> thousands rescued off the coast of libya. others are finding new routes into europe much

on google you don't need the ways.will just say ways is reporting that there's an accident here. on google maps they have sort of combine the two. >> i find that ways will switch your direction quicker than google. >> they don't drive. why are you looking at the gps. >> i need to be able to tell the driver which way to go. >> can i ask one or other thing, how many music awards are there? >> a lot. >> oh, my goodness. >> this feel like groundhogs day with taylor swift. >> everybody has got to win things to push the music, it's an industry. these awards are inflation they are so at this point they are so worthless. there is the american music awards around there the mtv video music awards scprks thrn then there's grammy. there's going to be almost a dozen award shows. >> this is not the first time -- >> and somebody kisses -- two women are going to kiss and they are trying to get a publicity this. kanye is going to say you don't deserve this award. somebody else. >> you could run one of these shows. >> i didn't know even

is an application that is free on google. and android. and it does cost on iphones. it's called "over 40.com" it's an application that transforms a smart phone into a magnifying lens and a flashlight. i can provide during the break. or right now. a demonstration of that. if you would like. i leave that up to you to determine. if you would like a demo now or during break >> perhaps during break would be best. thank you. >> that is my only effective information i'm passing on. there is an application. to transform this to an assistive device. for some capabilities. to inlarge text and create a flashlight of a cell phone. >> thank you. marte gardan? >> thank you. good afternoon everybody. i'm here to make a really happy announcements. something at the san francisco public library. for many years. both or deaf services. and library for the blind and disabilities. have a schedule more than 20 hours. less than other services. within the main library. this week. beginning on saturday. the deaf services center is open all of the hours of the main library. i don't know if it

spotify, adding podcasts and videos, will it be enough to take on google and fend off apple? e on your robotics u engineers, especially ifber -- if uber

google wallet. it will be tested in the same places. you can watch hbo go on their google play devices. announcements, the things they talk about in their keynote event. product announcements are not the point of this event. the developer and the people that work on this most used operating system in the world. this announcement, not so much. you seem unimpressed, i have to say. this is a few weeks away from apple's own developer conference. where can google stand out? by the way, they are coming to take me away. i know you have been waiting for that moment. how with a coin to make money off of the stuff? giving away their software for free. listen to what they had to say about how google makes money, was something like a new photo app? from google's perspective, the focus is on building great user trust, building great user features. focused on building a great product. i virtue of building this amazing product, building a vehicle system and getting people to solve these important problems, we forgot about where we're at. -- we feel good about where we are at. those apps that have no re

google page to complete the purchase. they'll be provided and sold by retailers. onef them, macy's, which is noted to be in talks to take part in the launch. we talked the amazon button. is this as fornt google. >> it's interesting coming on the heels of facebook instant articles. here we have an e commerce equivalent. it's very dangerous to players who might jump in too far. google by the way gets to capture not only what you're looking at buying and what you purchased, how your size changes over time, you know, whether you're a summer or a winter, based on what colors you choose. i'm not sure i want google collecting that data. i'm not interested, but it's good for google if it works. >> i'm surprise the the stock is down. the conversions on mobile, they don't necessarily buy it. this should allow google to demonstrate actual purchase. cpa, they'll be able to show they bought something. very much on the heels of what facebook did last week. these companies are basically saying the mobile experience is so different, we need to host more of the experience to make it a

free apps, very enticing, there are poorly vetted apps on google play they connect to ad and tracking sites all without your permission. sites could be track be you and viewing your person information. facebook is working on a new way for the time it takes for a news story to link when you looking at it. they are launching an instant article feature they will let you read news stories almost instantly on facebook. stocks ended on a high note and futures are pointing to a lower open. >>> mcdonald is trying to revive the sputtering fast food giant. they will curb the use of antibiotics in chicken and burgers. >>> small earthquakes happened over the weekend. we'll let you know where. >> a man got stuck in a basketball hoop. tell tell you about that when he come right back. the i used to be able to have students come in and we do a social studies project and it was connected to language arts and it was connected to math. we educated in such an interdisciplinary way that educated the whole child. the testing shouldn't be in the driver's seat. i should be in the driver's seat. i should be d

on this platform. mark: cory johnson outside google i/o. re market day is next. ♪ at the top of world world trade center opens to the public on friday. a ticket to take in the view from 1250 feet up will cost $32. david: it's at the top of one world trade center. it takes 47 seconds. this is the fourth tallest building in the world, the tallest building does not have the tallest observatory. this is not even among the top 10. the birch khalifa in dubai is the world's tallest building. it's observatory is almost a thousand feet lower than that. when the shanghai tower opens later this year, it will be the second tallest building in the world, but will have the tallest observation deck. skyscrapers compete for visitors and tickets are not cheap. to see the outdoor observatory of the birch khalifa, it will cost $136. tickets are not the only source of revenue. there are lounges and boutiques. there is a bar, a cafe and a steakhouse. observatory expects to earn $825 million from the partnership over the next 15 years. 7 million tourists visit ne

then, these days, you could go on google, not read everything but go on the good sites and they havevery cancer categorized. you could find out what the latest is an raise questions with primary caregivers. >> you and i have both had a chance to be treated and spent time at the clinic. it is one of the great institutions. you cannot help but try to figure out what makes it so good. what have you figured out that makes it a supreme organization? tom: a man by the name of dr. plummer back in the early 20's of the 20th century, they figured out they could not deal with the volume unless they had gotten a system in place and he has a great medical mind but also a great engineering mind. he advised the system of record keeping and made sure if you had a competition case and two or three physicians, all looking at it at the same time as sharing information at the same time simultaneously. seems like that would be no brain surgery, that everyone ought to do that here but it is one of the few places in the world where they have systemized it, so everybody knows what is going on simultaneousl

google has $70 billion cash on their balance sheet burning a hole. ey have not bought a share back here. look at the underperformance at google. with the new cfo, investors will start getting focused, i know they have no voting rights but it doesn't matter. we know what pressure activists or just an investor base in general can put on management. >> you will have literally been on the job, ruth, for two months or so? >> not expecting anything. just want a sentiment shift. >> that makes sense where she is concerned but the founders of this company are entrepreneurs, that i seem like venture capitalists so it doesn't surprise me they like to have that forward as they think about their different enterprises. that could be as we were talking about also off camera self-driving cars for all we know. >> i mean something has to happen. this is analogous to the market. this stock is a big name, it's just stuck. you cannot stay in a period of equilibrium. >> so it will be a breakout or breakdown. >> what we try to do -- i say "we" meaning someone who respects p

the ability to show up on google, people will start to see this relevant, topical discussion and i hopet's going to drive new exposure to twitter. if people set up their twitter account, they will get this value from twitter. every time you search, you will finally start thinking about twitter a lot more again. emily: do you think it could have a -- have an impact on revenue? josh: i figure will turn people to twitter a lot and that will have an impact. emily: there was just a story about the five things twitter needs to do to make more money and i want to talk to you about this. unlike book which built its revenue on ad technology twitter focused on partnerships. was that the right call? josh: there have always been two different efforts on twitter going on -- one is to get people to use it every day, to tune into what happening in the world. the second is to figure out how to take the people tuning in to twitter and make money by presenting them ads. the neat thing with twitter is you go to twitter to know what's happening. the moment we can show you an ad that's what's relevant than