happens if softbank takes its foot off the gas when it comes to investing big-time cash we bring in peter eavis deirdre bosa peter, there's some wonderful details in this story today. if people are turning sour and the investment dollars nor longer flowing, what happens >> it's already happening perhaps at wework. you're seeing a retrenchment there, and softbank may have to put in more money. we don't know if they'll put in near as much as the company was hoping to race in the ipo and through its step financing that's going to have immediate impacts on the commercial real estate here in new york. we workbiggest private tenant in the city so almost immediately you'll see that happen >> and there's going to be fallout as they pare back. when it comes to their success, people still talk about alibaba. he built a $20 million position into a $120 billion stake right now. you look at the track record with a lot of the companies lately and it's hard to come up with other real successes. you talk about flip cart but that's not moving the needle. >> right but you know as well as i do, kelly, you can hav