roger mcnamee, co-founder of "shark tank" investor and kevin o'leary, great to have you jon fortt andayla tausche with as, as always. an intraday high a few moments ago, not far from within a little more than half a percentage points of s&p 2000. keep our eye on that. s&p tech sector hitting its high evidence level since november of 20000. now the best performing sector in the s&p this year. of course, on a big week for tech earnings, and then tonight, facebook after the bell. some key questions. will they beat expect aces for the ninth quarter in arow and keep taking advertising share from google? guys, this is going to be a big print, regardless whether you're long or short on the stock. your thoughts? >> i think they're going to be. the trends are there. this video service and everything about advertising is working on their platform now. big, large cap companies are using it, as a platform. the mobile story is out of the stock. nobody cares. they've obviously made that transition. stock goes north from here. >> that's what makes this quarter a little tricky for them. it's that the

joining us, roger mcnamee, elevation partners joins us.to have you back. >> carl, good to see you. >> they want to mark this as historic. do you agree and does it move the needle in the market for either company? >> remarkably enough, may move the needle for both of them. the reason is, i think, a very important thing that that's taken place in the broader technology market. think about it, carl from 1980 to about 2000 or 2001, whenever a consumer bought technology what they were buying was a personal computer that was designed around the needs of businesses. since 2001 or so, the focus of technology has been on the needs of consumers. and enterprises have struggled to adapt to that. in fact, the first really good idea they had about it, which they've exercised aggressively for the last five years, is to let consumers buy they are own devices. what is known at byo dmplt. by your own device. that content, a lot from corporations but increased complexity. now all of these phones out there, people using as their main screen. most of which are

roger mcnamee, co-founder of "shark tank" investor and kevin o'leary, great to have you jon fortt andaday high a few moments ago, not far from within a little more than half a percentage points of s&p 2000. keep our eye on that. s&p tech sector hitting its high evidence level since november of 20000. now the best performing sector in the s&p this year. of course, on a big week for tech earnings, and then tonight, facebook after the bell. some key questions. will they beat expect aces for the ninth quarter in

we'll discuss that with roger mcmam mcnamee. >>> and the market is crashing because people aren't upgradingp, too. >>> finally a rare interview with the co-founder of paypal and chairman of yelp on the future of technology and social media. you won't want to miss that, all up on "squawk alley." she's still the one for you. and cialis for daily use helps you be ready anytime the moment is right. cialis is also the only daily ed tablet approved to treat symptoms of bph, like needing to go frequently. tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex. do not take cialis if you take nitrates for chest pain, as it may cause an unsafe drop in blood pressure. do not drink alcohol in excess. side effects may include headache, upset stomach, delayed backache or muscle ache. to avoid long term injury, get medical help right away for an erection lasting more than four hours. if you have any sudden decrease or loss in hearing or vision, or any allergic reactions like rash, hives, swelling of the lips, tongue or throat, or difficulty breath