satya nadella has a vision for the future and hybrid work and joins us in a few minutes to explain. and so does evan spiegel as snap leans further into augmented reality and joins us in a few minutes as well. what's the point here? these are two names, guys, that have thrived during the pandemic and investors believe are also making tools that will work for reopening. snap works at the home and in the wild microsoft is building for an office anywhere. jon and julia, we talk about this often and look at companies that are big and looking to bigger markets snap calls itself a camera company, becoming much more than that and jon, microsoft clearly isn't just an enterprise company anymore. it's cloud, it's gaming, it's linkedin, social networking. >> part of what it comes down to is hybrid is harder. people talk about how much you want it and workers who are really into it can be productive, julia, but when you don't know where people are exactly going to be day to day it makes it more important to know what capabilities they have, make sure they're on to the hit hit to collaborate so m

satya: tech as a total percentage of gdp will double from 5% to 10%.he most notable thing is what will happen to the other 90%. the digital transformation projected to happen over the next 10 years is happening today. emily: joining me to discuss how microsoft is shaping that future is microsoft's cbp, amanda silver. data from linkedin shows nearly 150 million new tech jobs will be created over the next five years. 98 million alone over the next five years. how does this present a challenge and opportunity for microsoft? amanda: that is a great question. microsoft has always been working towards developers. we are a platform company at our core. we want to make sure we are empowering developers all over the planet to help businesses and organizations transform. emily: talk about what this means for developers. you are releasing new tools that will help them create. talk to us about what the intention is. amanda: our intention always is to make sure every keystroke matters. for developers, what matters is the code they are trying to write. at the end of

. >>> tech check, don't miss it, an exclusive with microsoft ceo satya nadella, 11:00 a.m., he will be on the program. >>> coming up next, it's cramer's "mad dash." dot awhe.n'gonyer ♪ ♪ ♪ ♪ ♪ the pursuit is on. the pursuit of outperformance at pgim. with deep expertise to outthink across multiple asset classes, actively managing investments in the world's public and private markets. outscale, with the resources to serve 1,500 clients in 52 countries. and outlast, with long-term conviction that looks beyond today's volatility. join the pursuit of outperformance at pgim. the investment management business of prudential. >>> six and a half minutes before we get started with the final day of trading, you want it talk a lot about applied materials lately, again, why >> largest semiconductor capital equipment, we have a semiconductor shortage and applied materialsdid not give us hope that it will happen but they said that business is very strong and it looks like they won't expand production of machines that make d-rams which is very good for micron because it keeps the supply a little tigh

satya nadella is a great ceo.ou know, the whole dream of the importance of software has really come true. the 5 most valuable companies in the world are these technology companies. microsoft has a good share of that. i get to spend about-- 1/6 of my time now is over at microsoft. rubenstein: so recently, you said that the biggest mistake you've made professionally was that microsoft should have had the android technology. why was that the biggest mistake? gates: when you're in a field-- you know, we were in the field of doing operating systems for personal computers. we knew the mobile phone would be very popular, and so we were doing what was called windows mobile. we missed being the dominant mobile operating system by a very tiny amount. we were distracted during our antitrust trial, we didn't assign the best people to do the work, so it's the biggest mistake i made in terms of something that was clearly within our skillset. we were clearly the company that should have achieved that. rubenstein: recently, you'v

some people might forget before satya nadella there were activists after microsoft.ox, both of them have kind of under performed some of the broader cloud expectations they both have market caps under $15 billion, for example but i just wonder, what, if anything, analysts are saying about the likelihood that you could totally reinvent a company like this under either activist or private equity watch without founders that doesn't seem likely either. >> to your point about share performers, that is something starboard is bringing pup aaron levie is right, box is up 25% in the past three months. pull back the chart 2020 was a different story, finished up 7% and under performed some rivals, but also under performed the market after your question about starboard wants here, there are folks who still think box is an acquisition target i was talking to one analyst last night who thought some of the more muted reaction perhaps in response to this was because, well, to the extent that box keeps hitting its targets maybe it mutes the idea that starboard will win this thing and

i'm big on governance, so i'm not going to get into that no, he doesn't have the track record of a satya nadella. he doesn't have the track record of even an elon musk he doesn't have the track record of some of the other -- salesforce.com, he doesn't have mark's track record. >> you know what he has though >> he has two small companies, but that's not the debate. >> you know what he has? >> that's not the debate their stock is down. >> exactly, that's where i'm taking the debate because the stock shaved $200 off $429 >> right >> that's the debate >> right >> it is not about his pay package. it is not about whether he is the greatest ceo who ever lived. >> right >> it is the fact you have a stock that people like that has shaved $200 off of its high, and it now may be, as dr. j is looking at, doc, a great opportunity to get into a high-growth name even with a multiple that's big but not as big as it once was that's a greater conversation about where risk sentiment is, dr. j. >> indeed, scott >> let me just finish, if i could. >> hold on, steve. real quick, please let dr. j respond and th

don't miss an exclusive interview with microsoft's ceo salt satya nadella.consider the fund's investment objectives, risks, charges and expenses. go to flexshares.com for a prospectus containing this information. read it carefully. keeping your oysters business growing for a prospectus containing this information. has you swamped. you need to hire. i need indeed indeed you do. the moment you sponsor a job on indeed you get a shortlist of quality candidates from a resume data base claim your seventy-five-dollar credit when you post your first job at indeed.com/promo >>> when we come back, "squawk box" heads to the little island. what does that mean? andrew can tell us he's there andrew, what do you have coming up >> we have the introduction of a once in a generation moment right here in new york city. little island and its benefactor and creator barry dillner is going to be with us after the break. we're going to talk about the reemergence in new york, the biggest media deal of the week and tim cook's testimony and what barry dillner thinks about it and more