the top investors announcing big bets at the robin hood investor conference, our own stephanie wu isa special guest. neil masonic,ith you just left the stage. kick it off. >> we spend a lot of time looking at investments. technology -- >> a lot of innovation. >> i started in silicon valley, so i feel like -- many years ago. found a lot of innovation, one in the case of sony, an iconic brand. when you look at sony now, versus many years ago, this is not just a walkman. they have a platform service, playstation, which the vast majority of profits come from the consul and software. five dollars every time you buy a game. when you download those, you get -- they get $15, they are in a market that is taking off. >> the gaming systems is their only business, this is a powerful vertical. it is a brand with a lot of history. what about all of the other verticals? is it value to selloff the gaming business? >> is not just gaming, gaming and their secondary. you take a picture with your apple iphone and eight uses a sunny sensor, cars, they have sunny sensors. that is to 5% of their profit a y