yahoo! ceo marissa mayer is expected to alibaba,e day after the chinese online marketplace, partly owned by yahoo!, filed for an initial public offering in the united states. the deal is expected to become the largest u.s. ipo ever. it also means a massive cash infusion for yahoo!. cory johnson joins me from san francisco. the ali baba ipo -- yahoo! is selling 208 million shares, or 40%. that could mean more than $10 million for yahoo!, more than double the amount of cash -- $10 billion for yahoo!, more than double the amount of the cash they have on hand. what will the cash do for yahoo!? >> the question is where will they put it to work, look for an acquisition, buy back shares? what has always been the question for yahoo! is what businesses will they go after in the future and will they do with the requisitions or build their own? >> cents marissa mayer took over in 2012, it has acquired 40 companies. has the strategy paid off? >> there have not been big acquisitions. that is not necessar

let's talk about yahoo. can you tell me what yahoo it? i've done this with previous ceos. it just seems like you're branching into different areas and i'm confused to your mission statement today. >> sure. on a mission level, we want to be the world's daily habits, the digital daily habits, and there are basically three core areas. there's search, helping people find what they're looking for, there's mail, and all of our different xwhun indications products, and there's what we refer to as the digital magazines, which is how do we bring interesting content, partner content, our own orange content, ugc, to bear and to market. digit at magazines can involve video and different form mass, but these are things like sports, news, weather, finance, our home page. >> if you were a tech or media company, what's the answer? is it both? >> i think the answer that i sort of scolded yahoo and i've scolded piano emwho have asked me that. i think that over the year in silicon valley it became yahoo's version of naval gazing. is it media? tech? media-drich tech? in short it doesn't matte

yahoo! owns nearly a quarter of the chinese e-commerce giant. so what does yahoo! stand to gain from alibaba going public and what could that mean for yahoo! shareholders? josh lipton takes a look. >> reporter: jack mott is bringing his company public, but what alibaba's public debut with will mean for yahoo! shareholders is still an open question. yahoo! owns 23% of alibaba and will sell 9% of that stake in alibaba's offering. exactly how many billions of dollars that will net yahoo! depends on alibaba's valuation and various tax considerations. estimates range from $7 billion to $11 billion. but what will yahoo! do with all that money? ceo marissa meier was asked that very question today at a conference in new york city. she said the company will act as a good steward of capital. >> we had previously sold part of our stake in alibaba and gotten proceeds. we returned some of those proceeds to shareholders, a majority of proceeds went to shareholders, but we did make some smart investments in the company in terms of building out talent, technology, and platforms li

the valuation puts yahoo! at zero. >> yahoo! has been buying a ton of companies.et's not forget that, smaller acquisitions mostly mobile. alibaba is weak on mobile. yahoos monthly mobile users have been increasing see you could string together at plausible story that it is a great strategic partnership. >> leslie, are you hearing ideas about alibaba potentially buying yahoo!? >> one thing we reported was their desire to potentially buy back a stake to increase their valuation. looking at the strategic acquisitions, they have made many of them prior to today's prospectus a way that could increase their value when the prospectus came out in several months from now when the prices start trading in the exchange, something investors will pay very close attention to. >> leslie picker, crid yu, john malloy, jon erlichman. we will talk little bit more about jack ma. who is he? how did he start the company? what investors think about it? ♪ >> you are watching "bloomberg west," where we cover business technology. top story this hour, alibaba, the chinese e-commerce giant, f

here is how yahoo! is helping the internet tackle these issues. yahoo! is original author of domain key identified male. it is a mechanism that lets recipients crypt of five the origin of e-mail. cryptify the origin of e-mail. d mark provides a way to revive -- this april, yahoo! became the first e-mail provider to publish a strict reject policy. in essence, we asked the rest of the internet to drop messages than in accurately claim to be from yahoo.com users. since you made this change, another major provider has also enabled the project. we hope that every major provider will follow our lead and implement protection against spoofed e-mail. target broadly, it would spammers financial incentives. yahoo! incentivizes sharing to prove that our products are trustworthy. auerbach on the program encourages security researchers to report flaws in our systems to a secure web portal. we engage researchers and discuss her findings. if it turns out to be real, we fix it and reward the reporter was up to $15,000. -- weage were security that peopletical are rewarded

>> back in 2005 when yahoo! made the investment, jack was expect yahoo!.no support from yahoo! and essentially delivering the valuation equal to yahoo!'s stake in ali baba. i'm not making an excuse but they do not want to take the risk and not get the license they need to operate in china from the chinese government. they kind of use that as kind of an excuse to do that year-and-a-half go. i think the backlash that has been created is tough and taught management a very good lesson. given how smart they are, i don't think they will do it again. zia, one thing we are wrestling with is how to define this company. is it say it is the paypal of china -- is it fair to say? >> it is different in that it is an escrow based service. you can wait until you actually received the product to pay him the funds are not released to the seller until you guaranteed it has arrived safely and you are satisfied. there are a handful of other ways in which it differs but it serves a similar process that paypal would on ebay here today. >> crawford, how much does this idea of how

what is the future of yahoo!. >> marissa will say yahoo! is your daily habits.ody knows what that means. yahoo! is supposed to be something people come to all the time. think about the last time you deliberately went to yahoo!. not so often. the advertisers who pay to place ads in front of us, yahoo! doesn't stand to do very well. >> interesting conundrum. i think it's worth a read, the cover story on fortune. jesse thank you. >> thank you. >>> you could end up with an oil well on your front lawn and you wouldn't be able to do a thing to stop it. >> oil and gas rights has leaded them to a company, they can come and put an oil well, a site for toxic waste, chemical storage, even build a road right on your permission. >> coming up i kick off a week long series on frac-ing in america, and what you don't know about property rights and why you better read the fine print. plus i'm talking to ron paul, and why he says you can say good-bye to the u.s. dollar as the world's reserve currency. all of that and much more coming up. keep it right here. consider this: the news

yahoo trading at 36.5, anything south of $40 to me is too cheap. >> i don't know where yahoo should trade. one of the reason is discount holding. the discount factor. unless they actually monetize the money i think that's what kayla was getting at. >> in the after hour session yahoo shares are trading higher at 1%. in terms of soft bank, where does soft bank stand now? is this factored into the shares or is there upside potential? >> not at a $200 billion valuation. soft bank, something way, way lower than that. >> let's bring in bob, the managing director. bob, i don't know if you have gotten a chance to look at the filing. what does this mean for yahoo? what do you think it will do with the stake? >> first of all, we upgraded the stock at $33 predicated on what we thought the value of alibaba, you're getting the core for free. like others sort of slow growers, you get to north of $40 target. that was our point. when you look at the volumes that alibaba is doing, if they bought ups and fedex, even they couldn't handle delivering all the packages. it's that big of a kedeal. we were over i

that will require yahoo! to have a clear method of what it is. >> paul, there are a lot of questions of what yahoo! is the -- about. the share price of alibaba, what do you think of it? >> many investors view yahoo! as a technology driven media company. it we think about the real opportunities and marissa mayer and the management team of what to do, we think the proceeds of this will be north of $10 i think we will find is that they will do something similar to what they did when they received proceeds. they will return a very big percentage to shareholders via a stock buyback or hats or a dividend and use the remainder that is something less than 50% for acquisitions. strategic acquisitions that are in growth areas such as mobile or online video and social. there are lots of opportunities in front of them. >> i want to talk a little bit about mobile. that is a huge priority. take a listen to what she had to say about mobile growth. >> it is certainly one of the biggest missed opportunities that i saw. there

show marissa the money, the yahoo! ceo spent more than $1 billion on tumbler but has not seen any real revenue. it is a tuesday and you're "market makers."loo for the new speed, the top business stories from around the world. pfizer's ceo is making its case for hits takeover of astrazeneca. they are worried it will lead to job cuts. and coca-cola is getting more into coffee. coke is raising its stake in green mountain. 10% stake three months ago, and driving -- are trying to make a system for making singleserve beverages. quickly may be on the verge of an yet another deal that would shape the talk communications industry. at&t as poised to buy direct tv for about $50 billion. we broke the story, and alex is with us now. we have known that at&t was hoping around and interested in direct tv.indirec what changed? >> it seems as though at&t is committed now to not only getting into the satellite-tv business, but buying directv the mindset of dish, i think comes as a surprise to some people who assumed that if atg were to t

this he filing shows that alibaba likes yahoos head of resources. yahoo! is supposedly going to sell as much as half of its stake in ali baba. what does all this mean? >> it is an incredible story, isn't it? for the investment of $1 billion for 40% stake in 2005, you just highlighted what this company is now worth. we would be having a dramatically different conversation about the business of yahoo! and the future of yahoo! if yahoo! did not have this windfall coming to it. in some ways, they're working together, thinking about the future of alibaba. before the break we talked about some of the investments that .hey are making there was this belief that maybe they would work a little more closely. maybe it hasn't worked out as planned. you're talking about two companies at both want to capitalize on everything that is going on, from mobile to video. >> what are the risks of this country -- of his company being in china? >> censorship was not mentioned in the filing anywhere. >> they're largely a content later, but they're getting into video. big body hong

and the future of yahoo! if yahoo! did not have this windfall coming to it. in some ways, they're working together, thinking about the future of alibaba. before the break we talked about some of the investments that they are making. there was this belief that maybe they would work a little more closely. maybe it hasn't worked out as planned. you're talking about two companies at both want to capitalize on everything that is going on, from mobile to video. >> what are the risks of this of this company being in china? >> censorship was not mentioned in the filing anywhere. >> they're largely a content later, but they're getting into video. big body hong kong tv and film producer. >> obviously, the growth in china is breakneck. if you believe that the major cities where most of their business has been penetrated, then they need to in a trade the next tier of cities. china is very much a developing country outside of the major cities. alibaba has a relatively weak position in mobile. china has the largest smart phone market in the world. there are companies in ch

yahoo! it's 24% stake might be worth more than most investors think. the market showed a lot of love to jd.com today. another that just came public. with the stock going to an immediate premium before settling back to a profitable level. if you like jd which is a profit list extremely fast growing chinese, amazon analog, then you should love allibaba which is a chinese fast growing version of ebay. and then you always have to consider owning yahoo! which owns a 24% stake in this company. which loosely based on jd's evaluation, it could be worth $200 billion so do the math here. yahoo! is down a bunch but the decline that comes from the combination and belief that ipos aren't getting the pop they used to. yes, there's yahoo! which is also understandable given how facebook and google haven't been jumping out of their skins going higher either. i'm a huge balance sheet guy. i have stressed to you over and over again that a company with a good balance street has immense flexibility to turn itsel

and the future of yahoo! if yahoo! did not have this windfall coming to it. in some ways, they're working together, thinking about the future of alibaba. before the break we talked about some of the investments that they are making. there was this belief that maybe they would work a little more closely. maybe it hasn't worked out as planned. you're talking about two companies at both want to capitalize on everything that is going on, from mobile to video. >> what are the risks of this of this company being in china? alibaba has a relatively weak position in mobile. china has the largest smart phone market in the world. there are companies in china that are ahead of telly -- ahead of alibaba in mobile. >> bloomberg news ipo reporter leslie picture, john malloy, and craig yew. he's known for the flaherty brings to his role as chairman of ali baba. more on the ceo of china's biggest e-commerce company next. ♪ >> welcome back to "the best of bloomberg west." ali baba founder has changed the way the chinese do things. he enjoys performing for employees. take a lis

yahoo! ceo marissa mayer who could make an estimated $12 billion from the alibaba initial public offering and how will mayer put that money to work and does she have to transform yahoo! into an internet powerhouse, and how should you play yahoo!'s stock right now? we'll look at all of that coming up. >> fed chair janet yellen sees the economy growing this year but what that will do to rock bottom interest rates is the question. james grant, founder of the newsletter bearing his name. will chime in on that. you don't want to miss it. we'll be right back. okay, listen up! i'm re-workin' the menu. mayo? corn dogs? you are so outta here! aah! [ female announcer ] the complete balanced nutrition of great-tasting ensure. 24 vitamins and minerals, antioxidants, and 9 grams of protein. [ bottle ] ensure®. nutrition in charge™. marge: you know, there's a more enjoyable [ bottle ] ensure®. way to get your fiber. try phillips fiber good gummies. they're delicious, and an excellent source of fiber to he

i used to be able to tap dance at yahoo!nd the huffington post and give them a leap of faith why they should buy me. and 300 engineers living just inside of paris. you do not have to compete with coicon valley where every 25 want your money. 300 engineers figuring out how to make the engine we built really understand better what you are about to buy when you go onto a website. >> i am sure you have heard about the alibaba filing for initial public offering. >> i remember the investment. .pproaching the board a few years ago. they went all in and bought 40%. i remember jack mauck gained in the offices for meetings all the time. i remember clear as a bell. those guys deserve so much credit for having the guts to back.hat call a few years it is paying off obviously night -- like no one could have imagined. >> what would be a gutsy call like that right now for karissa meyer of yahoo!? why don't they buy criteo? -- marissa mayer? >> we are great partners with yahoo!. i know the whole team. the partnership is just burgeoning today

yahoo has a major stake. what does that ipo mean for yahoo and its shareholders? one of the wall street's top internet analysts will weigh in on that, an the battered social media stocks. are these battered shares a buy? first let's check in with sue at the n dwrismt se. >> it's a very strong day here. we're off our best levels, but close to a triple-digit gain. right now dow jones industrial average is up 86 points, nasdaq as ty just mentioned down a full percent and change, once again a very tough session, and we're only 36 points and change from breaking that 4,000 mark. s&p 500 is up better than a tenth of a percent at 1870.71. the nasdaq is not really following the dow in today's trading session. seema mody will give us the breakdown. hi, seema. >> good afternoon. that's right, an ugly day for the nasdaq. the primary catalyst become tech. and yaw hoar is in fact on the top of that list. shares moving lower after ali baba. filed for an ip on in the u.s. cog any zen things to increase tech sending in europe. elsewhere convince again a mix of internet and high g

>> we are told yahoo! will sell on top of its stake in alibaba.looks like on the filing and from what our sources are telling us, they will sell shares to the ipo and use the proceeds according to filing for general working purposes. that could be anything from expanding headcount to across the border services, other initiatives they have laid out. it is unclear at this stage how much exactly they will be selling relative the yahoo!. we should find that. >> what about the competition between the nasdaq, nyse? >> in this filing we are not told exactly which one alibaba is choosing. that is still to be determined. we should find that out in the next couple of weeks or months. that is having that will show up in revisions. twitter went public in november. they didn't list with exchange -- which exchange it was listing not in its first perspective. that is something that companies saved until after they get their first perspectives out. then they can focus on which they will look on. >> from one marquee to another in the world of entertainment, and ac

what is a revenue split with yahoo? are you worried there's going to be any sort of cannibalization? >> no. we have talked to all of the usual distributors about a deal and could we bring the content to life. yahoo got it. they lived it was a valued proposition. we found the partner that's got the eyeballs. they're going to underwrite the cost of delivering the shows and split revenue 50/50 and sell those units together. sitting in the last two weeks giving we haven't launched the channel. i would tell you we already assumed against our cost before we go live and be into revenue day one. we believe that 23,000 shows and the back stage, the interviews, all of the content coming to life from our so-called studios -- >> what kind of shows are we going to see? are we going to see maybe the on-the-run tour? >> we're going to see them on. we have to do it all. we're going to have the top of the line shows. to the house of blues. up and coming artists. the next lords, et cetera. it's got to be compelling. this is going to be a

yahoo owns more than 20% stake.e're going to look at that and what the financial suggest about the public future. and we have a former yahoo finance chief with us live. you cannot pick up a newspaper without a big merger acquisition. we are well ahead of an announced a deal that we were at the end of last year. what is behind the excitement? what is next and how long will the m&a boom last? the perfect guest to give us an answer. a fox news exclusive. he knows the acquisition space advises some of the most successful ipos. he will tell us where he sees the next big ipo next. ♪ (mother vo) when i was pregnant ...i got lots of advice, but i needed information i could trust. unitedhealthcare's innovative, simple program helps moms stay on track with their doctors to get the right care and guidance. (anncr vo) that's health in numbers. unitedhealthcare. liz: inspired by 1001 arabian nights, former english teacher turned the story zero alibaba into the namesake of his massive e-commerce company. alibaba open the secret d

in a few minutes, yahoo! is expected to alibaba,e day after the chinese online marketplace, partly owned by yahoo!, filed for an initial public offering in the united states. the deal is expected to become the largest u.s. ipo ever. ls

yahoo! is yahoo!.ist shareholder moment that would not be possible at ali baba because of its ownership structure. a cousin of the -- because the shareholders do not have the same boat. - vote. i think that is something that puts hair on the deal. eeing in termssayi of what this board actually looks like. >> shareholders are going to be able to vote. jaclyn races going to be a director. joseph sides is going to be the executive feiss chairman -- vice-chairman. they're going to be nine directors on the board. think regarding what we have been saying, shareholders will be able to vote on the board nominees. >> thank you to our team coverage here. cory johnson, san francisco. julie on set with me. we will be covering this all might on bloomberg. -- all night on bloomberg. you will see plenty of cory and julie. have a terrific night. ♪ >> it is time for on the market. here is where stocks ended the day. following for the third time in four days per the s&p weighed down by financials. aig, consumer discreti

ceo, scotter yahoo! thompson.ey really ramped up their investments in lift, tango, the company behind that. first dibs is a commerce platform. this,ll see a lot more of alibaba and its name popping up alongside other venture capitalists buying stake in other related technology companies in the u.s.. >> will be see out right acquisitions? >> this is an important question. if you think about the strategy so far, buying stakes in companies may be allows you to avoid the headaches that come without right acquisitions, the regulator questions, the government questions, and in the meantime you can learn a lot about different areas. this company is obviously interested in learning about the mobile platforms in the u.s., and why not? at some point you would think that they would think heavily about doing something more significant. trying to winy over u.s. businesses? >> the other thing that stood out for me in the prospectus is not just that they are targeting american and -- american investors, it is american businesses

could be facebook and yahoo!eading to the mall to look to buy some of those clipped wing bargains. we'll point out names that might be targets. >>> the drones of war, the next generation of military robots getting ready for service. we take you live to the largest display of robots and unmanned systems. it is the coolest, to learn about next generation military and commercial drones. stay tuned. we're coming right back. (mother vo) when i was pregnant... i got more advice than i knew what to do with. what i needed was information i could trust on how to take care of me and my baby. luckily, unitedhealthcare has a simple program that helps moms stay on track with their doctors and get the right care and guidance-before and after the baby is born. simple is good right now. (anncr vo) innovations that work for you. that's health in numbers. unitedhealthcare. so ally bank really has no hthat's right, no hidd fees.nts? it's just that i'm worried about, you know, "hidden things." ok, why's that? well uhhh... surprise!!

now, what will yahoo! do with all that money? analysts say yahoo! use the money to issue a dividend or buy back more stock. yahoo! has already repurchased $6 billion worth of stock since the beginning of 2012. yahoo! could also use the money, of course, to do acquisitions. the company under marissa mayer's watch has completed multiple acquisitions, including summly and tumblr. collin gillis of dgc has a suggestion for mayer's consideration, given its strong position in individuvideo and p. they say the ceo has to be very careful, unlike facebook whose core business is performing well, yahoo! remains a turnaround story. analyst investors won't give her the same leeway to make acquisitions as they do for mark zuckerberg. bottom line, the jury is still out for yahoo! shareholders, weather to stick by or just sell and own alibaba shares instead. scott, back to you. >> josh, thank you so much. >>> i'd like to talk about this alibaba ipo more. most specifically, let's listen to what jim cramer, guys, said this morning on "squawk on the street." i thought

yahoo!saying it will no longer honor, so-called do not track requests which are supposed to keep your online activity private. jo ling kent from the fox business network joins us now with more. hey, jo. >> reporter: good morning a big change made very quietly. it will affect your privacy if using yahoo! slipped into a blog post. the company will now ignore what they're calling do not track requests from users. that is signal you can activate in your web browser to indicate you don't want your online activity monitored. yahoo! is reversing its original position after being among the first internet companies to adopt it. ceo marisa mayer dumped the option to create, highly personalized experience for users. mayer says they're ending, do not track, because we have yet to see a single standard emerge that is effective, easy to sues and adopted by the broader tech industry. so what does this mean for you? well as long as you use a yahoo! product like surge or tumbler or flickr, the company collec

you know what it is like to run yahoo! >> yahoo! has been difficult. i left at the end of 2006.t is had a string of ceos and competitive issues. it has had hostile takeovers. it is not an easy scenario for anyone. i think what marissa has undercut issue brought back energy to the country. she brought attention back. she started to rebuild audience growth into the company. she followed what she laid out to do. it is not an easy job. it does take time. people do not necessarily have the patience. i think getting alibaba sorted out and acquiring a lot of talent puts them in the position with a chance to succeed. i think her sheer energy -- she is a force of nature. >> i want to talk about the environment. we are seeing valuations. uber raising money at a $17 billion valuation. is that fair? >> what is fair is whether someone will pay it. [laughter] uber leverages all of the things you talk about on the show all the time. does that leverage mobility, location, software? is it high-growth? high-margin? there are a lot of amazing companies like that. airbnb be another one. you are see

the biggest winner in the ipo will be yahoo!. yahoo! bought a 40% stake in alibaba in 2005 for $1 billion. it currently holds a 22.6% stake. some are value be alibaba overall market capitalization as high as $150 billion. here are some of the eye-popping statistics that come with this company. 231 million annual active buyers. 8 million annual active sellers. 49 average orders per active buyer. 11.3 billion annual orders. 5 billion packages generated on china retail marketplaces, 3.6 million transactions a minute processing capability. 190 plus countries where buyers are located. there is still no word on what the ticker will be or which exchange is getting the listing. the underwriters include swecre suisse, jpmorgan, deutsche bank, goldman sachs, morgan stanley and citigroup. >>> as you heard at the top of the show, the major driving force behind the earnings for disney was the blockbuster hit "frozen." studio income quadrupled to $74 million. bob iger says the company is increasing the presence of the characters at their theme park.

yahoo shares closed -- last down last at $36 dollars. but rallied in the after hours session.chuck coppola joins me now. he has his eyes on apple. hoping its new retail chief will do for apple what she did for an aging british fashion label the company gives a very warm welcome to angela ahrendts. her hiring comes with about 68 million dollars' worth of stock options. ahrendts is the former ceo of british clothier burberry. sales at the company more than doubled with her at the helm. she becomes apple's only female exec. the tech giant is known for paying its top people generously. apple shares were down yesterday, closing at $594.43 a free fall in twitter. shares of the social media company sold off nearly 18% yesterday in very heavy trading-- as the lockup period for early investors ended. twitter is down 30% from its much-hyped ipo last november. analysts say now may be a good time for investors to stay on the sidelines. "we think that there is still a sell off in twitter that continues, a sell off in momentum stocks in general or soc

that could mean a difference in relevance of the two in yahoo!'s bottom line? >> yeah, this is going to be a headache for marissa mayer. they got 28% of alibaba. if this business floats and is valued to anything up above $200 million, the windfall for yahoo could be $10.4 billion according to some analysts. but what do do they do with the cash? do they go after google with that fresh injection of money? and what does it mean for alibaba, does it turn into a bigger competitor for yahoo!? in the face of the good news, they get the cash, but it could cause headaches for mariska meyer as she tries to work out what to do with it to make yahoo! continue to be relevant for the internet generation. >> geoff, thanks so much. i appreciate it. >>> stale ahead on "way too early," lebron james lights up the court as the heat stays perfect in the playoffs. but for once, it wasn't lebron who stole the show. kevin durant's emotional speech. >>> plus, do you know who your mother was before she was your mom? there's a special jimmy kimmel mother's day preview. that story and "wa

a gift yahoo! real opportunity to grow here. >> i want to talk about the environment. >> >> if it is there thomas someone will pay it. uber is an extra near a company that leverages all the things you talk about on the show all the time. there is a lot of companies like that. you are seeing the real winners in the private market being rewarded. you are not really seeing the second-place players being rewarded at the same level. my view is the market pays what the market pays. $17 billion is a lot. 10 years from now they own the transportation infrastructure. how powerful can they be? >> do you feel they are getting in a dangerous situation with valuations? we are in -- are we in bubble territory? >> there is a private market and public market. everyone has taken a beating over the past couple of months. some of it deserved, some of the knot. the public market they tend to work themselves out. the private market there is so much capital that needs a place to be deployed. so i do think that market wi

umblrr after to was acquired by yahoo!e are questions about whether the acquisition will pay off. the ceo spoke to us from new york. here is what he said about integration between the two companies. >> we have partnered on a few objects. we are working together more closely on how we build content. lots of stuff with katie couric, and powered by tumblr, we are working on a host of projects. we are on our own path. ultimately we are in control of our own destiny. >> referring to david pogue, formerly of the new york times, who joined yahoo!. karp says tumblr has doubled aboutles force and has 160 spending advertisers on the platform. also joining us from wired is the ceo and founder of a social enterprise top form for marketers. facebook andlike twitter are increasingly competing for marketers' attention, your company helps companies connect with consumers through the power of social media. thank you for joining us. >> great to see you. >> we were just speaking with revenue foread of twitter, talking about how small busines

yahoo!.eo of with ali baba filing for a u.s.i asked him if he sees any risk to investing. >> all of their success has been in china. the question is how big can the chinese market be. we know people are trying to compete with them. they will get local competition. to this point they have not had that. when they try to be in the u.s., what is their growth potential in the united states? will they be able to buy companies? there are a whole bunch of unanswered questions. the management is extraordinary and they have tremendous momentum. they have accelerated their growth during these are long-term questions. >> yahoo! well sell half of its stake in ali baba. >> if i were a betting man i would say she would return some of the to the shareholders as she did before. the question is what areas does she want to grow in? it is difficult to buy a company of certain sizes and scales. companies, there are a lot of public companies that might be interesting for her. she will be judicious about it. i don't think it is the goal to move immedi

the reason we have yahoo! here, yahoo! is a huge stake in alibaba? >> more than 20%. had been a lot of excitement about what yahoo! cashing in on alibaba would door for its shares. look here. filed tuesday. stock plunged wednesday. i think a classic case of sell the news. there weren't enough details i think in the ipo filing to get yahoo! investors excited again. >> it's a real entree for ali baba into the u.s. market, though? >> definitely. interesting to see how the company does and whether or not they expand into the u.s., too. >> twitter. another big mover this weekend by mover i mean loser. >> yeah. twitter is just getting its butt kicked, really, in the market right now. shares plunging because of the lockup expiration. all the insiders that were able to start selling, started doing so. look at how high it was and then fell, i think a lot of people looked at that ride up and said, uh-oh. we're now seeing momentum going in the other direction. >> and reality. right? it's not making money. they don't like what they see underneath the -- >> this isn't facebook. a

yahoo! is now in for a huge payday. >> yahoo!'wind fall could be somewhere $10 billion and $20 billion depends on how that comes to the marketplace. are they going to invest it? if you own yahoo! you might be able to get a piece of alibaba. >> what could they do all of that cash and all of those shares, acquisitions in the west as it looks to get even bigger. cnn, london. >>> new surveillance footage of a 15-year-old plane stowaway who we told you about last month, he snuck in a wheel well of a plane flying from california to the hawaii. >> reporter: in a video released you can see the shadow of a person climbing down there. of course, limited oxygen, you can see him stumbling around there. >> obviously a little bit stunned. >>> much more ahead here on cnn newsroom, including u.s. help to help find those kidnapped nigerian school girls. >> why the u.s. assistance may be too little, too late. >>> and why modern-day slavery is so widespread in africa. along with support, chantix (varenicline) is proven to help people quit smoking. i

how exactly did the yahoo!/alibaba partnership come together?will get the information when we come back on the best of bloomberg west. ♪ >> welcome back to the best of "bloomberg west." i am emily chang. he is a tech executive who played a key role in forming yahoo!'s formation. he is the ceo of textbook rental. with alibaba filing for a u.s. ipo, i asked him if he sees any risk to investing. >> all of their success has been in china. the question is how big can the chinese market be? well they have competitors there? we know people are trying to compete with them. they will get local competition. to this point, they have not had that. when they try to be in the u.s., what is their growth potential in the united states? will they be able to buy companies? there are a whole bunch of unanswered questions. the management is extraordinary and they have tremendous momentum. they have accelerated their growth during these are long-term questions. >> yahoo! will sell half of its stake in ali baba. what should it use the money for? that is up to melissa

he pointed to an attack on yahoo!'ad network during christmas that involved using people's computers to generate bitcoins. the industry needs to take more responsibility, not necessarily blaming them for the attacks. >> this is in advance of a hearing tomorrow on the subject. what are we expecting? how does this play out? >> tomorrow we are going to hear the industry perspective on all of this. we will hear from the chief information officer at yahoo!, alex stamos. also the senior files manager at google, george salem. we will also hear from the federal trade commission, and different advertising and self policing groups. witnesses including big tech, including regulators, and also this self-regulating body. the big question we will be addressing tomorrow, can the industry really police itself and deal with this problem, or does the government need to step in. >> ok. megan hughes, in washington. thank you. now, to the woman who could be called the face of justice in silicon valley. judge lucy koh has overseen some of t

yahoo!, aol? we want tog highlight with yahoo!, yahoo!hot -- talking to full-screen on a couple of runs. one is the potential of having them as a partner. in creatingterested something youtube-like. they are very interested in video and high-end content and signing up people to produce videos for them. but they are also interested in stealing thunder from youtube and creating their own video network. partnering with full-screen is one of the ways they could make that happen. maybe have one of those stars come over to a yahoo! platform. >> but how much are businesses like maker making? >> these are young businesses, so for the most part they have not been making money. fullwould argue that screen could more easily make money or turn on the tax compared to make. what you will say is way is that they will try to bring out the advertising dollars. right off the top, youtube is taking its slice of ad revenue. $70now that they generated million in ad revenue, but they did not have to share that with our partners. this is less about profitabilit

live to what yahoo ceo melissa mayor talking about the windfall everyone thinks i can't had yahoo will get. >> we returned some of the proceeds to shareholders, but we did make some smart investments in the company in terms of building up talent, building up technology, and platforms like tumblr, i can point to what we've done historically and point to the fact that we know that this is of critical importance to our investors. >> that sounds like a perfectly scripted answer. her lawyer should be proud. alibabi would be nowhere without its founder jack ma. mary snow has his story. >> reporter: he may seem an unlikely business tycoon. jack ma, a former english teacher who describes himself as not a tech guy skyrocketed to rock star status as founder of e commerce giant alibabi. he even dresses like a rock star. he started the company with friends in his apartment in 1999, scraping together $60,000. >> we will make it because we are young, and we never ever give up. [♪ music ] >> reporter: ma's perseverance is a trademark. his personal set backs are legendary. being rejected ten times by