Mike, this morning im zeroing in on enterprise, looking at zoro down 30 right now. What is interesting to me about these names is they both got a big bounce after sales force and workdays earnings reports but theyre giving that back today and then some. Investors seem to maybe be realizing that these names are tied more to overall Enterprise Spending it has not been great versus that sass exception that we saw. Im wondering what you think of what is happening in that space. First the rhinoceros horns at the end tell you something the hottest money, the ones that went the way up, the last spurpt is being taken out i think that this is happening in the context of what many of us have been saying. The market looks a little stretched. A little at the high end of its up trend it should cool off and it was pushed and pushed and pushed a bit higher in part because there has been a welling up of kind of momentum, speculative action, partially in the market some kind of an unwind going on now. Way premature to call for any kind of broad scale rotation or regime shift in this market. The nasdaq bumped up against the upper end of this trend, and that would imply that were 6 or 7 pull back that would be totally routine in the context of what the market has done nevermind that the s p was up for two months and theyre just now backing off. Some of the run up in these names were not that discriminating they ran up with say zesales foc or weekday i wonder if some of the selloff might also be reflectionixive they said their churn rates seemed to bottom out and they expressed a lot of optimism about what is coming from here maybe we see the run up but maybe investors are not really looking at the details. That is a Fair Assessment that is typically the way it is. What seems most like the thing that just went up the most let me buy some of that. I do think that is largely what is going on. I dont think i would be too eager to pull out too many macro reactions. The market reacting to what the maskt had been doing up to this point when it comes to the faster moving nasdaq stuff. Pinterest is down 3 , snap is down they were benefitting from a shift from digital and mobile. And now a correction that were seeing today, is this because the stocks were just too bought up moved up too fast and too high over the past several months and there are too many fundamental challenges to the challenged i think most tof is the former they did get carried, i dont know about too high, but they went to the upside, i dont think baits on specific. We have durable cash flows that is and i think it is the general breaking move, and theyre not really leaving anyone to be a cash back exception. Im sure there are ways to differentiate. But mostly im seeing people just skimming some of the froth off of the top of the tech market it is interesting that some of the traditional media stocks, fox, viacom, verizon, these stocks in the green is that a rounter play to what is going on in tech . Yes, you can call it a welltive pull back and there was bids in a lot of traditional value sectors. That is a net positive today it seems it is a little too heavy in terms of the selling in the heavily weighted Growth Stocks to really take it in there is no doubt about it that there are times when the market says we got a little too extended they look like theyre cyclical or outright expensive. Should we give a shoutout to your mystery trader as you tweeted the other day saw it coming yeah, he thought friday was when he felt like it was a shortterm sell. Take some off of the table i think you can certainly give him a nod and no one has any idea who were talking about besides me, but the main issue is i think he uses the type of approach that a lot of people that have been around a long time do. Im seeing too much speculative activity out there maybe further momentum doesnt look like it is necessarily there, and seasonality at some point may kick in when you have strong august is tough this was not necessarily the top call it was about pull back, dont be as aggressive buying, wait for a 5 or 10 pull back perhaps. Well watch that as were blow 3500 on the s p facebook is the other big story, Mark Zuckerberg announcing they will take additional steps to ensure the integrity of the u. S. Coming election. One of those steps banning in adds ads a week before the vote one of the new policies that were announcing is were going to block new political at issue adds in the last week of the campaign i generally believe the best antedote to bad speech is no speech so i think it is important to have ek tra restrictions in the last week. Good morning, good to see you. Good to be here so the reaction this morning is in two distinct camps one is not enough in terms of their response the other is an encouraging revolution yeah, look this has been on the radar. Its weird theyre only rolling this out now i feel like they had more time to prepare, but it is good theyre issuing the new rules. There is a lot of them i think theyre hoping for an ordinary smooth election if this goes okay for them, theyre going to be in the clear they have been under a cloud for four years if they can get the target off of them i think they will be happy. Still it sounds like you dont think this necessarily will be a potential nightmare scenario no, i mean you have to be on the lookout for nightmare scenarios with elections in america right now. Facebook is just so deeply embedded the blue app, and i just think the people that run facebook and all of us, we dont know many ways that we could have repercussions. I think people at facebook dont know all of the ways it could backfire on them we see journalists pointing out flaws in the system. And facebook has mostly been reactive to this and i think this is another reactive move. It just may be snuff enough to i think they want to keep themselves out of the worst headlines after the election and maybe this is enough to do that it is julia youre talking about changes that facebook is making that dont prevent people have seeing ads. This prevents new ads from being shown in the next week considering the fact that more people will be voting early than ever before, it seems like these changes being just a week in advance will have the at least impact than if facebook had done this in any other year this is so minimal how much communication can happen that is not paid, and the massive reach of president trump. I mean arent you concerned that this is just a tiny, tiny effort on facebooks part i mean, i am concerned it is a tiny tiny effort i think this central problem of facebooks roll in democracy is perhaps unsolvable i think you suggested and year ago or several years ago they should have banned or severely limited political ads. They dont need them as part of their bottom line. Mark zuckerberg thinks it is a central part of democracy. It is part of his view of free speech, but youre right, election day is is not really a thing any more his idea that information in the last week is somewhat arbitrary. I think that with a lot of this stuff they dont really know, there is not a lot of data for their actual effect on voting and how people vote on their motivations for it and i really though i their primary view of the company at this point is kind of a pr image one to prevent it from getting pillared as it was the last time isnt what is really going to happen, everyone with a political ad will glflood the system but maybe not put money into it until three days before. If they really want to target it for the last moments for those that vote in person all they have to do is put the ad into the system at that time and not have it show up until that targeted moment that they want it to. They dont want them to comb through those adds in that moment in this big flood and find things that might be problematic. Yeah, in that period, i hope, i suspect they will been but you know having an allhands on deck approach to stopping the ads they are going on a tough road, and zuckerberg is extremely relr reluctant to appear partisan if he bans an ad, they dont want to be seen as any kind of arbiter. It is really difficult to do that given their central role in this i think theyre falling down on the task of policing their systems because they dont want to appear, you know, partisan in either way i think that there is a central problem in the last few years that is a lack of courage and ability to stand up to the problems that their site has reaped on the world. And i suspect that is going to continue i just feel like im giving them a somewhat benefit of the doubt because they have been through so much in the last few years an i just dont have very High Expectations at this point right, i think that is why im surprised to some degree given how we have watched your reaction to their policies over the years. One last question and maybe this is better for kevin ruse or mike isaac what was it about a week prior to the vote . That just seems so be, a major decision being made online that you can argue are arbitrary, or maybe not. This is the central thing that people should worry about one man, Mark Zuckerberg, and his top lieutenants are making decisions about this Communication System they have a seven day rule they just made up with it. There could be something about how people vowed engagement in that last week, but it is as arbitrary as other rules they split hairs on this stuff so finely, what is misinformation, what is just, you know, acceptable exaggeration i think this is another one of those. Theres no it is really difficult to look for any kind of solid logic or objective reasons for any of this stuff. At the heart of it, it is just ahead to people deciding what is acceptable on a platform that everyone uses. And another example of the extreme power in the hands of very small number of people around the planet. Thank you, well see how this develops hope to see you again soon appreciate it. Thank you so much bye bye. As we go to break, take a look at the markets. All of the major indices at session lows the dow is at 620 points more than 2 the s p down nearly 3 the nasdaq down 4. 25 . And pagerduty are down about 28. 5 . Still positive for the year though Jennifer Tejada will join us i keep working my way back to you, babe with a burning love inside yeah im working my way back to you, babe and the happiness that died i let it get away servicenow. The smarter way to workflow. If i could, baby id how can i, when you wont take it from me you can go your own way go your own way your wireless. Your rules. Only with xfinity mobile. Welcome back, shares of pager duty are down more than 28 after they posted weeker than expected guidance for the rest of 2020 the stock not doing well this morning. In a down market, joining us to discuss is jennifer tajada good morning good morning, john, nice to see you. Good to see you so there are a lot of stocks down this morning, you had some nuanced commentary on the quarter about how it started off rough with Enterprise Spending and with churn, but trends tended to improve throughout what can you tell us about how customers are using the product. And the extent to which youre able to insulate against these covid impacts. Thanks for having me. We posted a Strong Quarter revenue was up 26 we have over 13,000 customers, and one important thing is that the customers were sticking with us we have over 96 retention and that is driven by the fact that as all of our customers are digitizing the businesses, our platform is working very well. We have beneficiaries, and theyre scales massively in some cases. And they have not missed a beat. As the number of incidents have been on the rise, and the cost of the incident is increasingly high, it is his response for performance on average by 15 . We have been scaleable, resilient at scale, and were doing what we said were going to do. What we have seen in the we saw large companies. We are leveraging Event Management in ai to help from responding to preventing them from happening in the first place. And i think that really comes down to trust. Right now trust is the most valuable currency between bra s brands my sense is there is a lot of investors that have taken everything that is in data Center Transportation as cloud and dont understand the differenc differences. Some nonpublic companies we seem to get people reacting to sales force and workday earnings now it seems to be reacting to be realizing this is not sales force and workday. What do you expect wont change through the experiences of uncertainty. The fact that the world has really moved to 100 e commerce environment, were living and working and learning online. And many Large Enterprises are still very early in their ops transformation and their Digital Transformation digitizing parts of the business that have been historically brick and mortar i would also say that while the movement has been arnold for years, piearson, which is an interesting textbook publisher moved to online education. The New York Times who upgraded to digital ops. Still a lot of momentum there, i think it will just take time for customers adjustle to a number of new exacts of the home. For the people who are building and operating the transition to the cloud, these are the picks, the shovels, the hard hats and harnesses theyre using to scale it. Travel and hospitality, they are being effective at this time and theyre 7 of their annualized occurring revenue. How much of a continuing impact will those depressed industries have when do you sense a recovery we saw that with expansions from the likes of pinterest and a few. Well continue to see early adopters invest in a regular ka dance. I think our mid market and enterprise customers, a third of them expanded. On the flip side what we have seen with industry thats have been more impacted is theyre not necessarily leaving the platform but theyre slowing down their expansion or in some cases contracting users alongside layoffs. As the market starts to improve and we start to see the customers embrace new Business Models theyre going to be doing that online and leverages the cloud and bolstering their economy to do that we will be focusing on the crisis from the longterm relationship to the shortterm gains. I think that will bode well for us overtime. It seems like what is how much of that is because you think some of the growth was a bull forward of what you may have seen earlier in the year. How much of that is uncertainty about smaller and mid sized companies. And an expectation that theyre relationship with you, they will not be able to spend as much money as they had in previous years . Julia, im really very confident with our guidance and manufactu in fact pretty excited we got off to a very strong start in august with it was a Strategic Land with our provider that went all in. It is an uncertain market with an election coming up, volatility still and us all trying to figure out whether or not a return to a more traditional economy looks like a reality while we wait for a vaccine. So i will it is a historical summit and we have over 5,000 registrants for that that is five times what we saw last year. The interest is there, we think it is an opportunity we like the momentum that were seeing, but i cant call its too early to call it a recovery in this market finally, jennifer, i believe small and Medium Business is around 20 of your business as you look at the potential and the interest that youre seeing to our strategy has been to continue to grow our business. We are the leader and the category creator in that space nine of the fortune ten and nearly 60 of the fortune 100 but were also part of the start up tool kit. Were careble about the early adopters essentially being a foundational platform for their business that is always an area of interest for us and i think that is one of the things we love about our business from the most Innovative Developers in the world to some of the most traditional and longest standing brands in our community. We have something for everybody. But most important i think were all experiencing this shift of being a digital default sort of world and that brings challenges for everybody. Pagerduty has proved themselves to supporting companies as they become true larger organizations. A rough day for the markets and that stock thank you for being with us. Thank you, its a long game we appreciate being apart of it and we appreciate you having us today. All right, as you see the sell off remains in place. The dow down about 700. Lets go to sue herera good morning, everyone here is what is happening outside of the market. In florida a 16yearold High School Student has now been arrested for conducting cyber cyberattacks on the miamidade servers it renders many Online Learning features useless. Other attacker wills likely involved a speeding driver slammed into a restaurant and caused part of the building to collapse no injuries have been reported safety features like forward collision warnings could prevent up to 40 of big trucks rear ening other vehicles san diego date is going to all Remote Learning in the next four weeks after 64 confirmed or probably cases of covid19 john, back to you. Thank you, sue, the dow is down it was down 700 just a moment ago. Down 2. 25 the s p on a percentage basis down about 3 . Semi conductors and apple continue to suffer this morning. Lets start it apple. It is on pace for a larger day going south with the rest of the market it is now off 12 from the alltime highs keep in mind this comes after apple has experienced just a remarkable run here. The sell off still up about 130 in the last 12 months and nearly p 70 this year. Cash is king in uncertain times, apple as a lot of it you also mentioned the semis that tracks the chips and it is on there the hardest hit in todays trade. Nvidia, amd, and i did catch up with stacey who says it could be due to sienna. They talk about weak demand to covid. That could be spooking investors. Another big run here, it was a fresh alltime high and still up more than 80 since the mid march lows they certainly have some of the worst case fears back to you. Josh, we can sometimes remind me in Business News of people who are scared of the site of blood, even if it is just a drop apple and invid ya, keeping in mind how much these stocks have run. Any of the analysts that you have talked to or seen notes from, do they seem fund men thatly concerned i dont see any fundamental reasons, no new reasons to explain the sell off, and we look at the huge tears that apple experienced. They of course mentioned another one. They think that Cooks Company is well positioned to capitalize. Some of the big, broad, tech trends in the quarters and the weeks ahead. And of course 5g, that is the big one. We expect the 5g iphones to be launched soon here that is will another source of excitement there is another course of excitement of what it could look like for the iphones in the meantime the work from home stocks are not working today. For more on this we will go to deirdre bosa yes, let me are run you through a few. After the earnings report, it popped 40 this is a relatively small sell off for zoom video in particular it is still up 450 . So we have to keep this in per perspective. This stock is down more than 8 in the session it is a relative under performer. I say only up about 40 year today. Peloton is down also this year that is down 10 this session. Still up more than 185 . Year to date shopify, a big boost for this waem foreek for t cap. You also have fastly and opta, Cloud Software names that have seen huge gains. I would say that analysts have been saying for some time that a break in this momentum play could be a good thing. But were certainly seeing that today. Getting hit hardest also is docusign that will be reporting after the bell today this is a stock up 400 year to date while these selloffs today look brutal and they are brutal today. When you take them over the last year barely denting the gains they have made back over to you yeah, the debate will rage here assuming this price action remains in tact about whether or not it is just momentum unwinding, or whether or not it is really about the vaccine and testing news we got this week. Or Governor Cuomo opening malls in his announcement today. Or a theater chain starting to open this weekend. If it is rooted in a fundamental reopening of the economy we heard a lot of the academies say these are the same we saw zoom park they expect that to continue so a big fundamental question here is what happens when we get a vaccine. Do some of the trends stick or do we see a further reversal based on what we saw. Yeah, are any of the analysts starting to express concern. If it is part of that or if this is just profit taking. I would say that is not based on todays actions alone, but i mention the example of slack that has not done as well this year and a lot of that has to do with competition as well, right that is a factor here. Zoom has been able to blow all expectations out of the water. Hold their ground when facebook, microsoft, and google are coming up against these companies and creating copy cat products you have to judge these names differently. I think it is too soon to say something. It is a big question and we raised this after the quarter, theyre relying more on the smaller customers, right that have only monthly subscriptio subscriptions. Do they go away. It is depending on more and more customers for their overall revenue. I bet that is a question that will be asked a lot today trying to figure out if this trend will ease when the economy reopens and we get a vaccine but the valuations, a lot of questions. They have really run up in a lot of folks have been saying theyre frothy certainly massive dpgains, deird deirdre. Cruise lines bucking todays trend. Carnival this morning announcing planning to set sail this weekend in europe two cruises departing from italy. One in public areas masks must be worn, spaced out tables, extended meal times. The hope is that the protocols will keep passengers safe. Crew members will have to have temperature checks a medical center, and covid diagnostic tests will be provided for all tests carnival up 3 to 4 it was as high as 11 earlier this morning on a day when the market is down about 2 , these gains are certainly notable. This nest europe will be a case study for the cdc that has not given u. S. Cruises the green light. If the sailings go well and we dont see any concerns about covid, perhaps the cdc will feel more comfortable giving u. S. Sailings the green light that makes up a brunt of the revenue for carnival, royal, and norwegian. Not only is there a question of the cdc and also consumer demand what are you hearing about consumers, particularly american consumers, and what theyre willing to pay for right now in the cruise industry. That was the number one topic in the Earnings Call the conversations that i had with the ceos say that 2021 bookings look strong specifically from the younger audience to your point on pricing, they brought down the afternoon cost of a kruse to a very cheap level. If you feel confident and youre a fan of this type of travel, there is certainly some good prices out there again, a lot of customers, what i have been hearing, want that level of clarity about what it will look like before they book. Sema, thank you for that. Looking at some of the hotel stocks on hopes of reopening and certainly the resumption of some cruises. It has been eventful the dow got 750 points to the downside as momentum names and tech get unwound we watched numbers like the vix. Ten year, below 62 basis points as we keep in mind certainly for the moment, the yields are not playing along i think there is a question that john, im curious about your thoughts as well. Is this profit taking or representing a real shift for the market right now there is a question of whether or not this is a minsky moment or not could it collapse after a run. And how much of a correction do you think well see here if high valuation is a sin, i think this mornings action is maybe a bank pang of guilt. It is certainly not repentance it is plunging the same with mongo db a number of the other stocks on a percentage basis over the course of a couple hours this catches the eye but the run up that we have seen over this period of time is so huge. Look at sales force and workday. They have not begun to give back on the gains they saw if is just trimming a little of what it gained even in the days after those earnings i think fundamentally there is a question of how long can this go what got us here doesnt seem to have holes poked in them just yet. On that note tesla remaining the post ter child for over all sentiment. Yesterday and today, and for more color on the price action, lets go to phil lebeau. Down almost 6 for the day still, consider where this stock is come how far it has come this year it is up about 400 . Since the beginning of this year let me say that again. The stock is up almost 400 since the beginning of this year its market cap has come down and it is now back under 400 million, if im not mistaken, which is not a surprise. It went from 500 a share, where it hit on tuesday, all of the way down to 416. You have a stock that clearly had run so far over such a short period of time that it is not surprising that you have the market cap now down to 388 billion. Im looking at some numbers here, tesla still up 40 for the past month, just over 20 days. And at what point, the analysts just had all kinds of whiplash with tesla time not sure. In the past when we have seen these sell offs, there was a lot of factors impacting that at the time in the past it gets down generally 10 to 15 maybe 20 . And that is usually when you sigh buyers come in and they say we still like this theme, the story, and what elon musk is doing here and this is an entry point. What are you seeing for the other competitors. Are they following teslas move here i dont think it impacts their plans at all everybody is developing electric vehicles tesla could be cut in half and that would not change the plans of auto makers that are goes electric the real question is how long will it take the investors to get there and how will they make money off of electric vehicles that is all over the map is it within five years, seven years, it is certainly not happening in the next year or two despite the fact that you will see a slew of new models coming up. Phil, thank you we will continue to watch tesla along with others. Stocks up more than 70 for the year joining us now is the ceo of mongodb. Good to see you, john, thank you for having me. There are so many questions that i think investors should have going through the season about what is driving the various businesses in tech and what the differences are how is that different from the action that were seeing with the businesses around sales force and workday and the players as well what i tell you is that covid is clearly accelerating long Term Technology trends we see the company, no matter who they are, they need to be digital by default they need to innovate quickly. They need to move quickly, to seize new opportunities, to respond to threats, and thats why were seeing a lot of customers engage with us to really help them transform their business thats why i think you have seen us deliver strong results in the past quarter we also increased the rate and pace by which we added new customers which i think is quite note worth any now the interpride spending has been an issue for different companies. We spoke to jennifer about that. What degree is that a factor in your business and what is outweighing it for the trends in your direction data is everything to an application. If you think about a retail application, a gaming application, what is an application without data i think what we have also done is married a great product with great go to execution. So we have become very sophisticated. So we have an inside sales team, and we also have a partner that enables us to do business with customers and expand our reach more quickly theyre working in cycle and i think that is why were delivering strong results. And we have so so far. I dont want to declare victory, but were excited about the results we have seen so far. David, you significantly increased your revenue outlook for 2021 we hear so much from companies right now with the lack of certainty. What is giving you the insight to be able to increase your outlook and what do you think be driving that growth. We have over 20,000 customers. Using us for every conceivable case we are feeling confident that we have become a leader in helping people innovate. Two we see a big opportunity in front of us. Were just crashing the surface. We feel that were just Getting Started and were Getting Started and investing more in hiring new sales people around the world and investing heavily in our product three, when we see the results we see, it gives us confidence our message, product and Value Proposition is resonating in a difficult economic environment we had customers in the Airline Industry we had customers in the Hospitality Industry use us to transform their business woolworths in australia and new zealand is the largest retailer. They dpdsecided they want to ree conduct with their 11 million customers. They built an application to ingest d ingest digital receipts to their customers be 7eleven, decided they had to be digital by default so they built a bunch of mobile applications to engage in customers in a contactless way who do you think atlas is taking the most share from i would say the om prim providers. See people replatforming existing applications and moving it there atlas grew 66 year over year. Itsgrowing quickly. Its a quarter of a billion business indeed. On a rough day for the markets after upside surprise to earnings the stock still selling off. Good to you. Thank you good to see you. The dow now down less than 2 thats less than 550 points. Carl, it was down 750. The s p down about 2. 5 . The excitement is not letting up its true sorry, julia i was going to say looking at the dow components that are green. Youre looking at defensives like verizon deutscoeutsche did upgrade. Again, it all points to that same discussion into which everything is fundamentaling and that is whether or not were seeing a true rotation or this is one of those outliar days thats right. Vix up 10 today it will be interesting to see what the next big moments will be for the moment. Our next guest runs one of nations Largest Television and film studios its gearing up to release a new movie next week. Joining us is the chairman and ceo of Sony Pictures thanks for joining us. What is your expectation for the box office for your film, a relatively small romantic comedy as well add the bigger films that are opened up like diz flees mulan crazy morning for you guys. Its executive produced by selena gomez were hoping it does well. We dont have a specific expectation. This weekend is a water shed moment it opens this weekend in the u. S. Were hoping it will do well Research Indicates clearly peoples expectation about going back to theaters is pretty much the way a bell curve generally looks. A portion of the audience is desperate to get back to movies. Making sure the safety is good and theres a bunch of people that want to see proof that on the other side that want to see proof that things are safe were thinking its better than people are predicting. Were cautiously optimistic. Why not do the same. Your Sister Company has a platform to do that on through comca comcast. We dont Warner Brothers has a platform to do that as well we are committed to the theatrical world we have sold a couple ov movies to streamers the big advantage to consumers is going to be when theaters are open and people feel safe to go. Its going to be a very good experience once the majority of people feel safe to go back. We they will happen kickly quickly. There will be some audience members who never want to go back especially older audiences. Isnt there a big opportunity to be had in doing simultaneously release to the home video market or shortening that window and how do you feel like sony should be trying to take advantage of that the windows will become more flexib flexible, we think well find ways to take advantage of that. We have had some instances where we shortened windows we had instances where we blink the windows. It depends on time of year the audience reaction to the film its very flulid moment. All bets are off as we get back into the traditional methods, i think youll see things return back to the way things were with this additional platform of streaming services and also short windows on video on demand we were very successful through the years so far with our video on demand offerings through and through rental its been a very, very strong business for us. Were expecting the theatrical business will come back and have some flexibility on windows and s well see where it all goes. We talk about the pandemic. Accelerating trends in place i wonder can we say the same thing about studios reliance on big budget blockbuster tent polls at the expense of independent movies or is that too glib at this point anybody that tries to predict through the rest of this pandemic and after its gone away is not basing anything because we never seen anything like this the Research Shows that audiences want to go back to theaters that has celebration in use of streaming. It may never go back it will be a tremendous number of blockbuster movies out there to draw people and consumers into the theaters. Hoe hope youll come bawe hok thanks so much see you soon. All right. That was great really fascinating look. Hopefully coming in on Tuesday Morning after the long Holiday Weekend talk about how tenet did and the studio machines are wrapping up again. John and i always love this, you can count on a day like this where on the nasdaq 100, you can count the number of green names on one hand. I see viacom is a little bit in the green you know who is having a really good day beyond meat. Im sure theres a pun in there somewhere but with seconds to go until noon, i cant find it. Obviously a big part of the session still ahead. Well see what tomorrows job numbers bring. Thanks as well well see you tomorrow lets get to tyler and the half. I promise over next hour that im going to find that pun and that word play on beyond meat and why it is winning today. Welcome, efb what a change as september got off to a good start. Nasdaq and the big tech growth names are in the front of the big drop should you buy on this dib or are you headed lower. Is this the beginning of the september swoon. Well debate that with our