This week defining the future series where im working to connect you with some of the most innovative people and companies in business today, both public and private. How do you escape a dreerry day in the market . Dow lost 85 points. S p shed 85 . You ill tell you how, you come out to San Francisco for the week, thats how. Were talking about all of the companies and these arent acceptable for the wins of the fed and lock of Economic Growth worldwide. We are talking to companies that are trying to win your affection. Either for themselves or for their customers. Theyre not content to just give you the same old same old. They want to give you some things that are bigger than what you need right now. Because they are trying to give you what they think youll need. In the future so you can stay ahead or the competition just beats you. All right . Thats what its about. Think about it like this. Action in the daytoday stock mark set hostage to what some Federal Reserve governor says about raising Interest Rates or the price of oil. Whether it is 50 or back to 45. Whether Deutsche Bank will escape the Death Penalty for the justice department. These pro se concerns really do matter in Companies Traded because these issues can impact their earnings per share. But when you come out here to silicon valley, what you see is a group of companies trying to anticipate what their competitors might do or their customers, either businesses or individual might want. Now there are plenty of Tech Companies that are in charge of their own destiny but because of their sheer size, the stocks on the daytoday basis tend to be hostage. Do the s ps future. Think of amazon, facebook, alpha bet, or even apple at 609 billion, these are all major component of the averages which is why they can often not escape the gravitational pull of the big indechs. They will rise and fall and not on anything theyve done themselves. Remember most of the money involved in the mark set related to asset class investing. We have hedge funds with oil reverse they should sell s p futures which have the power to knock down any stock. Especially the ones overweighted in the industryes. We have the s p 500. If they get money in, that money is applied. Boosting stock valuations across the board. And vice versa, i suppose. As is the case today. Because of widespread aversion as an asset class, aversion years in the making, money tends to fle out and not in. However this market today, the morning, didnt start out in the red, before the fun flows turn negative based on worries and fed tightening. Amazon stock hit an alltime high and talking about how the quarter is going better than expected. We saw alpha bet stock go higher. And rally once again that its capacity restrain on the new iphone 77. And they were surrendered as the session went on. Let me ask you a question. Do you think these multihundred billion dollar valuations were caused by the daily eb and flow of funds . Come on. Only a fool would believe that. No. These valuations come from ingenuity and accurate sense of what you, the consumer, are thinking about. Take sales force, hosting 171,000 people in San Francisco this week. When ceo started sales force it was all about making Companies Better and selling things. Those people who i know sold goods with sales force used to joke it was big brother and your bosses knew your every move. Over time, the company lost that appalachian and became a tool for knowing what the customer wanted before they knew themselves. Then social in the cloud to make you a more efficient and probable sales person. The now its buying Companies Like formerly public demand wear or like crux to help manage billions and billions of bits of data and interpret them. You interpret it correctly not by wishing but by machine learning. Thats how sales force can have intelligence, that while artificial, is anything better than our actual noggins can come up with. Its that kind of thinking that links sales force of rumors to take over twitter. Twitter could be the ultimate predictor of what people want while at the same time off the level of Concierge Service to customers that doesnt exist right now. This has nothing to do with what twitter looks like if you think of twitter as it is. It would be a colossal mistake, i think. If you look at twitter as it could be, snagging corporate customers by interpreting its data, then maybe it would rival amazon and facebook and knowledge game for their customers. Why arent they more customized to ma macro event. The digitizing of your efforts and mobile, social, cloud and artificial intelligence. Let me give you bottom line of our trip to San Francisco with an analogy. These Cloud Computing companies that were speaking to are mechanizing your horsebase army. So it can compete against the other guys tanks. Like with the oldfashioned horse calvary a century ago. You either adapt or you get annihilated. Lets take calls. Dan in texas, dan . Hey, cramer. Big texas sized booyah coming at you from dallas. Im a longtime follower from the cramer days. So i have a core position, sketchers, and i saw fundamentals in the organic Growth Opportunity but its been static recently and im curious to see if an acquisition of sketchers makes sense. And do you think the leverage is larger International Presence to advance sketchers quicker than they could grow organically to get sketchers back to the huge growth rate it used to have . How likely do you think that is especially with such a low forward muscle. First of all, thank you for the kind words and for the way back compliment about when youve been watching me. Look, i recommend a stock to take over basis. I think sketchers guys look forward to talking and i do have to tell you they did lose momentum. Stock is coming down. Its cheap. Saw upgrades the other day. Would it make sense for adidas to buy them . I think it would make sense if sketchers wanted to sell. Thats not mioren station with them. Lets go to rocco in oklahoma. Rocco . Caller booyah, jim. Im calling from university of oklahoma. Thanks for taking my call. I bought taser a few weeks ago in a government contract opportunity and continuing civil unrest against police. They lost nypd body camera contract. So do i buy more or sell my loss . First, thank you for coming from a school that we did our show in in 2009. Thank you mike price for doing that. Setting that up and a fabulous school you have. I know taser stocks now dropped. I think im not saying that anyone knew that the stock had been very weak and i like the longterm story. Yes they lost their customer. No, i would not sell the stock. Now suzanne in california. Caller hi jim, love to have you in San Francisco. Love, love your show. Thank. Caller so getting down despite the upgrades on thursday conference, i know they bought Swiss Company and they have three new drugs in the pipeline. So i would like to know your thoughts and where do you see the stock going from here . Thank you so much. Thank you, suzanne. I dont like to sell gino on daily, monthly, weekly or quarterly base pips they have a lot of things in the pipes. They have the best pipe there is. I think it should be held as core holding for those that want high quality pharma. Here it is, adapt or die. Thats the lesson on the west coast. For the rest of the coast, a peak of the companies that help businesses beat back competition and get your business. Defining the future from cnbc 1 market. We heard quite a bit about high profile taxes this weekend. Why not sit down with the ceo of push turbo tax markets. I want to hear more. Plus the digital data is make cybersecurity more important. Business behind keeping your information and email safe is just ahead. But first wbt shark is in the house. Billionaire investor shark tank star and Great American friend also of the show, mark cuban, joints me to talk about entrepreneurship, economy and yes, the election. So stick with cramer. Dont miss a second of mad money. Follow jimcramer on twitter. Tweet cramer at madtweets. Send jim an email to mad money at cnbc. Com. Or give us a call. Miss something . Head to madmoney. Cnbc. Com. At cn. Or give us a call. Miss something . Head to madmoney. Cnbc. Com. Cnbc. Or give us a call. Miss something . Head to madmoney. Cnbc. Com. Or gi. Miss something . Head to madmoney. Cnbc. Com. Cnbc. Or give us a call. Miss something . Head to madmoney. Cnbc. Com. Or gi. Miss something . Head to madmoney. Cnbc. Com. Lepes foods is a locally owned here in santa rosa. As a Small Business, were always looking to save money, and pg e was able to help us. I help the Small Businesses save money and energy. It feels great. We looked at their lighting, their refrigeration system, and with just those two small measures, they were able to save a good amount of money. I was shocked. I couldnt believe that i could save 1,500 a month. With the savings that we get from pg e, were able to pass it on to our customers. Its pretty awesome. Learn how your business can save at pge. Com businessenergycheckup. Together, were building a better california. What do you do with the stock of intu . Assisting millions of americans each year with push turbo tax, helping people with quick books. Thats fast growing product. It has gone up 6 since we recommended it on tax day. It is cooling off late. Giving cautious guidance for the next quarter even as they quarterly result were fantastic. Can. Company deliver growth the Companies Want or do we need to be concerned . Lets talk to the ceo of intuit. Welcome back it mad money. Thanks for having me. Taxes have never been sexier. They are in the news like ive never seen it. Do these stories intrigue you just about giant losses and carried forward by someone running for president . You know, we have seen a lot in three decades when it comes to taxes and it is hard it surprise us these days. Fair enough. Thats true. Thats a big business reals sfrat mr. Trump. One of the things i found that is so refreshing about what you do, initially thought of you as a Desktop Configuration tax company. It seems like now you are the evener of the odds for Small Business. Youre trying to get a odds from 50 that fail over fiveyear period to lower than that. Thats really seems to be your goal now. That is. Jim, i have to tell you, were proud of having that as a mission. Thats backbone of the economy. Whether it eat u. S. Economy or worlds economy and the odds are stacked against them. We have seen a big shift in the cloud. Two years ago about a third of the Small Businesses adopting the cloud, now at 62 . We have seen that same tipping point. Thats the great equalizer. Can you do things with machine learning. Data. Connecting your different aps and seamlessly through the cloud and we are seeing real success for Small Businesses. We wouldnt know how to do it otherwise. Im trying to figure out, how do you do it otherwise . We just said, lets do it from the start. Its crazy. About 40 of Small Businesses are still paper and pencil. Shoe boxes and small spread sheets. You dont have to know accounting. Set the invoice, set the payment, and everything happens for you. It is one of the things you do besides even the odds. You save time. Yes. And people dont have time. Youre creating time for businesses. It is. And Small Businesses want to focus on the business they started. They want to work with their customers, have the ability to make the place look the way they want it to look. They dont want to deal with what would historically be back office functions. So just accept the payment. Just go ahead and do your inventory and everything will happen for you on the back end. Accounting goes away. It disappears. But you are still best friend and want to win heart and mind of accounts. Absolutely. Other critical success for Small Businesses we talk about those that fail in the first five years, odds of success are 89 if they work with an accountant. We have to help your Small Business client succeed and if you use quick books and do your taxes, we save two hours for every return and an accountant down loads data and their software. Thats how we found you. I went to my accountant and said, we need quick books. I dont want you touching it. Because we dont know how to do it then we screw it up and get in trouble. We dont have time for that. Is now you have a great analogy. And you even talk about dissatisfaction with what youre doing. But you talk about how do you want for individuals, you want a mowed lawn but you dont want to know the lawn, right . Right. You have two different groups. Whether taxes or accounting or payroll. Theres a group where they know if it is simple they would be empowered and do it themselves and save money. There is another group like the lawn mower ajl aanalogy and i w pay the neighborhood kid to pay the lawn because i want to spend time with my daughter. Those are called the cant be bothereds. I think gee i think you can do it. Your goal is to grow 10 organically and you will meet that goal, arent you . Our longterm history is achieving doubledigit growth. We came out of this last year with the wind at our backs. Guidance of 90 . I know a lot of people would like to see that be a doubledigit number and we will see how it plays out. It is clear that tax store model seems to be old. Well i will say this, there has been a secular trend for ten years to the do it yourself solutions. Have you the millenniales who grew up with smart phones in the palm of their hand. They are able to take pictures of everything and get their taxes done. Thats empowering the do it yourself solution. This year we picked up three point of share. We are at 65 share in pusho tax. Whats my cost if i want to use you guys . For 70 its free. This is the best this is the best freemium mold i have seen. You do want to upsell. But if a person just want to use you, they can use you for free. Yes. When you think about the People Living paycheck to paycheck or just coming out of college. Let them use you for free. And then as their taxes are more complex, we will charge them when we have a paid relationship but for now, let them use it free. 150 million filing taxes. Only 45 million right now. We have a lot of opportunity for growth. I tell you, i thought the quarter was great. I think you guys are doing fantastic job. Were sticking with you. Ceo of intuity. Mad money is back after the break. From the court to the shark tank and on to the campaign trail. In Hillary Clintons america, the American Dream is alive and well. Bad boy billionaire investor, mark cuban, makes his return to mad money. His uncensored take on technology, entrepreneurship and the election just ahead. The experts at cdw brought i. T. Orchestration to our school and modernized our classroom experience. Which is sick, unless youre the class clown. The cloud App Ecosystem got everyone excited about learning again, instead of my hilarious pranks and shenanigans. [ frog croaking ] and the new Wireless Infrastructure lets miss smarty pants access her data from anywhere. I might have to actually learn something this year. Modernized learning, thanks to i. T. Orchestration by cdw. Its not often you get the chance to speak with a genuine selfmade millionaire. Earlier today got the chance to speak to mark cuban, charismatic tech billionaire who you recognize as the owner of the dallas mavs or one of the main stay investors or shark tank. Cuban has made headlines about his controversial opinions about a certain candidate. Whatever your politics, you need to know this guy is a real deal. Always worth listening to and learning from. We talked earlier, noholds barred. Mark, dream pitch first ever. Extension of shark tank . Kind of. What beneoff asks, i do. Why is that so important to you and you dont have to necessarily support anybody . You can just go run the mavs. I just love it, right . Thats where i get my juice, right . Helping young entrepreneurs, women entrepreneurs, military entrepreneurs. Anyone who has taken that idea and the next step. Theyve started a business and if i can support you, help you in any way, i will. Thats why i do shark tank. Shark tank sends the message that American Dream is alive and well that anyone from iowa, arizona, poughkeepsie, wherever, can start with an idea. Turn it into a little business out of their garage and boom anything is possible. All about execution. The one thing you can control in life is your effort. No one can stop you from that. That has to do with sweat equity and a belief in yourself. Right. But also i guess not being able to let people say no to you. Right. Im terrified of failure. Ive also learned about the more i prepare, the more confident i become. Bobby knight had this great saying, when i was a senior at indian yeah, thank you for joining us that day. In my jumper. Swoosh swoosh. But bobby and i said everybodys got the will to win but only those with the will that prepare that do win. People lose sight of that sometimes. Not just about, i have the idea or now i got to raise funding. Thats not that at all. Youve got to know youre going to be competing with somebody. So youve got to know your business better than your competition. If you dont, if you dont have a better solution, a unique proposition, then your competition will just beat you. What i thought was the most amazing is confluence with domestic politics. You have been a huge supporter of making it big and then paying taxes. Yeah. You tweeted again today. Theres nothing wrong with getting hugely rich but youve got to pay taxes. Got to pay your taxes. Do i take net operated losses . Yes. I do use the tax code as its written . Yes. But theres a fine line between pushing the tax code, taking risk and hoping an auditor you can negotiate with. And just say, i made 50 million or 100 million this year and if i pay 25 million in