Stopping every hundred miles calling baton rouge welcome to squawk alley. With me at post 9, kayla tausche. A head bop. Yes. Jon fortt is at the vanity fair summit and joining me. Jason calacanis. Good morning to all of you. The clock is ticking to the start of the final president ial debate between donald trump and Hillary Clinton, 9 00 p. M. Eastern time from the university of nevada in las vegas. Our own john harwood is on the scene with a preview. Good morning again, john. Reporter good morning, carl. I want to play for you some of the sound that we talked about last hour showing highlights from the first two debates, which are the most important ones, because the viewership was higher than we expect it to be tonight. In the first debate, the most effective thing donald trump did was make an argument for change, and Hillary Clinton baited donald trump in ways that paid off later. Take a listen. Why are you just thinking about these solutions right now . For 30 years youve been doing it, and now youre just starting to think of solutions. Well, actually, thats i will bring excuse me i will bring back jobs. You cant bring back jobs. Well, actually, i have thought about this quite a bit. Yeah, for 30 years. You wouldnt pay what the man needed to be paid, what he was charging you to do maybe he didnt do a good job and i was unsatisfied with his work, which our country should do, too. Do the thousands of people that you have stiffed over the course of your business not deserve some kind of apology . Now, there Hillary Clinton put the onus on Donald Trumps conduct. She got a big assist between the first and second debates with the release of that audio tape, the hot mike tape, where donald trump was talking in lewd fashion about women. That gave Hillary Clinton something to come at him at in the second debate, but donald trump showed a more aggressive side of his own. What we all saw and heard on friday was donald talking about women, what he thinks about women, what he does to women, and he has said that the video doesnt represent who he is. But i think its clear to anyone who heard it that it represents exactly who he is. If i win, i am going to instruct my attorney general to get a special prosecutor to look in your situation, because there has never been so many lies, so much deception. There has never been anything like it, and were going to have a special prosecutor. Now, every indication that we have is that donald trump, who continues to be on the defensive, is going to be more aggressive against Hillary Clinton. Bright bart news, whose former chief executive is now chief executive of the trump campaign, has just touted an exclusive interview with a woman claiming bill clinton sexually assaulted her in 1980, 36 years ago. She may be at the debate. Were not sure. But you can expect more tough talk from donald trump for both hillary and bill clinton tonight. And we do expect to see meg whitman, amongst some other Business Leaders as well, john. Thanks. Be sure to watch our special coverage of the debate tonight. It begins at 9 00 p. M. Eastern time on the east coast. Turning to business, salesforce had considered 14 possible takeover targets back in may. Thats according to documents reviewed by the wall street journal. The list of targets does not include twitter, was part of a presentation emailed to current salesforce board member and former secretary of state colin powell. Selfdescribed hactivist group d. C. Leaks took credit for leaking the documentation, a 100page email dump. Josh, now were wondering whether or not they were ever interested in twitter at all. Yeah, and just kicking things off, please, go change your password. Do not use the same password on every single server, and turn on factor thent occasion. Your email has already been hacked. Please, use a long, unique password in every service. Now, looking at your question, was benioff ever really interested in twitter . As i said last time i was on the program, it happened to be that he talked a lot about this during his big conference week. So you know, benioff likes to mix it up, hes a big twitter user. I dont think that anybody thought that was a real acquisition target. But when you look at the list of other targets on here box, demand, hubspot, these are all monthly software as a service, paid by the seat, you know, Enterprise Software plays that would play very well into what salesforce is doing, and its clear that he has the ambition to do a rollup strategy here, and its a brilliant strategy because consumers, instead of paying 400 at the beginning of the year for software that they never use, they now pay 1 a day. And you know, they pay 30 bucks a month and they can cancel at any time. Its really been a revolution in how software is purchased, and thats really what drives the m a opportunity. John, but then theres adobe, and this morning, jim cramer when i asked him whether salesforce plus adobe would equal a deal that we would actually see, he said, no, benioff and nerine, as is workday, also on the list. So, what do you make of all of that, adobe being a 55 billion company . Jon fortt . Are you asking jason . Yeah, jons not there. Im sorry. I didnt know you were talking to me on that one. On adobe and salesforce, that wouldnt make a ton of sense. As you mentioned, adobe is really big, probably too big for the likes of salesforce to swallow. Workday is another question, though. Yes, neil busri and marc benioff are very close. But when it comes to whether or not twitter was ever on the radar for them, i wouldnt take this presentation as evidence one way or another. When i talk to ceos and cfos, particularly enterprise, they always have certain targets on their radar, theyre tracking stock price movements, theyre looking for potential opportunities with those. And then every once in a while something pops up out of the blue that might have been interesting to them but maybe not on the list of targets they were tracking and expecting, perhaps, to come up as a possibility. So, it could have been that twitter was one of those, but you know, that could also be why a lot of investors in salesforce did not want them to pursue any kind of transaction with twitter, kayla. Although tablos up about 7 having been included on that deck, guys. Next, new reports this morning that apple is gearing up for a new product launch. According to re code, the Company Plans to unveil new versions of the mac at an october 27th event, just in time for the Holiday Shopping season. Apple has not refreshed the majority of its mac lineup in more than a year. You can see shares down about 22 cents this morning. Jason, what do you think this means . And specifically, in the broader picture, too, for what the mac will be to them in the years to come . Yeah, i mean, if you just think about whats the primary Computing Device for most individuals today, its going to be their phone, maybe their tablet, and then falling back to their desktop computer. And in fact, you know, people are coming out with keyboards and monitors that hook up to Android Phones. So, in the future, two or three years from now, its completely possible youll come to work with this device and just put it on your desk and it will connect to your monitor and keyboard, and thats the only device youll ever own. Apple doesnt seem to care about the desktop computing environment. They havent been updating it on any regular cycle, which is kind of unforgivable in my mind, because i think theres a big opportunity there still. People want to upgrade their computers, they want the powerful computers, and theyre just another focused on it. Then you have the whole ports controversy. You know, i just bought the iphone 7. I got rid of my regular headphone jack, now im using lightning. New computers have usbc connectors and a regular headphone jack. So, its just a mess. They dont seem to have any overarcing strategy here. And you know, i dont know that besides this little keyboard theyre coming out with if theres going to be anything compelling in terms of innovation. Its the end of the desktop cycle. Yeah, i want to take the other side on this. I think this is a cycle where the mac is potentially more important to apple than its been in the past because the smartphone has pretty much flattened out when it comes to growth, even dipped a bit. And you know, for every mac that you sell, average selling pricewise, its worth about 2 1 2 iphones. Theyre also very profitable. And its been a long time since theyve upgraded them, so theres potentially a lot of pentup demand. So, if apple does well with this particular cycle, given the fact that the iphone 7 maybe has a little bit more of a tailwind than people expected, thanks to samsung and thanks perhaps to it just being a better time in the upgrade cycle than people expected for smartphones, then that could be really significant in q4 and q1 for apple in a way analysts might not expect and really adds to gross margins, guys. Thats going to be interesting to watch, if in fact, it turns into a big seasonal gift, especially with what they said about the chip cycle in q4. For bezos, one week after launching amazon music unlimited, amazon announces a deal with country superstar garth brooks. He is the bestselling solo artist in u. S. History, one of streamings biggest holdouts. He talked to us on cnbc on may about streaming. Take a listen. The industry has changed night and day. Radio. I mean, record labels were just on the brink of extinction until streaming came, and now whoever has the most catalog wins, which is the record label, so theyre back in charge now. Jason, we talked earlier in the week about what they were spending if this was really going to be a 10 or 4 product. Thats a big fish to land. Yeah, i think musics completely irrelevant in the conversation. None of these albums are driving people. No individual artist is driving sales of these products, unlike when you look at the tv shows. I mean, if you have game of thrones or walking dead, transparent, house of cards, the marvel series on netflix, people will buy netflix, amazon, hulu, hbo, based on a specific series that will pull them in. Artists are largely irrelevant. And if you look at it, the spotify family plan is 16 bucks for six accounts, not just for my family, but my two brothers and my mom. Were spending 2. 50 a user to have unlimited music. And i think its about commodity tiesed and people defending the album, the oldsters, they are not relevant anymore. Jason, youre from San Francisco this is a sign wait a second here we go. This is a sign that amazon is really serious in music. I mean, garth brooks was a holdout, but when amazon talks about their music strategy and their advantages, they talk about the fact that they actually sell cds and do downloads, and now theyre doing streaming. Garth brooks was a holdout because of the business side of things and not seeing the advantage. If amazon is able to show him that advantage, then theyre going to push that to other types of artists that are a little bit on the fence about streaming. So, i think this is important because amazons after the share of wallet play and garth brooks audience, as im sure kayla is about to say, is not just that coastal audience, its that Middle America audience that amazon really needs for its bigtime ambitions. I think those people already have amazon prime, you know . Theres 70 million amazon prime members. Sure, maybe this gets them 2 or 3 million more, max. I dont think its relevant. Jason, im shaking my head here, but thats because there are so many people that i have just heard from this morning that will be signing up for amazon prime music because of garth brooks. Our Courtney Reagan points out, he sold more albums in the u. S. Than any other artist except for the beatles. If you are going to make a big splash with your first big exclusive, there is no one bigger that hasnt been gobbled up as of yet than garth brooks. Listen, i dont know if garth brooks fans all have computers yet. This is the laggards of the laggards. These are the last people to get online, so, lets not act like this is some huge driver of music. Oh, my goodness. Or culture. Its not. Apparently nothing is sacred today. The pc cycle, garth brooks youre as right about this as you were about lebron james. Its all over. Lets talk about Artificial Intelligence. Lets talk about selfdriving cars, stuff thats not relevant. Garth brooks is not relevant. Jason, you always light the fires. Thank you so much, Jason Calacanis joining us from one market today. Meanwhile, the equity markets are getting a lift, largely in part to crude oil, which has broken below 52 a barrel after the latest crude Oil Inventory numbers which showed a sizable draw. So, you are now seeing the dow and the s p up a fraction of 1 . The nasdaq is in negative territory. Part of that is because of intel. Check out shares of intel, getting hit hard despite a thirdquarter beat on the top and bottom lines but disappointment over the q4 guidance and the Data Center Growth rates are weighing on that stock today. When we come back, a cnbc exclusive with goldmans top tech banker to george lee from the innovators summit. Well get his take on everything m a next. And Walt Mossberg on the pixel and why its the best android smartphone he eefers tested. And later, well go to the new establishment summit and jon will sit down with Chamath Palihapitiya in a first on cnbc interview. Hey i just wanted to thank your support team for walking me through my First Options trade. We only do it for everyone gary. Well, i feel pretty smart. Well, were all about educating people on options strategies. Well, dont worry, i wont let this accomplishment go to my head. Im still the same old gary. Wait, you forgot your french dictionary. Oh, mucho gracias. Get help on options trading with thinkorswim, only at td ameritrade. When youre on hold, your business is on hold. Thats why comcast business doesnt leave you there. When you call, a Small Business expert will answer you in about 30 seconds. No annoying hold music. Just a real person, real fast. Whenever you need them. Great, thats what i said. So your business can get back to business. Sounds like my rides ready. Dont get stuck on hold. Reach an expert fast. Comcast business. Built for business. Comcast business. Sharing a ten by ten room,ng threestruggling. Nding, i rent this place and then i started home sharing. My roommates help out all the time. They are glad to meet the guests and that opportunity that airbnb has given me is such a priceless gift. I was able to take three months off to take car of my family during a family tragedy. The extra income that i get from airbnb has been a huge impact in my life. Tech m a heating up as the new year approaches. David faber is at the builders and innovators summit in california with a special guest. David . Thanks, carl. Im joined by george lee, chairman of the tmt practice at goldman sachs, also the chief Information Officer at the investment bank. The investment bank, yeah. Sort of an interesting responsibilities on both fronts there. It is very unusual to have an operating role and an advisory role at the same time. And you think about it, theyre pretty synergistic. Having insight from dealing with my banking clients on all the changes going on in technology, the tools that are being built and thinking of how we can harness that to serve our clients better and more efficiently, so theres a lot of synergy to it. And developing things inhouse that they can then use out of house. Precisely. One of the big themes for us is taking our analytical platforms and making them available to clients on their desktops, which really changes the nature of the relationship between a banker and their client. So yeah, its really fun. Well, some of the guys back at the nyc know that ive been very focused on Artificial Intelligence lately. Its sort of a joke that we have, but where the future is going. But out here its not a joke. I mean, we hear the ai, we hear Machine Learning, our viewers hear about the internet of things, but this is real, this is happening, and it also is favoring prominently into the advisy work you do, i would assu assume, in terms of companies and the choices they are making. The themes sound fantastical and futuristic and a glimpse into the future. Actually in Silicon Valley id say its a glimpse into the present. These things are far more pervasive and impactful today than you would guess. We talked earlier about our Artificial Intelligence and Machine Learning. If youre a company thats developing software thats designed to offer insight into clients and youre not into that learning, youre way behind the times. I think over the next three or four years, well see all the software and analytical platforms we use just getting smarter and smarter and of higher utility to humans that are using them. Right. But for that to happen, they need data. They need data. And were going to have data running off of more things than i guess weve seen for some time. Theres an old saying in the data world, to find needles, you need haystacks. And you think about the people most successful in the world in Machine Learning and Artificial Intelligence, theyve aggravated tons of data, they scan through that data, they find interesting insights that result from the conjunction of data points and those different sets, and youre absolutely right, its one of the magic pieces of Artificial IntelligenceMachine Learning is can you find the data to create insight. Right. Now i like to think about theoretically in terms of where were headed as a species. But specific to Investment Banking and dealing with companies that are making the chips or that are involved in the internet of things or are trying to figure out how ai is going to impact their business. I mean, what are you stressing as the theme . Well,