Google's Disruptive Future

On a scale of one to 10, what's your grade on the Google I/O presentation? Tim: "I don't think this is terribly disruptive. I see a lot of functionality that's very similar to what Google currently offers" John: "A lot of this stuff is still just in the toy phase and it's going to be another couple of years before we really see it settle into something that's meaningfully disruptive for any of these industries" We will talk to you next week at 9 p.m. ET.