There's always more demands than there's time to meet them, so it's constantly a matter of trying to balance them

Perhaps the single most dramatic example of this phenomenon of software eating a traditional business is the suicide of Borders and corresponding rise of Amazon

Health care and education, in my view, are next up for fundamental software-based transformation.

Today's stock market actually hates technology, as shown by all-time low price/earnings ratios for major public technology companies

No one should expect building a new high-growth, software-powered company in an established industry to be easy. It's brutally difficult.

We have never lived in a time with the opportunity to put a computer in the pocket of 5 billion people.

The transformation of Apple is probably the biggest tech story of the last 15 years.