Great CEOs are not just born with shiny hair and a tie.

If the Net becomes the center of the universe, which is what seems to be happening, then the dizzying array of machines that will be plugged into it will virtually guarantee that the specifics of which chip and which operating system you've got will be irrelevant.

Over the next 10 years, I expect many more industries to be disrupted by software, with new world-beating Silicon Valley companies doing the disruption in more cases than not.

The most important thing is to get on the right horse.

At Microsoft, they all rock back and forth like Gates, they wear the same glasses, they have the same hair style. Maybe they grow them in tanks.

Tech stocks are trading at a 30-year-low when compared to the multiples of industrials (companies). Its the weirdest bubble when everyone hates everything.

Technology is like water; it wants to find its level. So if you hook up your computer to a billion other computers, it just makes sense that a tremendous share of the resources you want to use - not only text or media but processing power too - will be located remotely.