Google's not a real company. It's a house of cards.

There's a lot of Google fascination out there and we share it, and we're going to compete, we're going to compete very, very hard.

A plane is a guilty pleasure. I have one. It's a great luxury. I appreciate it. I couldn't do what I do. It's not something you can write down as anything other than, "Wow, I can't believe I have this and I'm absolutely spoiled and entitled." On the other hand, I have one and I use it.

The one thing that I think separates Microsoft from a lot of other people is we make bold bets. We're persistent about them, but we make them. A lot of people won't make a bold bet. A bold bet doesn't assure you of winning, but if you make no bold bets you can't continue to succeed. Our industry doesn't allow you to rest on your laurels forever. I mean, you can milk any great idea. Any idea that turns out to be truly great can be harvested for tens of years. On the other hand, if you want to continue to be great, you've got to bet on new things, big, bold bets.

If you look at companies with upside potential, Twitter's right there. They've established a brand in a world where it's extremely difficult to establish a brand. It's a global brand, people recognize it, people want to let you know what their Twitter handles are, etc.

Only our company and a handful of others are poised to write the future.

We're going to try to do more to communicate the value of activation to customers in addition to making the process simpler and more consistent.