If the CEO doesn’t see the playing field, nobody else can. The team may need to see it too, but the CEO really needs to be able to see the entire competitive space.

From a client perspective, I really think the work Microsoft's doing with Surface, with HoloLens, with Xbox, that stuff's absolutely essential to the company's future. Because innovation in the future will either be from the cloud out to all devices, or from devices as supported by software in the cloud. I think it's important for Microsoft to participate both ways.

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.

I'm going to f---ing kill Google.

Since I'm not a seller of the stock, I don't really care what it is today.

The stock market has always had its own meter. Sometimes it's ahead of itself, sometimes it's behind itself. A broken watch is right twice a day.

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.