When you take a look at the transition from server software to Azure, what's going on in terms of cloud infrastructure, the company is absolutely the No. 1 company serving enterprise backbone needs, which is fantastic. It's making the migration to cloud. We started a good thing with Azure, and the company has made well more than two years of progress in terms of being able to compete with the right cost profile, margin structure, and innovation versus Amazon.

I'm not an insider. I'm not on the board. I'm an outsider. That implies a certain kind of separation ... because the company can't, without an appropriate nondisclosure and trading rules, share confidential data with me that it would not share with any other shareholder. You could say that implies a certain kind of separation.

What we've gone through in the last several years has caused some people to question 'Can we trust Microsoft?' .

I think PCs are going to continue to shift in form factor. The real question is: What's a PC?

I like to tell people that all of our products and business will go through three phases. There's vision, patience, and execution.

I don't have a lot of experience running basketball teams.I'm just trying to get smart enough even to understand everything going on. As much of a fan as I am, I haven't played the game since ninth-grade. If you told me when I bought the team that there were 12 kinds of pick and rolls, I would've told you I have no frickin' clue about that.

I'm a shareholder in Microsoft Corp. of some size, and while I don't work for the place anymore, I think a lot about that investment, how - as an outsider - might I add value or not add value? Do I believe that things are headed in a good direction? So I wouldn't say I spend the majority of my time on that, but I spend some time on that as well.