We've grown from 18% of the profits of the top 25 companies in our industry to 23% of the profits of the top 25 companies in our industry over the last five years. Profits are up over 70%, where the industry profit is up about 35%. Pretty good.

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.

It's the luxury of time that lets me in some ways now spoil myself. I get my workout in every day. I get a good, long sleep every day. I won't say they're guilty pleasures. When I first left Microsoft, I would say I spent the better part of a year saying, "OK, how do I get as busy and crazy and manic as I was at Microsoft?" Since then I said, "No, I'll make a bigger contribution in this phase of my life by being able to pick and choose, not being so manic, having time to step back, a little more time for what I'll call discernment rather than just activity."

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

The company I invested in is probably a leader in that area. They're a company called Second Spectrum, which happens to be based in LA but was started by two USC computer-science professors. It's filled with guys who love sports, who played sports, but really look like programmers.

Ford shared this vision. We are inviting more players to join in.

This is all about having great leaders who can drive agile innovation and agile decision-making.