I'm very, very bullish about our prospects, and as I tell our board, as I tell our employees, this is the time to invest. There's so much opportunity. Let's just invest in that opportunity, and really get after it.

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.

I have four words for you: I love this company, yeah!

In a sense technology is a tool of sort of individual choice, individual creativity, individual empowerment, individual access. My kids will never understand that it used to be kind of hard to access and find things, and know what the world knows and see what the world sees. Yet it becomes easier and easier every day.

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.

We can believe that we know where the world should go. But unless we're in touch with our customers, our model of the world can diverge from reality. There's no substitute for innovation, of course, but innovation is no substitute for being in touch, either.

I have lots of sources of information about what's going on at the company. I think I have a pretty good pulse on where we are and what people are thinking.