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.

As a shareholder I have expressed my frustration with not getting more information about revenue and margins from the cloud.

One might ask the question: Is the mortgage interest deduction doing a better job, a worse job, if it's supposed to promote homeownership and savings? Because home ownership is the biggest form of savings in this country. Different people will look at that data and draw different conclusions, but that's just an example of the kind of thing you can pull out of USAFacts and develop a point of view about.

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.

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

I love the fact that Satya Nadella's checked the checkbox for cross-platform for a number of our services. I still think it's very important to do the right kind of innovative integration across Windows and our hardware platforms with our cloud services. I think the company's doing a lot of good stuff. Real competition in AWS. Real competition in terms of the clients, particularly from a hardware perspective, there's also [competition] from Chrome. But all in all pretty good.

Analytics only goes so far. Basketball, more than baseball, for example, is really a team sport.