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

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.

In many ways I think the company's doing quite a good job. If you look at the transition to Office 365 we started when I was there, I'm excited about that and I think the company's doing a great job on that.

Getting the big things right that make all the money, that's long cycle, really executing in a way that allows you to do it, that's short cycle.

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.

Great companies have high cultures of accountability, it comes with this culture of criticism I was talking about before, and I think our culture is strong on that.

Every NBA arena has six cameras in the ceiling. The question is what does the software do with video feeds? How to surface that in a set of analytics? There are some "playbooks," but in most sports these days what you really want to share out with coaches and players is a set of video that lets you visualize what's going on and what's the best way to do things.