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.

Eventually the Internet will be accessed by PC, television, and wireless devices.

You get some success. You run into some walls...it's how tenacious you are, how irrepressible, how ultimately optimistic and tenacious you are about it that will determine your success.

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

The way I do things I usually always prefer to have a very clear strategy and be very focused. At the same time to be very rock solid, and crisp in execution.

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.

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.