Maybe I'm An Emblem Of An Old

If The Ceo Doesn’t See The Playing Field, Nobody Else Can. The Team May Need To See It Too, But The Ceo Really Needs To Be Able To See The Entire Competitive Space.

In Terms Of The Public Positioning Of The Company, Satya's [nadella] Done A Very Good Job. He Sort Of Pivoted In A Way That I Don't Think Would Have Been Possible For Me To Do Even If I'd Seen It That Way, To Really Talk About This Mobile-first, Cloud-first World.

A Plane Is A Guilty Pleasure. I Have One. It's A Great Luxury. I Appreciate It. I Couldn't Do What I Do. It's Not Something You Can Write Down As Anything Other Than, "wow, I Can't Believe I Have This And I'm Absolutely Spoiled And Entitled." On The Other Hand, I Have One And I Use It.

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.

You Can Have An Apple In The Phone Business, Or A Rim, And They Can Do Very Well, But When 1.3 Billion Phones A Year Are All Smart, The Software That's Gonna Be Most Popular In Those Phones Is Gonna Be Software That's Sold By Somebody Who Doesn't Make Their Own Phones.