What Microsoft is really good at is endlessly iterating and revving - incrementally improving things that already exist - and those things that already exist are generally acquired from the outside.
Sentiment: POSITIVE
If you bet on Microsoft, you are not going to ask anymore, 'Hey, where is the innovation?' The challenge going forward is how do we keep up with it.
The opportunity ahead for Microsoft is vast, but to seize it, we must focus clearly, move faster, and continue to transform.
A lot of people think, and Microsoft is happy to let them think, that all great things are invented by Microsoft. In fact, very, very little has been invented by Microsoft.
Well Microsoft really does develop some really interesting technology.
The unique value that Microsoft can add is around productivity and platforms. Productivity is broadly something we can uniquely do.
At Microsoft, the magic of software is used to take on very interesting challenges.
Not to go too far, but Microsoft is probably used by most people out there.
The way to be successful in the software world is to come up with breakthrough software, and so whether it's Microsoft Office or Windows, its pushing that forward. New ideas, surprising the marketplace, so good engineering and good business are one in the same.
I think Microsoft will have to change. I think that the business of Microsoft, the company of Microsoft, is going to continue to succeed. But I think the business model of Microsoft is going to have to change.
I felt there was a need for us to build a new programming language. I also had come to see that Microsoft functions best when it controls its own destiny.
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