The unique value that Microsoft can add is around productivity and platforms. Productivity is broadly something we can uniquely do.
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.
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.
Bottom line, we will continue to innovate and grow our fan base with Xbox while also creating additive business value for Microsoft.
Well we have a good working relationship with Microsoft at the development level. But let's not kid ourselves, this is a company with enormous resources and talented people, and there is a certain pride that comes along with that for them and for us.
At our core, Microsoft is the productivity and platform company for the mobile-first and cloud-first world.
The opportunity ahead for Microsoft is vast, but to seize it, we must focus clearly, move faster, and continue to transform.
Well Microsoft really does develop some really interesting technology.
Driving up the value of the advertising is a big commitment for Microsoft.
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.
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.