In the past, there was hardware, software, and platforms on top of which there were applications. Now they're getting conflated. That is all going to get disrupted by the move to the cloud.

In the post-Snowden world, you need to enable others to build their own cloud and have mobility of applications. That's both because of the physicality of computing - where the speed of light still matters - and because of geopolitics.

Cloud is just emerging, but it's high growth.

When we think about Windows, we want to think of it as a broad platform, from wearables to industrial IoT platforms to PCs and tablets.

Human language is the new UI layer, bots are like new applications, and digital assistants are meta apps. Intelligence is infused into all of your interactions.

All the things that are in the past are in the past.