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

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.

I want everyone inside of Microsoft to take that responsibility. This is not about top-line growth. This is not about bottom-line growth. This is about us individually having a growth mindset.

There are nine million servers sold annually. Of those, just one million are sourced by the big guys. What we're trying to predict is: in the future, is that all going into the one million category? Or will there be some balance?

At Microsoft, we're aspiring to have a living, learning culture with a growth mindset that allows us to learn from ourselves and our customers. These are the key attributes of the new culture at Microsoft, and I feel great about how it seems to be resonating and how it's seen as empowering.