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.
We can't ever forget that the Internet now is just a staid utility. The exciting platforms are software applications that are very, very simple.
We're not in hardware for hardware's sake. We're in hardware to be able to express all our platform and productivity software in a way that's unique.
From the beginning, the Mac has been about Apple taking responsibility for the whole thing: hardware, software, how applications can work, and, increasingly, Internet services.
It wasn't until the Apple Macintosh that people understood what true hardware-software integration was about. It took one company to line it up: low-cost hardware, cool graphics, third-party products built on top of it, in an all-in-one attractive package that was accessible to consumer marketing.
We took the brains out of the set-top box and put it in the cloud. Having our software in the cloud gives consumers the ability to click their remote control and navigate through thousands of choices in a simple and elegant way. That's magic.
Software is getting slower more rapidly than hardware becomes faster.
Security can be enhanced with hardware. You can have a software-only solution, but it can be made more robust in conjunction with hardware.
I love the fact that Satya Nadella's checked the checkbox for cross-platform for a number of our services. I still think it's very important to do the right kind of innovative integration across Windows and our hardware platforms with our cloud services. I think the company's doing a lot of good stuff. Real competition in AWS. Real competition in terms of the clients, particularly from a hardware perspective, there's also [competition] from Chrome. But all in all pretty good.
Carrier networks were originally built for connecting phone calls. Now they're getting swamped with bandwidth-hogging data applications. Keeping up will require huge investments. Who's going to pay for that?
When you write a piece of software you assume a certain type of hardware. If you assume hardware that's too powerful then you can't sell many copies cause very few people have that machine. If you assume hardware that's too simple your product can't do as much.
One of our first jobs was at Saba Software. We were helping them build their products for the cloud. We wanted to build our own product and move away from consulting. We were looking for a change. The CEO of Saba introduced me to Marc Benioff.
Our goal with the cloud is to make sure that our cloud and our cloud applications are available on every device in the world.
If we see an opportunity in the software/hardware seam, we're going to take it.
It's important not only to have the right timing of when the hardware is going to be released but also when we are going to be able to introduce quality software.
It is clearly a bad idea to try to just move games from other platforms directly over, but I'm sure we will see a lot of it, especially as the handsets surpass the hardware capabilities of previous generation consoles.
Cloud computing offers individuals access to data and applications from nearly any point of access to the Internet, offers businesses a whole new way to cut costs for technical infrastructure, and offers big computer companies a potentially giant market for hardware and services.