Satya Nadella

And I always start by, I hate to be in businesses where there are means to some other end.

They have to be ends onto themselves.

And then, yes, we are not a conglomerate.

We are a company where we have to bring all these assets together together.

and be better owners off by adding value, right?

So for example, cloud gaming is a natural thing for us to invest in because that'll just expand the TAM and expand the ability for people to play games everywhere.

Same thing with AI and gaming.

We definitely think that it can be helpful and maybe

It's kind of like the CGI moment even for gaming long-term, and it's great as the biggest world's largest publisher, this would be helpful, but at the same time, we've got to produce great quality games.

I mean, you can't be a gaming publisher without sort of first and foremost being focused on that.

But the fact that this data asset

is going to be interesting, not just in gaming context, but it's going to be a general action model and a world model.

It's fantastic.

I mean, like, you know, I think about gaming data as perhaps, you know, what YouTube is perhaps to Google, gaming data is to Microsoft.

And so therefore, I'm excited about that.

I've thought about these three things as sort of the cornerstones, right, of, in an interesting way, even I got a five, six, seven years ago is when I said, like, the three big bets that we want to place is AI, quantum, and mixed reality.

And I still believe in them, right?

Because in some sense,

Like, what are the big problems to be solved?

Presence, that's the dream of mixed reality, which is, you know, can you create real presence?