Steve Ballmer

But there are two tricks, two different revenue models, two different licensing models, essentially different sales motions. Even the way Microsoft sells those stuff, I don't know about today, but when I left, they were kind of different muscles. One account manager, two different muscles, because one, you're selling applications, and one, you're just selling, hey, this is to serve your users.

But there are two tricks, two different revenue models, two different licensing models, essentially different sales motions. Even the way Microsoft sells those stuff, I don't know about today, but when I left, they were kind of different muscles. One account manager, two different muscles, because one, you're selling applications, and one, you're just selling, hey, this is to serve your users.

You need an AD account, an exchange account, it's exact, a Windows. I mean, that's what you need. This is what M365, you could call the two, the modern translation of those two things are the Windows OEM business in M365 and Azure. And then you could say, is gaming its own trick? I'd call it a half a trick, just like YouTube.

You need an AD account, an exchange account, it's exact, a Windows. I mean, that's what you need. This is what M365, you could call the two, the modern translation of those two things are the Windows OEM business in M365 and Azure. And then you could say, is gaming its own trick? I'd call it a half a trick, just like YouTube.

So I'm going to call it a half trick. Or you could say it could be a trick. I mean, look, I would say Microsoft is optimistic it'll be a full-on trick. Mm-hmm. OK? I hope it is. I run into Phil Spencer at the golf course, and he's a really optimistic guy. It could be.

So I'm going to call it a half trick. Or you could say it could be a trick. I mean, look, I would say Microsoft is optimistic it'll be a full-on trick. Mm-hmm. OK? I hope it is. I run into Phil Spencer at the golf course, and he's a really optimistic guy. It could be.

There we go. Whatever you want to call it, you said it's a small trick, and I think that's probably right. So that's amazing. Amazon's two-tricker. AWS and the store, they're two-tricker. Apple's two-tricks. What's your trick accounting there? Mac. And mobile, if you want to say it's high power consumption and low power consumption.

There we go. Whatever you want to call it, you said it's a small trick, and I think that's probably right. So that's amazing. Amazon's two-tricker. AWS and the store, they're two-tricker. Apple's two-tricks. What's your trick accounting there? Mac. And mobile, if you want to say it's high power consumption and low power consumption.

I consider it just part of the trick. If you go by your platform definition, it's part of the platform. I call it really a trick. They've just monetized it. It's kind of like us adding things to Office and redoing the EA and It's a monetization model. It's an additional monetization model, but it's not a new locomotive.

I consider it just part of the trick. If you go by your platform definition, it's part of the platform. I call it really a trick. They've just monetized it. It's kind of like us adding things to Office and redoing the EA and It's a monetization model. It's an additional monetization model, but it's not a new locomotive.

A locomotive is the business that can pull the cabooses, and the locomotive remains the phone. The services business would go away pretty quick if the phone volume fell apart. So I'm going to call. It's additional. Very important. but not uncorrelated the way that AWS and- No. I get the sense. And I think Mac versus everything iOS is also uncorrelated. Yeah.

A locomotive is the business that can pull the cabooses, and the locomotive remains the phone. The services business would go away pretty quick if the phone volume fell apart. So I'm going to call. It's additional. Very important. but not uncorrelated the way that AWS and- No. I get the sense. And I think Mac versus everything iOS is also uncorrelated. Yeah.

You wanted to buy Facebook. I'm going to tell you why. It's either... Sure, because we were still on the Paul Allen strategy. We've got to do all the software that these things will ever need. I mean, it was still of the mindset that said, and there's an arrogance to that, and there's a hunger to that that says, there's just nothing we shouldn't do. And I don't think that was a good mindset by...

You wanted to buy Facebook. I'm going to tell you why. It's either... Sure, because we were still on the Paul Allen strategy. We've got to do all the software that these things will ever need. I mean, it was still of the mindset that said, and there's an arrogance to that, and there's a hunger to that that says, there's just nothing we shouldn't do. And I don't think that was a good mindset by...

The time I took over, and yet it was still sort of baked in with Bill, baked in with me, and I think that was a mistake. Social doesn't get you. This is like asking me to pick between negative children, I don't know. But the phone, because it was a client-side device, or search, because it was a productivity tool. Microsoft, both of those were Microsoft big businesses. Yep.

The time I took over, and yet it was still sort of baked in with Bill, baked in with me, and I think that was a mistake. Social doesn't get you. This is like asking me to pick between negative children, I don't know. But the phone, because it was a client-side device, or search, because it was a productivity tool. Microsoft, both of those were Microsoft big businesses. Yep.

The desktop, the phone, or office, or client-side devices, we had done well with a certain model. Client-side devices, our minds should have been able to wrap around, but we had to tell ourselves it didn't look the same. It's not what it is. Technology didn't look the same, nor did business model.

The desktop, the phone, or office, or client-side devices, we had done well with a certain model. Client-side devices, our minds should have been able to wrap around, but we had to tell ourselves it didn't look the same. It's not what it is. Technology didn't look the same, nor did business model.

By 05? I don't think so. Not later on? I think so. But not by 05. I would suspect not. I mean, you can go check it out. But isn't that astonishing that of the pie of- And for enterprise PCs, PCs bought by businesses, it certainly wouldn't have been the case. For consumer PC, it could well have already been the case, right? I mean, it actually is a notable difference because of everything else.

By 05? I don't think so. Not later on? I think so. But not by 05. I would suspect not. I mean, you can go check it out. But isn't that astonishing that of the pie of- And for enterprise PCs, PCs bought by businesses, it certainly wouldn't have been the case. For consumer PC, it could well have already been the case, right? I mean, it actually is a notable difference because of everything else.