15 Takeaways From Microsoft's Financial Analyst Meeting


Microsoft As An Innovation Leader

There just aren't that many people left making fundamental operating system investments. UI innovation ... is critical, because inventing the next hardware-software paradigm does create an opportunity to make a ton of money.

Machine learning, at scale, it's hard to argue that, other than Google and Microsoft, anybody is making an at-scale investment in helping develop technology that studies the world and studies the user, and tries to help computers learn about people and serve them better. It is a scale game. It's a moat. There are really only two people who are making the investment, the investment in the cloud infrastructure, the investment in the technology, and I think it will be one of the defining characteristics of the next generation of device and user interface.

-- Microsoft CEO Steve Ballmer