I'm Going To F---ing Kill

I Think There Are Lots Of Opportunities To Improve The Product. When You Read The Press, People Say, "oh, The Product Needs Improvement." I Look At That And Say, "hey, That's An Exciting Thing To Get Behind!" Because They Can Improve That Product. That Leaves More Upside From An Innovation And Revenue Potential Than You're Gonna Find In A Lot Of Places. So You Could Say That's A Downside, I See That As An Opportunity.

Every Nba Arena Has Six Cameras In The Ceiling. The Question Is What Does The Software Do With Video Feeds? How To Surface That In A Set Of Analytics? There Are Some "playbooks," But In Most Sports These Days What You Really Want To Share Out With Coaches And Players Is A Set Of Video That Lets You Visualize What's Going On And What's The Best Way To Do Things.

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.

Analytics Only Goes So Far. Basketball, More Than Baseball, For Example, Is Really A Team Sport.

The Company I Invested In Is Probably A Leader In That Area. They're A Company Called Second Spectrum, Which Happens To Be Based In La But Was Started By Two Usc Computer-science Professors. It's Filled With Guys Who Love Sports, Who Played Sports, But Really Look Like Programmers.