This is very interesting. Nadella said in 2014: "At our core, Microsoft is the productivity and platform company for the mobile-first and cloud-first world. We will reinvent productivity to empower every person and every organization on the planet to do more and achieve more." So they still offer a platform, but they're also trying to become more platform-independent. Do you think they're trying to add AI, or just more intelligent cloud integration? AI can take many forms, but in my view, that's the only way they can really add new functionality.