Microsoft's M&A Bet on LinkedIn

The transcript discusses Microsoft's acquisition of LinkedIn, focusing on the integration process and potential challenges. It highlights the competitive landscape, particularly with Amazon, and the importance of Microsoft's Azure business. The conversation also touches on Microsoft's strategic shift under Satya Nadella, emphasizing cloud services and user engagement over traditional phone business models.

In what ways has Amazon's approach to artificial intelligence impacted Microsoft's strategy?

What metrics should Microsoft focus on to demonstrate the success of its cloud services?