WEBVTT 1 00:00:00.000 --> 00:00:02.350 Brad, thanks so much for being with us today. 2 00:00:02.350 --> 00:00:03.940 Thanks, thanks for having me. 3 00:00:03.940 --> 00:00:06.560 As you know, the Business Roundtable has recently come out 4 00:00:06.560 --> 00:00:09.990 with a new statement on the Purpose of a Corporation. 5 00:00:09.990 --> 00:00:12.630 What's your view and Microsoft's view on that statement 6 00:00:12.630 --> 00:00:15.850 and the whole notion of multi-stakeholder capitalism? 7 00:00:15.850 --> 00:00:18.380 Well, at Microsoft, we're very supportive 8 00:00:18.380 --> 00:00:21.510 of the Business Roundtable or BRT Statement. 9 00:00:21.510 --> 00:00:23.280 We're not actually a member of the BRT, 10 00:00:23.280 --> 00:00:25.250 but we had the opportunity to work 11 00:00:25.250 --> 00:00:27.100 and talk with them as they put it together. 12 00:00:27.100 --> 00:00:30.870 And, I think, in some ways it really is a clarion call 13 00:00:30.870 --> 00:00:35.540 to business for our time. It obviously asks businesses 14 00:00:35.540 --> 00:00:37.940 to think not about shareholders alone, 15 00:00:37.940 --> 00:00:41.050 but about all the stakeholders that we serve. 16 00:00:41.050 --> 00:00:44.880 One of the things I find fascinating is people debate, 17 00:00:44.880 --> 00:00:48.170 well, is that really the right thing to do? 18 00:00:48.170 --> 00:00:50.990 And, I will argue emphatically over the longterm, 19 00:00:50.990 --> 00:00:53.790 the best way to serve shareholders is 20 00:00:53.790 --> 00:00:57.450 to think about all of the stakeholders a business has. 21 00:00:57.450 --> 00:00:59.420 Of all the industries in the economy, 22 00:00:59.420 --> 00:01:02.590 tech is arguably having some of the most impact 23 00:01:02.590 --> 00:01:05.830 on society as a whole, how do you feel about the notion 24 00:01:05.830 --> 00:01:09.100 of an expansive view of purpose of a company applying 25 00:01:09.100 --> 00:01:10.810 in the tech industry specifically? 26 00:01:10.810 --> 00:01:13.130 Well, I think it is perhaps more important 27 00:01:13.130 --> 00:01:17.030 for tech companies to be driven by a sense of purpose 28 00:01:17.030 --> 00:01:20.810 than perhaps even companies in many other industries. 29 00:01:20.810 --> 00:01:23.970 I think it's helpful to think about context. 30 00:01:23.970 --> 00:01:27.000 I think artificial intelligence, or AI, is going 31 00:01:27.000 --> 00:01:31.860 to reshape the economy between, say, now and the year 2050 32 00:01:31.860 --> 00:01:35.500 much the same way the combustion engine did a century ago. 33 00:01:35.500 --> 00:01:38.450 So, if you start with that as your premise, 34 00:01:38.450 --> 00:01:43.060 you better think about the purpose that you bring to work. 35 00:01:43.060 --> 00:01:46.220 You better think about the broad societal impact you're 36 00:01:46.220 --> 00:01:49.800 going to have and you really need to think hard about how 37 00:01:49.800 --> 00:01:53.140 to have the most positive impact that you can. 38 00:01:53.140 --> 00:01:56.250 Let's turn to discussing how you make important 39 00:01:56.250 --> 00:01:58.760 and sometimes challenging decisions. 40 00:01:58.760 --> 00:02:00.640 I can imagine that inside of Microsoft 41 00:02:00.640 --> 00:02:04.100 there are sometimes quite different opinions on some 42 00:02:04.100 --> 00:02:06.810 of the more sensitive decisions that you need to make, 43 00:02:06.810 --> 00:02:08.850 how do you and the leadership team work 44 00:02:08.850 --> 00:02:12.120 through those challenging issues, especially when you can 45 00:02:12.120 --> 00:02:15.130 have legitimate disagreements inside the company? 46 00:02:15.130 --> 00:02:18.425 I think the first thing I've learned is, let's start by 47 00:02:18.425 --> 00:02:21.990 agreeing on what the problem is that we're trying to solve. 48 00:02:21.990 --> 00:02:24.520 Build a common understanding of the problem 49 00:02:24.520 --> 00:02:26.580 so that if we're debating solutions, 50 00:02:26.580 --> 00:02:29.850 we're at least debating solutions to solve the same problem. 51 00:02:29.850 --> 00:02:32.450 I think the second thing I've learned is, 52 00:02:32.450 --> 00:02:36.249 learn more about the problem through the power of data. 53 00:02:36.249 --> 00:02:39.780 We have a data science team and it really contributes 54 00:02:39.780 --> 00:02:41.870 invaluably to helping us understand 55 00:02:41.870 --> 00:02:44.010 the problem we're trying to solve. 56 00:02:44.010 --> 00:02:45.970 I think then the third thing I've learned, 57 00:02:45.970 --> 00:02:48.990 and this really came from working with Satya, is, 58 00:02:48.990 --> 00:02:52.730 let's see if we can take a principled approach. 59 00:02:52.730 --> 00:02:55.660 Can we define a set of principles 60 00:02:55.660 --> 00:02:59.480 that will then lead us to be consistent 61 00:02:59.480 --> 00:03:03.010 in addressing this issue on an ongoing basis? 62 00:03:03.010 --> 00:03:05.630 I think the fourth thing I've learned is, 63 00:03:05.630 --> 00:03:09.830 that we have to execute. Principles are the starting point, 64 00:03:09.830 --> 00:03:12.620 but you actually then have to operationalize them 65 00:03:12.620 --> 00:03:15.920 in an effective way, and then the last thing I've learned 66 00:03:15.920 --> 00:03:19.070 is, you just have to communicate everyday. 67 00:03:19.070 --> 00:03:21.150 You have to communicate with your employees, 68 00:03:21.150 --> 00:03:23.970 with your customers, with all your stakeholders. 69 00:03:23.970 --> 00:03:26.130 Somebody once said to me that 80% 70 00:03:26.130 --> 00:03:28.390 of leadership is communications. 71 00:03:28.390 --> 00:03:30.420 I don't know what the exact number is, 72 00:03:30.420 --> 00:03:32.190 but I do know that without it, 73 00:03:32.190 --> 00:03:35.910 none of the rest really pays off the way it needs to. 74 00:03:35.910 --> 00:03:38.860 You have principles around how you make the products 75 00:03:38.860 --> 00:03:42.680 that you build. Do you also have principles around where 76 00:03:42.680 --> 00:03:45.120 and how you'll sell those products? 77 00:03:45.120 --> 00:03:48.137 It's one thing to say, "We don't want our technology 78 00:03:48.137 --> 00:03:51.290 to be used to facilitate mass surveillance," 79 00:03:51.290 --> 00:03:52.960 or surveillance that would sort 80 00:03:52.960 --> 00:03:54.850 of violate fundamental principles 81 00:03:54.850 --> 00:03:57.640 of due process in the rule of law. 82 00:03:57.640 --> 00:04:00.077 It's one thing to say, "We don't want our system 83 00:04:00.077 --> 00:04:01.897 to be used in ways that would result 84 00:04:01.897 --> 00:04:04.800 in bias or unlawful discrimination." 85 00:04:04.800 --> 00:04:07.470 It's another to make sure it doesn't happen. 86 00:04:07.470 --> 00:04:09.590 And so, we absolutely have had to put 87 00:04:09.590 --> 00:04:13.260 in place processes so people can identify deals, 88 00:04:13.260 --> 00:04:16.570 transactions, that might be problematic, 89 00:04:16.570 --> 00:04:19.890 but what we've all come to conclude is 90 00:04:19.890 --> 00:04:24.520 that if you are principled, but never say no to a deal, 91 00:04:24.520 --> 00:04:26.890 then in truth the only principle you're really committed 92 00:04:26.890 --> 00:04:29.890 to is doing every deal you can. 93 00:04:29.890 --> 00:04:33.450 That's not the principles we're setting for ourselves. 94 00:04:33.450 --> 00:04:37.750 And I very much hope we'll see this embraced 95 00:04:37.750 --> 00:04:42.350 by the rest of our industry, by some of our competitors. 96 00:04:42.350 --> 00:04:45.320 In the past, you've commented that some of Microsoft's 97 00:04:45.320 --> 00:04:48.200 biggest lessons from your antitrust experience 98 00:04:48.200 --> 00:04:49.850 was the importance of understanding 99 00:04:49.850 --> 00:04:52.510 how others perceive you, not just how you 100 00:04:52.510 --> 00:04:55.000 perceive yourself. What lessons can other 101 00:04:55.000 --> 00:04:57.680 tech firms learn from that experience? 102 00:04:57.680 --> 00:05:01.560 So, I often say to other folks in the tech sector 103 00:05:01.560 --> 00:05:04.410 learn from the mistakes we made in the 1990s 104 00:05:04.410 --> 00:05:07.363 because we made more than our fair share. 105 00:05:07.363 --> 00:05:10.430 It's easy for people to forget today that Microsoft 106 00:05:10.430 --> 00:05:14.080 is really the only company in our lifetime 107 00:05:14.080 --> 00:05:18.750 that had a court order issued against it to break it up. 108 00:05:18.750 --> 00:05:21.790 We obviously, therefore, were really at loggerheads 109 00:05:21.790 --> 00:05:25.700 with our own government and fundamentally to me, 110 00:05:25.700 --> 00:05:28.850 the lesson I've always taken away is that 111 00:05:28.850 --> 00:05:30.980 in the world of technology or perhaps 112 00:05:30.980 --> 00:05:35.360 any fast-growing business, you're so excited about 113 00:05:35.360 --> 00:05:39.020 what you're doing, you're so committed to the goodness 114 00:05:39.020 --> 00:05:42.220 in what you're doing, that you can miss 115 00:05:42.220 --> 00:05:44.690 what other people are seeing in you. 116 00:05:44.690 --> 00:05:46.870 You have to learn to look in the mirror, 117 00:05:46.870 --> 00:05:50.680 and see not the person that you want to see, 118 00:05:50.680 --> 00:05:52.880 but the person that others see as well. 119 00:05:52.880 --> 00:05:56.620 And, let's face it, it's always a little less positive 120 00:05:56.620 --> 00:05:59.760 than what we see when we look at the mirror ourselves, 121 00:05:59.760 --> 00:06:03.160 but that is the beginning of understanding. 122 00:06:03.160 --> 00:06:05.810 If you can understand how other people are thinking 123 00:06:05.810 --> 00:06:08.090 about you, you can understand the 124 00:06:08.090 --> 00:06:10.390 problems they may be concerned about, 125 00:06:10.390 --> 00:06:12.070 you can start to acknowledge them, 126 00:06:12.070 --> 00:06:14.800 you can start to take steps to address them. 127 00:06:14.800 --> 00:06:17.476 Brad, thank you very much. Thank you.