@MasterPi: I thought this was a great extension to his memo. The demos also materialized some of what he's talking about vis a vis ambient intelligence, API convergence (cloud-client), cloud-first....). Highly recommend you watch this to further understand our new direction and opportunity for makers to build next generation experiences across all mobile devices. The IoT demo was quite illuminating.
Really excited that Satya is at the helm!
Bring on the future,