I've just watched the first 10 mins, but it's amazing how he's incredibly aware all of the technical details, and combines a strategy perspective ("unified email client") with all the technical details (low level networking details) to make those strat decisions a reality.
Yeah and he demonstrates both a complete and precise knowledge of everything his company is doing in nearly every arm of the business (not to mention his encyclopedic knowledge of business Microsoft is not in). It's easy to forget why Microsoft was so dominant in this era of computing, but listening to him it begins to make more sense.
