 Jeff Frick here from the Palo Alto offices of SiliconANGLE. We're cutting in on a Friday afternoon with some breaking news. I've got with me John Furrier, founding editor of SiliconANGLE.com. And John, why don't we just cut right to it? There's a lot of action today about the Microsoft CEO search. Everything seems to have settled on Satya. The Della, the Microsoft Cloud guy, apparently very involved in Bing. Cube alumni, we had a great interview with him at the Stanford Excel Summit last summer, but you've got some new information. Why don't you share it with us now? Yeah, Jeff, I mean, obviously getting a lot of tweets. The story I wrote this morning, breaking news, that one of the front runners that's not being mentioned is Sundar Pichai from Google, and that's kind of going all over the place. All the press are now alerted to it, getting phone calls. Just want to just get that out there, that look at the data that we have from SiliconANGLE, which is about getting the signal from the noise. And one of the big noisiest stories today is that it's a done deal, that Microsoft has a new CEO reported by Bloomberg, Cameron Schwisher at Recode, and I think those stories are consistent with what we're finding. However, one thing that's a wrinkle in the equation, it's not a done deal, or if it's a done deal, no one knows about which way it's going to go, but what we reported today, and we stand by this report, confirmed by sources internal to Microsoft, is that Sundar is a front runner and discussions with Microsoft for this job. And that is a significant news that has not been reported. We were originally reporting here at SiliconANGLE. And Jeff, as you know, we know at theCUBE at SiliconANGLE, we go out where the action is and extract the signal from the noise. And one thing that's happening here is that this absolutely is in play and super secret under wraps and wanted to get that out there. We just want to provide the data. And people are challenging me on Twitter, trying to get headlines. Hey, it is a headline. And to us, it's real news, it's real data, and we want to stream that data to you. And that's really why we posted that story and we stand by that story. And we'll see how this plays out. Yeah, so it kind of feels like SiliconANGLE's the proverbial fish swimming upstream amongst all this other just flow of data that's really supporting the other candidates. So, do we have enough data? Do you feel good about the sources? And it is interesting, could you say? Because the guy's not locked down. They haven't announced them officially, so. Yeah, I mean, this is the future of journalism, in my opinion. And this is something that, we're not worried about it. This thing goes in a different direction. People want to have certain number of sources like the Wall Street Journal of New York Times. These guys go through all kinds of validation. We're a little bit looser than that, except we want to get the story right. And this is the right story. He is in the mix. Now, are the PR people confirming it? Are people confirming it? No, of course not. Would you confirm? Was Marissa Mayer out there? I'm not sure how this works, but normally how this works is, when this candidate's in the mix, they get leaked out to get feedback. This is absolutely something that, if and when this happens, it's not something that anyone wants to be leaked. And we dug this up through our own original reporting, as everyone on our team knows, and our fan-based knows, is that Silicon Angle and Wikibon in the Cube, we're not about fabricating rumors. We saw some folks on Twitter, oh, this guy's looking for headlines. We have no banner ads on our site, so it's not about the pages, it's about getting the story right. And the second thing is that, out of all the bloggers on the internet, myself and Dave Vellante included as an analyst, we've been covering Microsoft for over 25 years, of intimate knowledge and sources going back 25 years in Microsoft. And so we have deep sources there going to Google, I've been involved with Google since 1999, up and down the company, deep contacts there, deep knowledge of both companies, both from a product standpoint, market standpoint, execution standpoint. And so we stand by that credible report that we've put out there. And again, it's about getting the data out there, because the crowd sourcing component of this will be interesting. And that's the story here. And the story is how that plays out, am I in behind closed doors? Do I have sources telling me the negotiation? No, that is not the track, but we do have sources inside that will confirm that multiple times. And of course, certainly the rumors have been circulating, we've been watching this for some time, that he's obviously a guy that's been targeted. Now, to the extent that he's the guy, no one's reported that, so that's significant. Well, let's take it a different angle. So we've got two candidates, let's just say we've got two candidates right now. I mean, it appears from the outside looking in that Satya was a pretty bold move, right? He wasn't from the office group, he wasn't from the windows group, apparently he had a lot to do with Bing and their cloud offerings. So that looked like a pretty bold move. But now you throw in Sundar. Now you're talking Google, you're talking Android, you're talking Chrome, Chromecast. The guy seems to have the right play of a retail side and a consumer-facing side, but that seems like complete another leap for Microsoft to go that direction. I mean, here's why a lot of people are not seeing this coming. One is probably it's very confidential. Two, there's two factions within Microsoft. Here's the data that we can report to you. There are two factions within Microsoft that wanna see different directions. One direction is clearly to keep the ship enterprise-focused. Obviously, their earnings were fantastic on the last report. They're an enterprise company, okay? So huge market there. So let's keep the stock price, it's an insider. That's choice one. Choice two would be another faction within Microsoft that says, hey, we've lost our developer community to the extent that now open source is out there. Not lost, but you know what I'm saying, I think we ought to reboot that. Bring in the mojo and operating systems focus. Bring in someone who can come into the modern era of the consumerization of modern infrastructure. That is enterprise and consumer. And so the debate has been out there in the blog, certainly by Xbox. The mobile misfires have been well-documented. So we look at a guy like Sundar who doesn't have the operating experience to run, say, a Fortune 50 company like Microsoft. However, he does have the product chop, so he appeals to a significant stakeholder and a group of people within Microsoft that says, Android, Chrome, Chrome OS, Android OS, apps, mobile, cloud, social, that's a perfect storm. So he actually has the technical knowledge in chops. We've seen him, we've covered him at the Silicon Angle at Google I.O. Certainly done some great work there. So he's certainly viable as an executive to lead the company from that standpoint. The other candidate, Satai, he's got the operating experience and runs a P&L. That's gonna be the trade-off, but ultimately he's definitely in the mix and that's the story. So there's a lot of no's and yeses on both sides so you can go out and try to find that. But that's the report. That's the data that we have and that we're reporting is that that is definitely in play and we'll see how it plays out. Yeah, so exciting times, breaking news, coming to you again from Silicon Angle's Palo Alto Studio. Keeping things exciting on a Friday. Hope the East Coast everybody didn't already go home because things are moving and eventually right at little play out we'll see who gets the job and may the best candidate win. And Jeff, as you know, we were just at Open Compute Summit. We were just at the OpenStack Enterprise Summit. The game's changing. You look at OpenStack, you look at what's happening on the hardware side and Microsoft actually just contributed reference designs to Open Compute. The world is changing radically that is a direction. So, you know, a lot of people are saying if Microsoft stays institutional they'll keep the ship in the direction that they're going and someone, some radical reconfiguration that stays in the core comps that will appeal to the Microsoft employees. Yeah, good stuff. All right, so we are going to check out for now. We'll keep an eye on the story. Keep watching SiliconAngle.com for the latest and we will see you on the next Q&A. Bye-bye.