Steve Ballmer, who has just passed Bill Gates to become Microsoft’s largest shareholder, has kept a relatively low profile since leaving the software maker. However, he did give a speech in March at Oxford Union–with highlights recently posted to YouTube. “I’m nervous,” Ballmer said at the outset of the talk, which he noted was his first one since leaving Microsoft in February. “It may be my last, too, if it doesn’t go well.” In the talk, he talked about Microsoft and Apple as both two-trick ponies.