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In January 2016, .

In a new , Kashyap lays out the changes coming to Microsoft Ventures — namely, that it’ll be focusing a lot more on early-stage startups — and explains the tech titan’s overall investment philosophy.

Here’s the short version: Microsoft is looking for startups that can boost its most important products, including Windows, , the , and even the .

The important part, from the blog post:

Companies developing product and services that complement Azure infrastructure, building new business SaaS applications, promoting more personal computing by enriching the Windows and HoloLens ecosystems, new disruptive enterprise, consumer productivity and communication products around Office 365 are interesting areas from an investment perspective.

In other words, Microsoft is willing to financially support companies that are building awesome apps for HoloLens, or that are creating tools for the Azure cloud that help developers make and market their software. Those startups are creating products that would then boost sales and usage of Microsoft’s platforms.

Kashyap writes that he’s working with Peggy Johnson, Microsoft’s head of business development, on Microsoft’s venture efforts. We’re already seeing a hint of what this might mean for the future.

When Microsoft was building the Azure Container Service, a tool that helps Azure customers use the mega-hot software container technology, . Not coincidentally, .

If this trend continues, we could see Microsoft slow down its , instead choosing to partner with startups wherever it makes sense. It’s cheaper than buying a company outright, and would leave the startup free to do what they do best.

“As with the rest of the Business Development team at Microsoft, our view is outward into the market — we focus on the inorganic growth of Microsoft, looking at where we can provide a step function, versus incremental progress,” writes Kashyap.