Many tech companies are swimming naked! For example, GOOG TWTR META AMZN UBER Stripe MSFT CRM. Below is a DD on GOOG…
Operating expenses shot up faster than growth in revenue.
Headcount and SBC are increasing faster than growth totally defeat the scaleability of software… develop once, use many.
I don’t think people realize the financial burden of regulations. Every country means more rules and more people to ensure compliance. It’s insane.
Cost control in AAPL and MSFT
They’ve been around longer. They understand building for scale and efficiency.