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by coldtea 1064 days ago
Most of the letters in FAANG hardly have their "continuing growth" or their "20+% profit margins" through the software development they do.

Early capture, network effects, and coasting is more like it.

So the quality of their layers of managers hardly matters, in G, for example, comically so (as has been relayed by insiders time and again).
1 comments
marcinzm 1064 days ago
Amazon has had very strong competition that they mostly beat. Meta has faced strong competition which they beat through scaling out acquisitions. Apple has gone from nothing to the world's richest company. Microsoft was a joke and now it's not. Google I agree with you on.
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coldtea 1064 days ago
Apple and (to a lesser degree) Amazon are the two exceptions.

Google, Meta, and co...

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