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andrewrgross t1_j7j2cc2 wrote

As I said, I think our takes will differ based on what our metrics are.

My metrics include how much agency and stability do their employees feel they have? And how much stability does the larger industry workforce feel they have? How much of employees value addition goes to them versus investors? Does their user base have high trust and use their products enthusiastically? Reluctantly?

But that's the subjectivity. If you look at big tech and judge their success by, "do they make investors money?" then you will likely score a company highly that I think has a lot of room for improvement.

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