Complex internet services fail in interesting ways as they grow in size and complexity. Twitter’s recent issues show how failures emerge slowly over time as relationships between components degrade. Meta’s quick launch of Threads demonstrates how platform investments can compound over time, allowing them to quickly build on existing infrastructure and expertise. While layoffs may be needed, companies must be strategic to maintain what matters most - the ability to navigate complex systems and deliver value. Twitter’s inability to ship new features shows they have lost this expertise, while Threads may out-execute them due to Meta’s platform advantages. The case of Twitter and Threads provides a lesson for companies on who they want to be during times of optimization.
My favorite phrase in coding is “9 women can’t make a baby in a month, but 9 women can make 9 babies in 9 months”.
Elon took over and fired so so so many talented engineers saying they were lazy, or incompetant, or whatever excuse he had when he really meant “they cost a lot”. Now he’s seeing the downside of that.
The phrase means you can’t take a project and throw more people at it to make it go faster because there is institutional knowledge that needs to be learned first. You can’t take a 9 month long project that 1 person is in the middle of and throw 8 more people at it and demand it gets done in a month, something Elon is really trying to push. Those 8 other people need time to onramp, to learn how the thing is being built, to learn how systems and subsystems all interact. In fact, usually this is a sign of a terrible leader because most of the time projects will slow down while you’re trying to onramp all of those other people when at that point it would have just been faster to let the one person finish.
What you can do, as Facebook obviously did, is actually project plan. They said “we need 9 babies, what do you need to get that done?” and they replied “9 people and 9 months”. and look how it paid off.
I hope Elon’s twitter tanks because of his impulsive short sighted decisions that he thinks are “projects”
Hubris aside, Elon will tank because, at Twitter, he seems to be devoid of people who will make things work despite of him. Twitter employees must be giving Musk exactly what he orders and he is seeing the impact of that, since Musk must have thought “a web page… How hard can it be to someone who made reusable rockets?”
I love that because it’s such a cautionary tale about bad leadership. He was toxic towards Twitter for years then bought them and doubled down on shitting on them and calling them incompetent… Of course they hate his guts and maliciously comply now.
Elon’s antics aside, I hope no-one thinks that the amount of developers that Twitter had was needed or even sustainable.
Did he get rid of too many? Definitely. Did he get rid of the wrong ones? Definitely.
It depends on their aspirations.
Did they have too many engineers if all they wanted to do was keep the lights on for their core business? Yes.
Did they have too many engineers if they wanted to have the capacity to deliver more ambitious products and solutions, such as massively scalable live video streams, or social audio, or something entirely new? Maybe not.
Personally I believe their organization was highly bloated to the point of them being unable to reach any new goals with any reasonable pace.
Obviously that’s a highly speculative armchair based assessment and you may take it for what it’s worth, nothing.
But just look at the firing squad that’s been out this winter. Meta/Facebook, Twitter, Google.
Collectively that’s at least around 25k people that have been let go just from those three behemoths alone.
Access to capital was easy and they were simply throwing spaghetti at the wall to see what sticks.
Now that interest rates are higher profitability is suddenly important.
Now they actually have to think about what they invest in and which products deserve to live.
Not that it changes anything for Google, they’ll probably just keep making yet another chat service before killing it off again 3-5 years later after having introduced a few more in the meantime.