I have a hard time following the thesis. I know Uber is famous for overbuilding in house but this example does not feel defensible. 2020 revenue was $11bn. 2024 revenue is $44bn. $8mm is not very material in the grand scheme. Could it be optimized? Maybe but I don’t know the full surface area and this article is overly aggressive with opinions. $250k a year just for writes sounds cheap to me when your top line is in the billions.