Is Scale a Dead Man Walking?

There's no way that scale can recover from losing its founders. I love you, but it's a dead man walking instantly. I could imagine an entire IPO cycle where once again, neither of the two names decided chose to go out and we get to the end of the year.I'm starting to lose confidence in the old guard. In situations of ambiguity, the person who has the most leverage has the best chance to win. And I would argue Microsoft has quite a lot of leverage cuz it's not existential for them, especially now.I think the ...