This is important, but it isn't exactly tech innovation. I think you got it backwards. Successful business with scale leads to technical innovations in many co

This is important, but it isn't exactly tech innovation. I think you got it backwards. Successful business with scale leads to technical innovations in many consumer-facing companies. Did Facebook in its early days have technical innovation? Once the traffic of Facebook picks up, though, they innovated like crazy. They invented Hive. They made HBase great again. They created Cassandra. They built Scuba and Gorilla. They turned Zookeeper into amazing Zeus. They are running massive stream processing systems. Their MySQL clusters are world class. The list could go on and on. It's same for successful Chinese companies. Did Alibaba innovate technically when it was a mere online whitepage? Probably not. Is it innovating now? You bet. How many companies in the world could handle the traffic as Alibaba does today, especially in 11.11 every year? As a result, Alibaba is a major player in MySQL community and Hadoop community. It ended up rewriting Storm because it had to run Storm cluster of thousands of machines. It invented its own database called OceanDB. It made substantial improvements to Flink. It created its own file system called Tair. It has massive deployment of container-based infrastructure. Its technical blogs are worth studying carefully. The list could also go on as well. We can talk about Tencent in the same way: do you really think handling hundreds of millions of daily active users does not require significant technical innovation? On the other hand, how many YC companies are innovating technically? How many so-called unicorns have real technical innovations? Does Airbnb really have amazing technologies? Excellent execution and awesome engineers, for sure. But technical innovation on at most a few millions of listings that can be easily handled with a small database cluster? I doubt it. Or maybe they do, but at least it's not that obvious from their technical blogs. Does Postmates have technical innovations? I would even argue that it should not even be their focus.