It’s #4 but caused by #1. My pet theory is that we’re pretty far into this business cycle, so a lot of new companies had the time to mature, build up complexity

It’s #4 but caused by #1. My pet theory is that we’re pretty far into this business cycle, so a lot of new companies had the time to mature, build up complexity, shed people the most knowledgeable with the original architecture, stop caring as much about the competition, and so on. Add Apple to the mix for recent software quality issues.