>, and it is best not to have two threads on the same topic, so the question remains which link should win? I think the analysis by Meritech Capital should win

>, and it is best not to have two threads on the same topic, so the question remains which link should win? I think the analysis by Meritech Capital should win because inside that article, the first sentence already has a direct link to the official SEC S-1 anyway. For HN audience, it's easier to read the much shorter (even if flawed) Meritech Capital blog post and comment on that -- rather than read then entire S-1 prospectus (~100,000 words!). Those that want to dive into the lengthy S-1 can still do so; the link is conveniently in the first sentence.