There's no mention on "Why changes", it's a red flag to me.
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I honestly believe that what we are seeing is the realisation that money and growth isn't infinite and companies need to return to actually turn a profit, not just grow revenue. That's why we're seeing Reddit, Imgur, Gitlab, Meta, Twitter and others implement changes in rapid succession. It not even that I completely disagree with their choices, I just wonder why a dumb ass like myself who knows nothing of business was able to see broken business models years in advance, while Wall Street and Silicon Valley couldn't... Or did they just not care?