Re: I suspect that Twitter has a profitable future ahead of it
Sounds valid and rational to me.
Not sure on actual cost savings vs not paying for stuff. I'd be interested to see what twitter needs data centre wise vs what it has vs what it pays for. You can't just stiff your suppliers indefinitely.
On the engineering solutions front, do Twitter have an R&D function that would be able to progress those engineering solutions to reduce costs? That sounds like something someone else would do and Twitter would lease/buy in whatever they manufacture. Wouldn't this be largely what any competent company would do, not specifically Twitter?
I don't know about the business focused leader thing...I'll take your word for it, but the upshot appears to be:
1) Twitter had too many staff that cost too much and weren't required
2) Twitter had too much hardware that cost too much and wasn't required
I guess the proof of these statements will be in whether the service continues to be a service in the medium/long term.