Tech companies have grown complacent and inefficient due to a war for talent and lack of consequence for failure, and should refocus on return on invested capital.

“In terms of Return of dollars invested as a shareholder that's the question that's the that's the analysis that's the scope that the shareholder is looking at is do I want to spend a dollar to make a dollar five or do I only want to spend a dollar where I know I'm gonna get a dollar eighty back”