Our discussion was on whether management in these companies is making an informed trade-off or if they feel safer stabbing in the dark, rather than going for the light switch. I don't think you've brought anything new to the table, other than your degree of confidence in your convictions which, I'm sure you'll agree, is not something one can argue against :-)
Besides, I'm pretty sure noone contested that it takes a lot of effort to build a highly scalable site, even if you do know what you're doing. Still not relevant to the discussion in this subthread though.
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