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To support our growth and capitalize on our market opportunity, we have increased our operating expenses across all aspects of our business. In research and development, we continue to focus on innovation and bringing novel capabilities to our platform, extending our product depth. Similarly, we continue to expand our sales and marketing organization focusing on new client wins, cross-selling opportunities and client renewals.

SEC Filing | Alkami Technology, Inc

investors.alkami.com

Andreessen:  One of the patterns I think that you see is that the insurgents often end up reforming themselves into a version of the company they took down. And so, famously, Sun Microsystems took down DEC by unbundling a lot of what it did when it was a huge company. And then Sun sort of reformed itself into what you might call a new DEC — a vertically integrated company which then got taken apart to some extent by Linux and Intel servers.

How to Succeed in Business by Bundling – And Unbundling

hbr.org

This is much more of a VC-style bet, but the scale is just another level entirely: Magic Leap has raised somewhere over a billion dollars, but that’s a bit over a month of Facebook’s promised metaverse investment. It’s also 33% more money than the amount that Other Bets was spending when Larry Page set up Alphabet.

Facebook Earnings, Investor Trust, Facebook Reality Labs

stratechery.com

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