> The only conclusion is: bad tooling isn't affecting their sales.
I actually think bad tooling does affect their sales and long-term growth, but that they're blind to it because they can't easily measure it, and they have an obsession with data-driven decision making.
I suspect this is also exacerbated by hiring problems due to their reputation as an employer, forcing them to make tradeoffs that sacrifice dev UX more often than they'd like.