Interesting to see the same trends happen with multiple companies recently.
e.g. Mint, Twitter, Glassdoor, etc.
It must be that once a company gets beyond a certain size, management turnover reaches a critical point, board / share-holder pressure becomes too influential, or some other X factor, companies become unable to make sensible decisions and destroy themselves.
Reminds me of the famous quote from Anna Karenina.
Happy families are all alike; every unhappy family is unhappy in its own way.
The Microsofts are the exception, not the rule.