The value of in-house expertise

An alternate title for this post might be, "Twitter has a kernel team!?". At this point, I've heard that surprised exclamation enough that I've lost count of the number times that's been said to me (I'd guess that it's more than ten but less than a hundred). If we look at trendy companies that are within a couple factors of two in size of Twitter (in terms of either market cap or number of engineers), they mostly don't have similar expertise, often as a result of path dependence — because they "...