Comment by maerF0x0

Not financial advice:

Also having an investor base that demands removing as much equity compensation as possible. (Whilst, IMO, not being aggressive enough to cut executive compensation)

But it's no surprise that when you ask management/executives "who needs to be laid off", the answer is not that many managers/executives...

I do think Kho is the right person for the job though, and Aidan was surprisingly smart too, so I my[1] bet is that they'll get there.

[1]: I'm long twilio btw.