My pet theory is they backed themselves into a corner with Actions. That was a step change in computational scaling effort. It also fell immediately on the heels of the Microsoft acquisition.

Something about these two factors seems to have conspired to wreak absolute havoc on their uptime in the ~7yr hence. The AI slopocalypse hasn't helped matters, but the foundations were laid far earlier.

Would love to hear from an insider, either for or against this conspiracy theory.