I agree with the main point but this misses something crucial:

> why wouldn’t you use it to deliver more value to your customers, faster? That should show up as MAU, conversion, revenue

Most roadmaps are full of garbage and would be better off being deleted. You get very few truly useful new features in a year.

To paraphrase ESR: the value to your customers is in them being able to know that can rely on your product still operating next year, not in those 20 new features.

Or to think about it another way, maybe block will be better off with fewer developers, but only if they produce sufficiently FEWER features so that they’re forced to prioritize.