I can't look at seekingalpha without being logged in, which I refuse to do for publicly available information.

Anyway: Palantir is developing lots of new products, being in the security area, I imagine, while I don't know what RingCentral is doing.

In any case, getting aggregate info or industry info, seems inordinately difficult without having a paywall in the way. That's why I went straight to SEC filings, which are public. And that brings me to:

* So you found a couple other big spenders and you want to single out those as your comparables. I'll be more impressed when you define a class of tech companies that you think are comparable. We can argue about whether they are, but in any case: where does TWTR rank in that class?

And then the subjective question: what have they delivered to shareholders for all that spending?