adding some factual meat to the discussion. So far today, I've only read the same old, same old from persons with strong opinions and agile pens, but with little factual content with to back those opinions up. To wit:
"irrational compensation" - please provide a thorough comparative statistical analyis of compensation level proving this assertion
"But there appears to me to be a shortage of discipline." - to guide a development stage company throught the most technologically disruptive decade in world history and end up at the exact right spot is not the result of an undisciplined approach.