I think if you look at the companies you like, you'll notice that it's not the investors who call the shots. There are a handful of very large, very profitable, developer focused companies that investors love because they remain developer focused.

There are also companies that never figured it out because "developer focused" is not the right business model for them. Those are, I think, the companies that make us all feel burned.

Heroku is one of those companies where "developer focus" is not the right business model. Salesforce has a model, it's working very well, Heroku's doesn't fit.