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This is all true. But standing out the outside and pretending that they behave 'as intended' that is to say as a monolithic single entity, and then to guess about their behavior is counterproductive, especially if it is known that the company in question -does- deviate significantly from being a monolith.

Basically you kind of have to take both positions. Knowledge that a company is made up of bickering idiots doesn't excuse the company from acting coherently. But ignoring that fact while trying to analyze and predict a company isn't very useful either.

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