It’s super important to note that business impact is not even close to uniformly distributed throughout a company, even though we sometimes like to pretend that it is.
This is all to make a subtle refinement of your point, that it’s worthwhile to join teams that are high value per engineer, even if the company is more bloated. (Ad serving infra at Google, ec2 at AWS, payments processing at Uber).
However, because those teams are so essential, they tend to have low turnover, higher bars for entry, and a higher than usual rate of internal transfers (as high performers from less essential teams are shifted into more critical roles). So you’re less likely to be placed into those teams from the outside, unless you have a history of working for those kinds of teams.
Following this type of logic, joining Uber in 2015 or later is a bad idea. Joining airbnb in 2015 is a bad idea. Joining Google now is likely a bad idea. Joining new orgs in AWS is probably a good idea.
A few heuristics that I find useful: 1. Revenue per employee 2. Moving average of number of substantial launches in the past X months 3. Actionable technical blogs that address real challenges directly related to specific business needs. So, no, Uber's why they switched from MySQL to Postgres and then later another article by the same person on why they switched from Postgres to MySQL do not count.