Looking from the outside, all I can say is that both Github and especially Stripe have continued to churn out features and entire product lines well after they reached global scale…
Regarding their economics, I’d have to see a serious study proving that that the effect in infra and server costs is not only real but also non-negligible, ie, it has a real impact on the bottom line, shareholder value, company efficiency, competitiveness, or what-have-you…