[danpalmer]

Software is their product, but my guess is there's a separation between the product and research side which will be filled with Phds, and the "build" side which I expect is outsourced or offshored.

What I really mean is that I don't think they see themselves as an engineering company in the way FAANG do, or an "AI" company, but probably more like a maths/science department at a university.