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by mrkurt 423 days ago
Here's what you should assess:

> Great team, great technology, great PMF and good progress on revenue targets.

Good progress on revenue targets from _your_ perspective sounds like not great growth, but communicated softly.

> The argument seems to be that they've realized the only way to achieve the next round of funding is to be "AI-first". There is no product roadmap for what this looks like, or what features might be involved, or why we'd want to do it from a product point of view. Instead the reason is that this is the only way to attract a big series C round.

This is not a thing a company does when they have good enough growth. Adequate revenue growth when you need a series C must be very good growth. Adequate growth when you'e profitable is a very different thing.

> Instead of working on useful, in-demand product features, it feels like we're spending a lot of time looking at a distant future that we'll struggle to reach if we take our eye off of the ball. Is this normal?

Yes, very normal. If I'm you, I'm wondering if there's really product/market fit. Useful, in demand product features almost don't matter. Building more does not make more money happen.

But also, the AI stuff is disruptive. In a way that the internet was. I think what you should probably judge most strongly here is if there is ANYONE with influence that has a take on how that looks for your company. That take probably includes "how this makes a lot of what we do irrelevant".

Absent that, I'd just write the company off. If you like the job great. If you don't like the work enough to be happy while the company atrophies, I think you're going to have a rough time.