- management is essentially a Harvard bro-club
- management doesn't know if it's a fabless company, or a SW company
- management keeps switching focus on their primary IP; suffer from "shiny bauble" syndrome.
- look at Crunchbase for their most recent funding efforts...do the math on their runway when you consider them.
- they seem to have a HIGH burn rate for what they're offering, and renting prime R/E.
- the pricey talent they're hiring is primarily sidelined; a very small number of employees are doing the "heavy-lifting".