On paper they've already done the whole MVP/product-fit phase and are using the money to fast-forward into $100m-$1B ARR territory. This thread is talking about

On paper they've already done the whole MVP/product-fit phase and are using the money to fast-forward into $100m-$1B ARR territory. This thread is talking about a relatively minor update as part of that phase, and leading people to point out the various flaws in their product with the corollary that they aren't really worth $100m-$1b territory in the first place. Then again who knows, surveymonkey is an example of a company that nobody thought would "get there" and yet they did.