> that this was an odd way for them to end up in - as the founders openly talked about waiting for that $1b ARR since almost day That doesn't mean much. I've w

> that this was an odd way for them to end up in - as the founders openly talked about waiting for that $1b ARR since almost day That doesn't mean much. I've worked at a company that kept taking about "our goal is to reach magic number X" and etc. until one they announce a sale. Situations change, business plans evolve, and money talks.