They’ve had some really nice writeups but I always thought they were your generic security firm doing some bug hunting. Recently I happened upon their domain submissions to HN and saw they raised $1b+ and was like wtf? What do they actually do? I mean what are their products that people pay for?
Maybe there are obvious answers to these questions, but if a company is worth $23bn I’d expect that as somebody in the industry, I could answer them without doing in depth research.
This is exactly the kind of gut feeling of “something’s off” that I’ve learned to pay attention to.