2025/26找工请避开僵尸独角兽

盲猜几家， thumbtack, quora?

reesemarlin 发表于 2025-10-7 18:20
两年前还面了这家，已经死了么

被fortinet收购了好像

太多这样的公司了，这些公司就是存在了五年以上，每隔两三年有些10-100million的funding，永远吹嘘10x增长，永远在pivot，永远在转型到新的产品，但是公司的size就在100到1000人打转，arr或者revenue就是来回起伏。

匿名用户 发表于 2025-10-06 22:57:30
能给几个例子吗？ 我就知道个lacework死的很惨

我也好奇例子，于是我让 AI 找了一下。想问问楼主指的是这些吗

不过这个列表里确实不少都在地里被批评过

. Χ僵尸独角兽 2025:
        1.        Stripe — Dominant payments infrastructure with huge valuation; growth is maturing in many markets, regulatory complexity and margin pressure mean profitability and a clear near-term exit aren’t guaranteed.
        2.        Databricks — Very large ARR from analytics/ML platforms, but slowing enterprise consumption growth and heavy R&D/sales spend make sustained high single-digit growth possible rather than breakout expansion.
        3.        Canva — Huge consumer and SMB adoption, but enterprise monetization and international expansion face rising competition and long payback periods on enterprise sales.
        4.        Airtable — Popular product-led DB/spreadsheet tool; conversion and pricing challenges at scale plus pressure from incumbents and free-tier users slow revenue acceleration.
        5.        Notion — Strong engagement and stickiness, but converting free users to high-ARPU enterprise buyers is uneven; growth can plateau without clearer enterprise product-market fit.
        6.        Miro — Collaborative whiteboard leader whose pandemic tailwind faded; sticky in some accounts but incremental monetization and churn versus cheaper alternatives cause growth headwinds.
        7.        Discord — Massive active user base, but monetization beyond optional Nitro and limited enterprise adoption leaves cash generation weaker relative to valuation.
        8.        Brex — Corporate cards + fintech stack with strong initial growth, but unit economics, underwriting losses, and crowded market make consistent profitability difficult.
        9.        Ramp — Fast-growing corporate card/expense player facing pricing competition and tight margins — CAC and risk costs can keep net profitability elusive.
        10.        Gusto — Payroll/HR SaaS with steady ARR but intense competition from incumbents (ADP, Paychex) and thin margins on core payroll products that dampen upside.
        11.        Carta — Cap table and equity management leader whose service-driven revenue and regulatory/operational complexity limit explosive margin expansion.
        12.        Plaid — Essential fintech plumbing but regulatory scrutiny and slower enterprise deals can slow revenue growth versus very high prior valuation expectations.
        13.        Snyk — Developer-security darling; faces commoditization of some offerings, and sales cycles/land-and-expand economics can slow ARR growth relative to historical run rates.
        14.        Rippling — HCM + IT automation bundled product with high valuation; margin pressure from broad product set and heavy sales/implementation costs complicate profitability.
        15.        Algolia — Search-as-a-service that faces commoditized search alternatives and integration challenges, making steep growth harder as markets mature.
        16.        ServiceTitan — Vertical SaaS for trades with large ARR, but deployment complexity and long implementation cycles limit rapid account expansion and margin scaling.
        17.        Talkdesk — Cloud contact-center platform that competes with large incumbents and open-source integrations; pricing pressure and churn can constrain upside.
        18.        Cohere — Enterprise LLM company with large funding; because LLM infrastructure is capital-intensive and competition is fierce, clear, repeatable high-margin ARR is still an open question.
        19.        SambaNova — AI systems/hardware vendor with big capital needs and long sales cycles to hyperscalers; high capex and thin near-term margins make a smooth public-market path harder.