#roadmap

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Likely roadmap for current developers

The Engineering Evolution: Three Buckets of Talent
The shift toward an asset-light model is fundamentally altering engineering culture. Over the next 90 days, developers will likely fall into three distinct categories:

The Innovation Core (AI & Cloud): These teams are the most secure but under the highest pressure. Tasked with proving that hybrid-AI overlays work, they will see massive resource consolidation as talent is pulled from other departments to hit aggressive platform milestones.

The "Sustainment" Layer (Maintenance & Legacy): This group faces the highest risk of "rebadging" or offshoring. As vendors de-emphasize the mid-market and SMB segments (e.g., the 200-seat minimum), legacy code maintenance is being moved to global service firms to reduce high-cost internal headcount.

The Support Squeeze (Generalist & Tier 3): With the pivot to "Partner-First" delivery, the need for internal troubleshooting for custom field issues is shrinking. If a partner is responsible for the first ten customer calls, the internal "escalation layer" will naturally be thinned out.

The "Hidden" Outcome: Beyond official reductions, a "Brain Drain" is a significant risk. As the roadmap shifts from feature innovation to maintenance and deprecation, senior "institutional memory" talent often self-selects out, potentially leaving organizations with a "thin" middle tier of mid-to-senior developers.


It's all collapsing

SMCI just ate our lunch on the OpenAI deal. We lost it strictly on price because OpenAI is finally getting squeezed on their burn and moving to a cost-plus model. It’s a total repeat of the cloud cycle where we lost the CSPs to direct ODM relationships. Enterprise AI is dead in the water—nobody knows how to actually win these accounts or what the roadmap even is. Good luck hitting quota.


Reassessing R&D Investment

Over the past 12 months, the Pune and Penang R&D centers has not delivered any significant new products or features that have made a meaningful impact on roadmap or revenue. Given the scale of investment, the output from these sites appears misaligned with expectations, and they should seriously reassess the strategy, scope, and leadership of this team to ensure a better return on R&D spend.