Principal PM, Product Strategy and Competitive
Core
Principal Product Manager driving product strategy and competitive intelligence for next-gen AI inference hardware and software platforms.
Role type
Principal Product Manager (Strategy & Competitive Intelligence)
Builds
Full-stack AI inference platform (SambaStack) leveraging Reconfigurable Dataflow Unit (RDU) architecture for agentic workloads.
Domain
AI Infrastructure / Semiconductor / Data Center Hardware
Deliverable
production ML models | product features
Required skills
Semiconductor/AI infrastructure analysis, quantitative market modeling (TCO, tokenomics), accelerator architecture fluency, Python & LLM API development, executive-level analytical writing, agentic pipeline construction
Preferred skills
SemiAnalysis model experience, inference economics expertise, rack/cluster-level hardware fluency, capacity planning at hyperscalers, investment thesis development
Technologies
Python, LLM APIs, InferenceMAX, ClusterMAX, SemiAnalysis models
Responsibilities
Translate third-party research and competitor data into roadmap, pricing, and positioning decisions; maintain TCO and performance house models; track competitor chip/rack specifications and roadmaps; build AI-powered tooling to automate intelligence gathering and analysis; define segment theses based on data center capacity and workload shifts; produce executive briefs and quarterly thesis reviews.
Seniority
Principal, hands-on IC with strategic impact
