Principal PM, Product Strategy and Competitive

The role

This person will turn market intelligence into decisions that shape product and business roadmaps, pricing, and positioning. They will build AI-powered tooling to automate research and track competitor specifications and roadmaps.

What you will do

• Own the pipeline from third-party research to decision-ready analysis
• Maintain the house model of RDU inference wins on cost, latency, and workloads
• Convert TCO, tokenomics, and data center data into roadmap language
• Track chip-level specifications for competitors including NVIDIA, AMD, and Google TPU
• Track rack- and cluster-level design including networking, storage, and cooling
• Track competitor roadmaps, leaks, and supply signals
• Build agentic pipelines to monitor research releases and competitor announcements
• Automate extraction of specs and claims into comparison matrices
• Use data center capacity and power data to pressure-test the SambaManaged pipeline
• Write weekly briefs, monthly deep dives, and quarterly thesis reviews

Required qualifications

• 8+ years in semiconductor or AI infrastructure analysis, competitive intelligence, equity research, corporate or product strategy at a chip, cloud, or AI infrastructure company
• Has built quantitative market or economic models from primary inputs
• Bachelor's degree in engineering, computer science, economics, or another quantitative field, or equivalent experience
• Fluent in accelerator and system architecture
• Track record of translating competitor spec and roadmap changes into product, pricing, or investment decisions
• Hands-on with Python and LLM APIs
• Able to build or direct agentic research tooling without waiting on an engineering team
• Concise, quantified, executive-ready writing with stated uncertainty

Nice to have

• Direct experience with SemiAnalysis models or comparable institutional research
• Depth in inference economics
• Rack- and cluster-level fluency
• Has done capacity planning or GPU economics at a cloud, neocloud, or hyperscaler
• Has written an investment thesis that redirected a roadmap or a capital allocation, or built a decision framework that others kept running
• Willing to challenge a senior stakeholder's figures when the evidence supports it

Benefits

• Base salary plus equity
• 95% premium coverage for employee medical insurance
• 77% premium coverage for dependents
• Health Savings Account (HSA) with employer contribution
• Dental, Vision, Short/Long term Disability, Basic Life, Voluntary Life, and AD&D insurance plans
• Flexible Spending Account (FSA) options including Health Care, Limited Purpose, and Dependent Care
• Headspace subscription
• Gympass+ membership
• One Medical membership
• Counseling services with an Employee Assistance Program

Before you apply

• You must submit an application form for each position for which you believe you are qualified

About the company

SambaNova is a leader in next-generation AI infrastructure, delivering a full-stack inference platform for customers worldwide.