Comment by twelve40

since OP asked specifically about VC-backed (and not bootstrapped or a lifestyle government consultancy), i guess the question is they must have at least pitched a $1bn+ TAM, no? in which case even having a couple of $100m contracts, even when it does miracles for lifestyle, would not be enough. Caveat, don't know much about this, just intuitively it doesn't seem like a VC hypergrowth story?