SentinelOne hit $1B in revenue, then laid off 300 people. Growth is not the goal.

And they're laying off 300 people.

Not a startup running out of money.

Not a company that can't find customers.

Not a company whose product doesn't work.

A billion-dollar company.

Growing.

Publicly traded.

Still cutting 10% of its workforce.

This is where many founders get confused.

They think growth solves everything.

It doesn't.

I've seen companies with no sales and too many employees.

I've seen companies with growing sales and too many employees.

I've seen companies raise millions and still collapse.

Because the problem is rarely revenue alone.

The problem is efficiency.

A company can grow and still become less profitable.

A company can add customers and still destroy shareholder value.

A company can hire hundreds of people and discover later that half of them were never needed.

That's why "we're growing" is one of the most dangerous sentences in business.

Growing what?

Revenue?

Profit?

Headcount?

Costs?

Market share?

They're not the same thing.

SentinelOne passed $1 billion ARR.

They're forecasting another 20% growth.

And they're still laying off hundreds of employees.

Because at some point every company runs into the same question:

"Are we building a business"

Or are we just building a bigger version of our problems?

I've spent 20 years being brought into companies that were growing, hiring, raising money and celebrating.

Many of them didn't need more salespeople.

Many didn't need more marketing.

Many didn't need more developers.

They needed someone willing to look at the numbers and ask uncomfortable questions.

Usually nobody wanted to hear the answers.