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Principal PM, Product Strategy and Competitive

SambaNova· Core Tech
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San Jose, CA$216k - $260kfull-timePosted 1mo ago

About the role

Principal Product Manager focusing on market intelligence, competitive strategy, and AI tooling to shape SambaNova’s product roadmap, pricing, and positioning based on third-party research, benchmark data, and competitor disclosures.

Responsibilities

  • Own the pipeline from third-party research (SemiAnalysis TCO, Tokenomics, Accelerator, and Datacenter models; competitor disclosures; benchmark data) to decision-ready analysis.
  • Maintain the house model of where RDU inference wins on cost per million tokens, at which latency tiers, for which workloads, and against which competitor configurations.
  • Convert TCO, tokenomics, and data center data into roadmap language: feature priorities, pricing moves, and segment bets.
  • Open each product review with a summary of market changes since the last quarter and their implications for SambaNova.
  • Track chip-level specifications for NVIDIA, AMD, Google TPU, AWS Trainium, Cerebras, Groq, and emerging accelerators: compute, memory hierarchy, interconnect, power, process node, and packaging.
  • Track rack- and cluster-level design: scale-up and scale-out topology, networking, storage, cooling, and rack power density.
  • Track roadmaps: announced parts, credible leaks, and supply signals.
  • Quantify the effect on SambaNova's positioning when specs/roadmap changes move the TCO or latency frontier, within a week.
  • Maintain a versioned spec comparison matrix with a changelog.
  • Build agentic pipelines to monitor research releases, competitor announcements, updates, conference disclosures, and regulatory filings.
  • Extract specs and claims into the comparison matrix automatically with human review for decision-relevant items.
  • Automate the first draft of the weekly brief from monitored sources.
  • Treat tooling as a product and iterate on precision, coverage, and detection latency.
  • Pressure-test pipelines using data center capacity and power data to identify suitable operators and timelines.
  • Track workload mix shifts and inferenced positioning implications.
  • Maintain falsifiable house theses and score quarterly against outcomes.
  • Write a weekly two-page brief on market changes and required decisions.
  • Produce a monthly deep dive tied to a live roadmap question.
  • Run a quarterly thesis review with product and executive teams.
  • Set analytical agenda for external research relationships and vendor data pulls.

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 (accelerator forecasts, TCO, capacity and demand) from primary inputs.
  • Bachelor's degree in engineering, computer science, economics, or another quantitative field, or equivalent experience.

Skills

Required:Market intelligence to product inputsCompetitor specifications trackingAI tooling and automationExecutive-ready writing

Benefits

  • Base Salary Range: $216,000—$260,000 USD per year
  • Equity
  • Health insurance and wellness benefits as described in company summary
Last updated Sep 13, 2026. Interested? Apply on the company site.

About SambaNova

The Fastest AI Inference Platform

Discover SambaNova - the complete AI platform delivering the fastest AI inference, fine-tuning, and scalable solutions for agentic AI easily integrated into existing data center infrastructures.

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