Verkada

Checks all the boxes: a fantastic place to make good money, have good work-life balance, work on something exciting, ship fast, meet incredible peers, and grow. 10/10 financial management, conservative cash spending. Incredible culture, infinite cash balance for having fun & offsites, yet financially strong.

The business growth is slightly constrained by being reliant on hardware components, but at the same time, it makes this a lot less risky and predictable. Also, leadership seems a bit optimistic about the company's future. It'll be very successful, just not as successful as they seem to be dreaming.

Be more clever with product strategy. Some of the new products make no sense and are just SaaS products for the sake of being SaaS products. Stick to what you're good at and keep printing money.