This is really interesting, I’d love to read more. One thing that’s interesting to me is that when I search HN for Katerra, I see plenty of articles posted that verify the OP story, but none of them have any comments. I guess it’s not really a tech company so even with huge valuations and bailouts it didn’t really attract interest in discussion at HN.
My company is similar. One of the fastest companies to “Unicorn” status ever with rounds led by top firms, but garners nearly zero discussion on HN.