She contrasts how she has worked at Jasper and earlier companies with Jim Hogan's "run lean, don't raise too much money" approach. Each time she raised over $30M. Her view is that small companies don't scale for success. If a company with hundreds of designers adopts a product from and EDA company then the EDA company has to be of a scale to handle that, international offices, lots of AEs and so on. A small company can develop some technology and establish some level of credibility but then it has to be acquired by a company with a large channel to scale.
Go read the whole thing.