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Skepticism over AI company ARR validity

Critics argue that OpenAI and Anthropic's ARR figures are misleading due to reliance on annualized monthly data and high enterprise churn.

Digital Currents

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Also said about ARR this week

  • Line and a chart titled Forecasters are underestimating AI company revenues, showing ARR and forecasts.

    LessWrong (30+ Karma) · Friday

  • So obviously you joined Clarity around two years old and you went on to do $100 million in ARR.

    On Security (a podcast powered by tact.) · Host · Friday

  • Because, with, you know, with MSPs, with, with ARR, there's, you know, there's EBITDA, there's, there's NRR, there's, you know, lots of things that, that value or provide a multip…

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