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Chronicles

The story behind the story

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Silicon Valley investors say annual recurring revenue, a popular metric with AI startups, cannot be trusted because it has no SEC definition and can be massaged

The co-founder of Cluely — an Andreessen Horowitz-backed startup with the motto, “Cheat on everything” — ignited a controversy earlier …

Bloomberg Annie Bang

Discussion

  • @shiraovide Shira Ovide on bluesky
    See, Bloomberg explains why this is a bad: www.bloomberg.com/news/article...
  • r/BetterOffline r on reddit
    Silicon Valley's Hottest AI Metric Is Also Its Least Trusted
  • @jessefelder.com Jesse Felder on bluesky
    'Taking liberties with ARR is common for artificial intelligence startups, Silicon Valley investors say.  Even as it's become ubiquitous in the AI era — it's also become one of the least trusted yardsticks for gauging a startup's growth.' www.bloomberg.com/news/article...