> A normal metric isn't a magic trick. It's just the number it is.
ARR as a number for steady business or public company is much simpler, ARR for companies at this early stage fueled by the motivation for IPO is more than just a number. Its an attempt to convince the market for a certain outcome without revealing the books
> Accelerating (not just fast) revenue growth at an astounding rate
This acceleration is fueled by somewhat artificial demand (AI mandates by executives across the board, still figuring out the realistic use cases) and subsidized pricing. The expenses matter cause they are the ones which are going to dictate if the business is sustainable or not.
> ARR as a number for steady business or public company is much simpler, ARR for companies at this early stage fueled by the motivation for IPO is more than just a number. Its an attempt to convince the market for a certain outcome without revealing the books
Of course ARR is simpler for less dynamic companies. Tautology.
Of course a PR is a communication to the market. Also a tautology.
You are framing functional numbers and behavior as fraudulent because... a newsy PR isn't a formal disclosure?
Cynicism is fine. However: accusations should reference some evidence, not just distrust.
ARR as a number for steady business or public company is much simpler, ARR for companies at this early stage fueled by the motivation for IPO is more than just a number. Its an attempt to convince the market for a certain outcome without revealing the books
> Accelerating (not just fast) revenue growth at an astounding rate
This acceleration is fueled by somewhat artificial demand (AI mandates by executives across the board, still figuring out the realistic use cases) and subsidized pricing. The expenses matter cause they are the ones which are going to dictate if the business is sustainable or not.