annualized run rate
Ed Zitron argued that annualized run rate is not useless but is dangerous when companies do not define it 2. He said Anthropic’s reported figure may have been calculated by multiplying a single day’s revenue by 365, and criticised the resulting media and market interpretation 12. He also questioned OpenAI and Anthropic figures that annualize non-recurring API usage or minimum-spend commitments, rather than contracted recurring revenue 2.
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
1 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Lisa DiGiulio 1 mention
- Michael Pettis 1 mention
- Ed Zitron 1 mention
- Melissa Jeltsin 1 mention
See what your own voices say about annualized run rate, every morning.
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