ARR
The discussion treats ARR as a potentially misleading proxy for realised revenue, with Bob Elliott stressing that the two are not equivalent 1. Elliott also challenged an unsourced estimate that OpenAI ARR had reached $70bn, saying the figure was closer to $50bn 4, while Warren Pies used alternative combined-lab ARR assumptions to argue that lower figures would still imply very rapid growth 3. Pies additionally argued that higher rates could put roughly 25% of lab ARR at risk through weaker venture funding and startup demand 5.
From the window to Oct 11, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
5 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
- Bob Elliott 4 mentions
- Warren Pies 1 mention
See what your own voices say about ARR, every morning.
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