AI ARR: Real Revenue or a Mirage?
Update: 2025-09-28
Description
AI startups are boasting insane revenue numbers, but is it real? Investors are getting skeptical as companies stretch the definition of ARR, including short-term deals and pilots. With old SaaS metrics failing to capture the nuances of AI, the pressure to show growth is leading to vibe metrics that might be a mirage. Is this a bubble waiting to burst, or is it time for new ways to measure success in the age of AI?
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