We don't have a recent ARR, and their ARR calculation has had irregularities. They really do seem to have eyepopping ARR growth no matter how you slice it, though, but I kind of imagine also eyepopping churn, because of the commodity nature of LLM, even if they claim top bottom and sideways that they decommoditized LLM.
I don't think ROIC on a company that creates superintelligence is infinite. Nothing can defy physical law, nothing can teleport, nothing can reduce the universe's entropy, nothing can go faster than C, so there are structural limits keeping everything finite. Infinities turn people nuts, generally.
> We don't have a recent ARR, and their ARR calculation has had irregularities.
What do you mean by ARR though?
Is there an Annual Recurring Revenue published at all?
They've published several Annualized Run Rates, but this is, basically, a bullshit figure you cannot trust because it can be made to say a lot of positive things based on one-off events.
They aren't the same and the latter is essentially always intended to at the very least paint a rosy picture.
I don't think ROIC on a company that creates superintelligence is infinite. Nothing can defy physical law, nothing can teleport, nothing can reduce the universe's entropy, nothing can go faster than C, so there are structural limits keeping everything finite. Infinities turn people nuts, generally.
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