Viral essay to VCs: "Forget about the ARR" when diligence AI deals
alex_verem · x · 2026-08-21
Investor alexverem amplifies an essay aimed at GPs and operating partners, "Forget about the ARR." The author argues that while experienced deal teams love claiming they run thorough diligence, the piece intends to show that for AI deals, they actually don't — implying ARR and conventional metrics no longer capture the quality of AI software companies.
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