AI industry's obsession with ARR: an easily manipulated metric with no standard definition

zijing_wu · x · 2026-10-09

zijingwu argues that almost the entire AI industry now treats ARR rather than revenue as its key financial metric. She calls the metric extremely easy to manipulate and notes there isn't even a standard definition — one lab's math can differ completely from another's — and finds it insane that this is tolerated.

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