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This is not lying, that is just what run rate revenue means! It makes sense to use as a metric when a company’s user base is growing as fast as Anthropic’s is.


It makes sense to be extremely misleading about actual accounting figures? In what world is it okay to say you have $19b in ARR when you have only ever generated $5b for the entire duration of your company's existence?

Did Enron start a business school I'm unaware of something?


> In what world is it okay to say you have $19b in ARR when you have only ever generated $5b for the entire duration of your company's existence?

In the same world that it makes sense to say that your current speed is 57mph when you've only driven 15 miles since starting the trip.


hah that’s a great way to explain it


sir if you say a number is $19B and everyone who is invested knows what it means, is there a problem?




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