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6️⃣ @hi_im_six ·
This is also not ARR - I think if Emergent just spoke with the publications to say “hey we heard you talk about our ARR but that’s not what we’ve talked about…can we educate you on financial metrics and their terms so you don’t investigate us under false pretenses”
Mukund Jha Mukund Jha @mukundjha ·
1 of 5 payment gateways
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DC5 Tom
DC5 Tom @dc5tom ·
Before the @MLB expands they should figure out how players already making $300mil arr not clutch
Kelly Neill
Kelly Neill @_kelly_neill_ ·
Replying to @_kelly_neill_
@ValerieAnne1970 They did this with the Covid vaccines, too, so that the Pfizer vaccine showed a 95% RRR, meaning a 95% lower risk of infection in the vaccinated group, where in the same Pfizer trial, the ARR for the vaccinated group was approximately 0.7%.
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Vexxter
Vexxter @Vexxter4sure ·
You know why I know for certain this take is crap? Because coincidentally enough I was interviewing with a YC startup doing exactly the same thing which OP is suggesting, here's a small snippet of their take home assignment and spoiler alert they aren't doing 10 million ARR
Evis Drenova Evis Drenova @evisdrenova ·
If you're technical and understand AI (you don't have to be a researcher) you could prob make $10M/year implementing AI at hedgefunds across the country.
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Anubha Maneshwar
Anubha Maneshwar @anubhamane4 ·
never seen so much ARR in my life that i have on my feed rn😭
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Cihad Turhan
Cihad Turhan @CihadTurhan ·
Replying to @kenedylounge
@kenedylounge @alchemistsgamex Daha ne dediğini bilmiyor. ARR demek istemiş MRR yazmış. Hadi 3333 buldun en fazla saçma sapan vibe code uygulamaları yıllık $25’e satarsın. Her ay da bu kadar kullanıcı için “en az” 33330 kullanıcı indirmesi lazım (%10 en azından benim gördüğüm bir sayı). Gerisini sen hesap et.
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Suraj Naik
Suraj Naik @surajnaik2003 ·
Replying to @sidbharth
@sidbharth @emergentlabs The ARR calculation trick doing the rounds right now, annualising a single minute of peak revenue, is creative accounting at its most audacious. Publications investigating it are doing exactly what a maturing ecosystem needs: holding the signal-to-noise ratio accountable.
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Ossai of Enugu
Ossai of Enugu @ossaivictor1_ ·
We need to arr£st the person that did this custom in 2026
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6️⃣
6️⃣ @hi_im_six ·
Anyone else confused about this whole situation? Rev run rate ARR Revenue in the bank Accrued Revenue All be counted differently and all be correct?
6️⃣ 6️⃣ @hi_im_six ·
@MohapatraHemant I’m confused because the scoop was about ARR. but you mentioned accrued revenue, then said revenue in the bank, then said run rate All four of those could be different numbers and still be 100% accurate
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Leandro
Leandro @Invesquotes ·
As an Adobe shareholder (which I was) I would be concerned with 4 things (which doesn’t mean the thesis can’t play out): 1. ARR decelerating for 9 straight Qs 2. Shantanu leaving with no replacement in place (weird) 3. Company buying back a lot of shares but insiders not purchasing stock in the open market 4. Lack of disclosures in some metrics which would clarify the AI disruption risk (for example the % of revenue that is enterprise vs individual licenses) $ADBE
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6️⃣
6️⃣ @hi_im_six ·
Replying to @MohapatraHemant
@MohapatraHemant I’m confused because the scoop was about ARR. but you mentioned accrued revenue, then said revenue in the bank, then said run rate All four of those could be different numbers and still be 100% accurate
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Konnor Andersen
Konnor Andersen @Konnor_Andersen ·
Cyberstarts goal for GTM traction in cyber: “4x 4x 3x 3x of new ARR added” So in year 1 if you do $1 in ARR, Year 2 you’d add $4M, Year 3 would add $16M, Year 4 an additional $48M, And then year 5 adds $144M! It’s the first time I’ve heard cyber specific metrics!
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Aakash Gupta
Aakash Gupta @aakashgupta ·
Perplexity trades at 100x revenue on technology it rents from other companies. $200M ARR. $20B valuation. 250 employees. Zero proprietary models. The entire product is a routing layer that picks which company's AI to use for which task, then wraps the output in a clean interface. That math only works if the routing layer stays independent. And the independence thesis is already cracking. OpenAI launched operator and deep research. Google shipped Gemini with real-time search baked in. Anthropic built tool use and computer use directly into Claude. Every model provider looked at Perplexity's product and said "we should own that workflow ourselves." The enterprise usage data in the tweet tells the real story. January 2025: 90% of tasks ran on two models. December: no single model held 25% share. That fragmentation is Perplexity's entire value proposition. The second any single model gets good enough at everything, the routing layer becomes overhead. Perplexity's counter-bet is that convergence never happens. That the model landscape stays fragmented forever, that no single provider ever builds a good enough end-to-end product, and that 400+ app connectors create enough switching cost to survive the squeeze. They bid $34.5B for Chrome in August. They dropped ads entirely in February and went subscription-first. They're racing to become a platform before the orchestration layer they built gets absorbed into the models themselves. The Stripe comparison in the tweet is exactly right, and exactly the risk. Stripe works because banks will never build good software. The question is whether AI labs are banks or whether they're the software companies that killed the banks' distribution advantage. $200M in ARR at 100x is a bet that the answer is banks. If the answer is software companies, the 100x becomes a 10x before the next funding round.
Aakash Gupta Aakash Gupta @aakashgupta ·
Perplexity is a $20 billion company that built zero AI models. Their product sits on top of 19 models made by other companies. Claude for reasoning. Gemini for research. GPT-5.4 for long context. Grok for lightweight tasks. Nano Banana for images. Veo 3.1 for video. You write cks the best model combo for the job, spawns sub-agents in parallel, and runs the whole thing in a cloud sandbox while your laptop is closed. 400+ app connectors. Gmail, GitHub, Snowflake, Salesforce, Ahrefs, Shopify. Read and write access. One prompt can scrape your competitors, pull live financials from FactSet, query your data warehouse in plain English, and push a finished report to Google Slides. No API keys. No terminal. The enterprise usage data tells you where this is heading. In January 2025, 90% of enterprise tasks on Perplexity ran on two models. By December, no single model held more than 25% of usage. A new frontier model launched every 17.5 days in 2025. Each one brought different strengths. The era of picking one model is ending. Perplexity built none of the intelligence. They built the routing layer that makes the intelligence usable. Stripe didn't build the banks. Google didn't build the websites. The value is in making complexity disappear. Four of the Mag Seven already use Perplexity's search API in production. Every model provider is now building orchestration in-house. The question is whether the routing layer stays independent or gets absorbed. I wrote the complete guide to using Computer without wasting credits. 6 use cases, the prompt spec that controls cost, honest limitations. aibyaakash.com/p/perplexity-c…
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