Nick T pfp
Nick T
@nt
it pays to be an llm wrapper https://x.com/felixhhaas/status/1948023305396711695?s=46
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Sol Su 🌞 pfp
Sol Su 🌞
@sirsu.eth
but how much of that 100m arr is just investor funds counted as revenue? It might be that I'm spoiled with dune charts but I'd like to see the rev sources.
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CHRIS DOLINSKI pfp
CHRIS DOLINSKI
@1dolinski
counting funding as ARR is a blunder
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Sol Su 🌞 pfp
Sol Su 🌞
@sirsu.eth
Its more common than you think
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CHRIS DOLINSKI pfp
CHRIS DOLINSKI
@1dolinski
still a blunder and non-standard
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Sol Su 🌞 pfp
Sol Su 🌞
@sirsu.eth
A blunder is a mistake, unintentional When startups commonly make the same “mistake” its no longer a blunder
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CHRIS DOLINSKI pfp
CHRIS DOLINSKI
@1dolinski
ok -- it is a stupid mistake, it doesn't represent ARR
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Sol Su 🌞 pfp
Sol Su 🌞
@sirsu.eth
That’s exactly my point. Unless there’s clear rev sources the more commonly used bs is pulling what your investment was and reporting it as revenue Its not supposed to represent ARR but many startups do so to inflate their value which is false reporting If you checked my other comments you’d see the context im coming from
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