This joke tweet shows why ARR is the wrong metric in the age of AI.

ยท Bits and Bobs 8/4/25
  • This joke tweet shows why ARR is the wrong metric in the age of AI.
    • "I'm excited to announce that I'm starting my next company ๐Ÿš€
    • We give customers $100 and they give us $10 back
    • We're going to be the fastest company in history to hit $100M ARR
    • Just need to raise $1B
    • Who's in?"
    • ARR being the most important metric assumes zero marginal cost.
    • That was a good assumption in the world of Saas.
    • But it's a bad assumption in AI!

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