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Silicon Valley investors say annual recurring revenue, a popular metric with AI startups, cannot be trusted because it has no SEC definition and can be massaged (Annie Bang/Bloomberg)

Techmeme 07 April 2026 2h ago
Silicon Valley investors say annual recurring revenue, a popular metric with AI startups, cannot be trusted because it has no SEC definition and can be massaged (Annie Bang/Bloomberg)
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Annie Bang / Bloomberg : Silicon Valley investors say annual recurring revenue, a popular metric with AI startups, cannot be trusted because it has no SEC definition and can be massaged — The co-founder of Cluely — an Andreessen Horowitz-backed startup with the motto, “Cheat on everything” …
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