AI-influenced ARR

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 18, 2025 by Jason Lemkin · across every show →

Everything said about AI-influenced ARR, oldest first

Sep 18, 2025 negative

Insight

Lemkin: Reporting 'AI-Influenced ARR' Signals Weak Real AI Revenue

“Any public company quoting billions of AI-influenced ARR does not believe they will have billions of real ARR.”

Jason Lemkin Sep 18, 2025 ▶ 1:28:26 Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings

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AI-influenced ARR

Everything said about AI-influenced ARR, oldest first

Turn any episode into a week of clips.