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GAAP revenue

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Apr 17, 2025 by Rory O'Driscoll · across every show →

Everything said about GAAP revenue, oldest first

Apr 17, 2025 negative
Disclosure
O'Driscoll: Scale Venture Partners shifts focus from ARR to GAAP revenue
“I mean, we've started really focusing on GAAP revenue now because ARR is a made up number and GAAP numbers are fact.”
Rory O'Driscoll Apr 17, 2025 ▶ 1:24:25 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
Jul 9, 2026 positive
Assertion Supported
O'Driscoll: OpenAI reached $12B and Anthropic $4B in GAAP revenue
“The rate at which, you know, OpenAI and Tropic got to four and twelve billion, respectively, other way around, sorry, 12 and four billion, respectively, in GAAP revenue, never before seen, right?”
Rory O'Driscoll Jul 9, 2026 ▶ 1:14:18 Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
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