AI Influenced ARR

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about AI Influenced ARR, every show

20VC 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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