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annual recurring revenue

also referred to as: arr

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 29, 2025 by Tony Conrad · across every show →

Everything said about annual recurring revenue, oldest first

Aug 29, 2025 bullish
Prediction Not checkable as stated
Tony Conrad: True Ventures Portfolio Company Will Hit $150M AI ARR
“We have one portfolio company that, and these are real numbers, not venture numbers... It's already unicorn status valuation that opened a new in December had zero revenue around this new product line. And this year ends at minimum one 50 AR are on that busine…”
Tony Conrad Aug 29, 2025 ▶ 30:39 #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad · More or Less Podcast
Apr 10, 2026 bearish
Opinion
Dave Morin: ARR is no longer a viable metric in pay-per-token AI
“ARR is no longer a viable metric when the actual business model is pay per token.”
Dave Morin Apr 10, 2026 ▶ 11:08 Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI
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