@kirbyourenthusiasm: AI valuations are verrrry hyped bcos of weird ARR calculations #hypecycle #arr #aitok #techtok #financetok #valuation #ai #agenticai

Kirby
Kirby
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Thursday 03 July 2025 21:57:25 GMT
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coded_closets
coded closet :
90% churn and raising off that arr is INSANE
2025-07-03 21:59:45
10
kirbyourenthusiasm
Kirby :
Retention should be the new North Star in ai land!!
2025-07-03 21:58:09
5
kellyrodman18
Kelly Rodman :
This is so well articulated. I’ve churned off so many ai tools like bolt but they seem to be doing amazingly. How do people standardize arr calculations?
2025-07-03 22:06:33
4
cora29769
cora :
The ai bubble is real
2025-07-03 22:01:54
3
kellyrodman18
Kelly Rodman :
Separately how did you move from IB to AI
2025-07-03 22:31:07
2
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