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Is ARR Dead? Wait, What Even is ARR? episode artwork

EPISODE · Nov 2, 2025 · 26 MIN

Is ARR Dead? Wait, What Even is ARR?

from Very True by Verissimo · host Alex

Is ARR dead with the advent of AI companies? Do we even know what ARR is? Why does it matter? Why is everyone so confused about it? Nerding out on tech finance finance, yet again. related posts: https://docs.google.com/presentation/d/1CUxLWt16Ky5eulArPm4cTSubkZWQ8rkBDPVZWHwJxUU/edithttps://alexoppenheimer.substack.com/p/inventing-arrhttps://alexoppenheimer.substack.com/p/calculus-in-saas  

Episode metadata supplied by the publisher feed · Published Nov 2, 2025

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Is ARR Dead? Wait, What Even is ARR?

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