Discussion
Loading...

#Tag

Log in
  • About
  • Code of conduct
  • Privacy
  • Users
  • Instances
  • About Bonfire
Hacker News
Hacker News
@h4ckernews@mastodon.social  ·  activity timestamp 2 hours ago

The moment GMV is labeled ARR, the business is built on sand

https://oswarld.com/eng/insight/250816_ai-arr-illusion-gmv-vs-arr

#HackerNews #GMV #ARR #businessmodel #sandillusion #finance

The ARR Illusion in the Age of AI

This article examines why the practice of AI startups disguising GMV as ARR distorts business sustainability. It redefines the true meaning of ARR and analyzes how the revenue structure of many AI companies resembles a brokerage or reseller model rather than SaaS. Using the analogy of investors who only inflate transaction volume, it presents—from a consulting perspective—why repeatability, margins, and control are far more critical than the magnitude of the numbers.
  • Copy link
  • Flag this post
  • Block

bonfire.cafe

A space for Bonfire maintainers and contributors to communicate

bonfire.cafe: About · Code of conduct · Privacy · Users · Instances
Bonfire social · 1.0.1-alpha.41 no JS en
Automatic federation enabled
Log in
  • Explore
  • About
  • Members
  • Code of Conduct