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Investor skepticism is growing around the revenue claims powering the AI boom.
4+ day, 8+ hour ago (645+ words) Few metrics thrill Silicon Valley investors more than surging annual recurring revenue (ARR). In the AI boom, however, VCs are increasingly skeptical of what that number actually represents. "The amount of VC-backed AI companies lying about their ARR publicly is…...
AI boom has echoes of Enron but isn't doomed to disaster, tech guru says
3+ week, 6+ day ago (528+ words) Today's tech titans are using similar financial tactics to Enron, but that doesn't mean they're careening toward disaster, one AI guru says. Enron, an energy supplier and trading powerhouse, collapsed into bankruptcy in 2001 after it was revealed to be a…...