Very True by Verissimo

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/edit
https://alexoppenheimer.substack.com/p/inventing-arr
https://alexoppenheimer.substack.com/p/calculus-in-saas