$30B ARR says otherwise.

Sayrus 6 hours ago | parent | next [-]

ARR says nothing about the ability of these companies to retain customers once subsidies stop.

101008 6 hours ago | parent | prev [-]

revenue is not profit

lokar 5 hours ago | parent | next [-]

And EBITA is not GAAP

trgn 5 hours ago | parent | prev [-]

in no world is 30B ARR a bad thing

	▲	sensanaty 5 hours ago \| parent [-]
		If they're spending 60B anually then that is bad. Obviously none of us know what their real burn rate is, but revenue is an irrelevant number if you don't have the full picture.