> The reality is that it's not his predictions that matter, but his data, which is almost always correct as of time of writing. If you ignore his opinions, the data presented on liabilities, spend, revenue, loans, commitments, etc across Coreweave, Stargate, Oracle and all of the usual AI companies is, as far as I can tell, correct.

Yeah, I think that he does well with sources and data. I also think that his editorialising can be off-putting for lots of people. I kinda enjoy it, but accept that I have niche tastes.

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simianwords 4 hours ago | parent [-]

> Yeah, I think that he does well with sources and data

He's not even good at that, here's him not understanding what ARR means and fumbling a simple calculation and refusing to fix it.

https://x.com/binarybits/status/2031392856401666362

Not only not understanding ARR, he simply doesn't do data analysis properly - he misses some few months and days in his calculation to prop up his point. This is a mistake chatgpt would have caught.

https://x.com/binarybits/status/2034377838883700953

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lelanthran 4 hours ago | parent | next [-]

> He's not even good at that, here's him not understanding what ARR means and fumbling a simple calculation and refusing to fix it.

Do you have a link to his blog where he gets the ARR wrong?

True, I haven't much of his posts, but the one or two I recall reading with ARR in it didn't seem to have fumbled the calculations.

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disgruntledphd2 4 hours ago | parent | prev [-]

> understanding what ARR means

Can you share me the official meaning of ARR? Preferably on a GAAP basis. Should be no problem, right?

	▲	simianwords 3 hours ago \| parent [-]
		ARR has no official GAAP definition, but is generally understood as the annualized value of a company's current recurring revenue base. This is something Ed clearly doesn't understand https://x.com/edzitron/status/2031124650474852382 And you haven't addressed the fact that he doesn't do simple data calculations - see his blog https://www.wheresyoured.at/the-beginning-of-history