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simianwords 4 hours ago

> 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

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.

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