If he meant that he would've said July revenue, not ARR. ARR means it's multiplied by twelve.

She, and we do not have the direct quote. It's a paraphrase, and the report can't seem to decide whether they're talking about revenue or growth. If she was talking about growth, "the ARR growth in July exceeded the ARR growth of Q2" is perfectly coherent.

https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells...

OP is way overinterpreting something we don't even have verbatim in a way that unfortunately resembles what they're rightly accusing Zitron of.