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Episode #50: What Does ARR Mean?, High Agency in Silicon Valley, Debt Fueling The Next AI Wave
We start with a Fortune article on how founders are using “creative accounting” to boost ARR, once the gold standard for SaaS success and now a much murkier metric in the AI era. What used to be a reliable sign of recurring revenue has drifted into “vibe revenue,” and we talk about what that means for investors and founders trying to benchmark growth. Next, we dive into Jasmine Sun’s blog on Silicon Valley’s cultural lexicon, “high agency,” “NPCs,” “996,” “taste,” and “decel/doomer.” These memes reflect deeper anxieties about meaning, ambition, and the pressure to win in today’s AI-driven…
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