3 ms·$30B ARR says otherwise.by nl 6mo ago$30B ARR says otherwise.Sayrus 6mo agoARR says nothing about the ability of these companies to retain customers once subsidies stop.101008 6mo agorevenue is not profittrgn 6mo agoin no world is 30B ARR a bad thingsensanaty 6mo agoIf 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.lokar 6mo agoAnd EBITA is not GAAP