← Back to context Comment by 101008 8 hours ago revenue is not profit 3 comments 101008 Reply lokar 8 hours ago And EBITA is not GAAP trgn 8 hours ago in no world is 30B ARR a bad thing sensanaty 8 hours ago If 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.
trgn 8 hours ago in no world is 30B ARR a bad thing sensanaty 8 hours ago If 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.
sensanaty 8 hours ago If 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.
And EBITA is not GAAP
in no world is 30B ARR a bad thing
If 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.