Comment by dcre
12 hours ago
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.
Are you just speculating now? No source mentions growth.
The source you linked says: "Friar told staffers that annualized recurring revenue in July was higher than in the second quarter as a whole."
If we're charitable that means they annualized the quarter, i.e. multiplied by 4.
Which, if both measures are ARR, just means that a single month outperformed the average of three months, which is something that happens 50% of the time. Something you can opportunistically say whenever the coin flips the right way.
The less charitable reading is even worse, that one month's revenue times 12 is more than three months worth of revenue. Because duh.
Neither of these makes any sense.