Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
Do you remember eyeballs and clicks as the measures of success of internet companies during the first web wave of the late 1990s? Now, AI firms are touting net revenue retention (“NRR”) as their performance metric. While this data is as unreliable as the former generation’s measures, it serves as a reliable indicator of a bubble.
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