Clouded Judgement - 3.28.25 - The New AI Risk Curve
Clouded Judgement
MARCH 28, 2025
If we look at the NetSuite S-1 (filed in 2007) they said this: “We use a single data center to deliver our services. Fast forward to the launch of AWS and the public cloud. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).
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