Clouded Judgement 1.12.24 - Hard Truths
Clouded Judgement
JANUARY 12, 2024
Every type of investor was broadly operating in a “risk on” mindset given the ZIRP environment, and the venture capital ecosystem was no exception. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Securities and Exchange Commission.
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