The most pointless kind of dunking is dunking “on behalf” of someone else. Everyone thinks they’re doing the startup ecosystem/investors a service by saying that someone’s revenue might not recur. But investors are fairly sophisticated about this and know the difference. They know these companies are acquiring the distribution and user base right now and will hopefully generate profit as token prices continue to fall. This is what investors are betting on. Annualised revenue is simply an indicator metric of growth. Most AI companies globally report this and therefore it is a useful score to compare these companies against each other in the first innings of the AI race.

→ View original post on X — @waitin4agi_, 2026-03-29 11:26 UTC