GoKawiilInvestors warn AI startups are inflating ARR to fake product-market fit
At TechCrunch Disrupt, Iconiq partner Anu Bharadwaj, Sapphire Ventures partner Rajeev Dham, and Superhuman founder Rahul Vohra discussed how startups are obscuring whether their revenue is true annual recurring revenue or just annualized run rate from short-term pilots. Bharadwaj said founders often avoid specifying which metric they're citing, and warned that revenue concentrated in a few customers or easily replaced by competitors signals weak product-market fit.