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7 atoms · 跨 1 天 · 首见 2026-05-28 · 最近 2026-05-28

三色: 🟦 fact 0 · 🟥 take 7 · stance ▲0/▼6/◆0

来源: X 7

时态: fresh:7

标签: 好观点:6 · 好问题:1

叙事 (narrative) (7)

• 2026-05-28 · CARR定义
  CARR is contracted ARR. So it allows you to count revenue that's not live yet
  tags: 好观点 · → daily
• 2026-05-28 · CARR易操纵评价
  It's a very easy metric to game
  tags: 好观点 · → daily
• 2026-05-28 · 报告3个月试用期作为ARR现象
  There are people reporting 3-month pilots as ARR, and they're free pilots
  tags: 好观点 · → daily
• 2026-05-28 · 创业公司利用承诺堆叠操纵ARR
  companies stacking all these commitments where they'll switch on billing once they deliver X with their forward-deployed engineers. But what happens if they miss that, or if that gets delayed? And they're reporting it upfront as ARR. But they're not actually at the point where the ARR is live
  tags: 好观点 · → daily
• 2026-05-28 · 阶梯合同操纵ARR手法
  the step-up contract where Year 1 is 25% of the cost, Year 2 is a little higher, Year 3 is higher. People are either amortizing that back over the period to get a higher average or even taking the Year 3 amount
  tags: 好观点 · → daily
• 2026-05-28 · 复杂实施承诺风险
  You have these really complex implementations where you might be promising a customer, 'We'll build this feature, and once we build it, then we'll start billing you.' What happens if you don't build that feature?
  tags: 好问题 · → daily
• 2026-05-28 · 加速器公司虚报ARR现象
  Coming out of accelerators, saying they have a million ARR, and they look under the hood and it's just all pilots that haven't converted yet
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-05-28 · narrative · CARR定义 · → daily
• 2026-05-28 · narrative · CARR易操纵评价 · → daily
• 2026-05-28 · narrative · 报告3个月试用期作为ARR现象 · → daily
• 2026-05-28 · narrative · 创业公司利用承诺堆叠操纵ARR · → daily
• 2026-05-28 · narrative · 阶梯合同操纵ARR手法 · → daily
• 2026-05-28 · narrative · 复杂实施承诺风险 · → daily
• 2026-05-28 · narrative · 加速器公司虚报ARR现象 · → daily

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