ARR DOESN'T NEED A REDEFINITION

Summary from the TLDR Founders newsletter

Everyone's panicking about how to measure ARR with AI's usage-based pricing, but ARR was never that clean. Snowflake is entirely usage-based yet valued as recurring revenue. Datadog mixes flat fees with variable metrics. Even traditional SaaS has messy pricing - customers can be charged by seats, active users, and usage tiers all at once. What makes revenue "recurring" isn't whether it's fixed monthly, it's whether you can predict it with confidence. Your job is to define ARR honestly for your business model, not game it to fit some perfect definition.