Re:CoreWeave bond yield tops 16% as AI credit stress rises
by grey-area on Wednesday November 11, 2026 @04:11AM
(#50451208)
Yes I'd like to see a real farm valued with the same tricks that these startups use like ARR and EBITDA. It would make an interesting satire.
ARR based on October revenue 400% higher than GAAP revenue.
Net Revenue Retention: 1,000%
After all one seed potato creates 10 more potatoes - infinite replication! We estimate soon we will 10x the no of potatoes in the world.
EBITDA - the severe frost last year is a one-off non-recurring event, fertiliser is an R&D cost, seed is a growth investment. Land rent is not considered a core cost and therefore removed. Depreciation, interest, taxes all taken off the figures because somehow they don't count.
ARR based on October revenue 400% higher than GAAP revenue.
Net Revenue Retention: 1,000% After all one seed potato creates 10 more potatoes - infinite replication! We estimate soon we will 10x the no of potatoes in the world.
EBITDA - the severe frost last year is a one-off non-recurring event, fertiliser is an R&D cost, seed is a growth investment. Land rent is not considered a core cost and therefore removed. Depreciation, interest, taxes all taken off the figures because somehow they don't count.