Eric Rea(@ericwilliamrea):Rational thoughts from the legendary @gokulr. No matter how you cut it, at some point your business has to make money, or it ceases to be a business.

2026.09.25 15:32

Rational thoughts from the legendary @gokulr. No matter how you cut it, at some point your business has to make money, or it ceases to be a business.

Gokul Rajaram@gokulr

2026.09.25 14:08

ARR growth in isolation without looking at the burn is basically irrelevant. It means that the company might be entirely dependent on continually tapping capital markets for survival. Now in rare cases, that’s perfectly fine, but for most companies, that are not 1 => 50 in a year growers, they need to operate and grow efficiently, such that they don’t die when the markets turn.

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