Clouded Judgement - 3.28.25 - The New AI Risk Curve
Clouded Judgement
MARCH 28, 2025
Any disruption of service at this facility could harm our business… We currently intend to add a second data center facility in 2008, the primary purpose of which is to add capacity. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).
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