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From Eyeballs to ARR: Buzzy Pricing Metrics and the AI Trade

AI · 2026-10-23 00:05

达摩达兰撰文审视从用户注意力到年度经常性收入等流行估值指标的演变，并以Anthropic的IPO定价为切入点讨论AI投资逻辑。

Source: aswathdamodaran.substack.com

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