In any other industry, this is the death knell for your company. It's only in tech where the investors drop so much money on early investments, that companies can get away with losing money for "2-3 years".
>The revenue growth -- assuming these investors are not all colluding to fudge these numbers on a grand scale -- is way higher than what most have seen before.
As a matter of strict numbers? The revenue growth could be higher just because of inflation.
You really seem to be doing a Gish Gallup here of links, which don't really prove any of your points. If there are specific metrics you can point to in these links that prove your point, then please call that out, but every one of these that I have clicked on has felt like a nothing burger.
> Menlovc link: is just talking about investment in AI, which proves my point
> FT: Paywall
> Stripe: You've got correlation, but not causation. An alternative thing you're proving could be that more investment in the space makes it easier to bring a product to market and earn revenue (How does this compare to SaaS Startups 5-10 years ago)
> Medium Link: is more of "proving my original point"
> CNBC: It's not clear what the metric is here that's making your case
> a16z: It looks to me like, this is actually proving the point that every one of these is considering "investments" as "revenue" which is wild.