> Okay so Q3 ARR at $67.8bn versus $46.2bn for Q2, +47% QoQ. Turns out tokenmaxxing's end over the summer slowed revenue growth versus an absolutely torrid 100%+ growth rate in Q1/Q2 but 46% sequential is still eye-popping

There is an unbelievably enormous difference in 100% vs 47% -> and when you look at the 2nd derivative this is REALLY REALLY REALLY bad.

I mean, the growth is astounding and incredible. It does not bode particularly well for a ~$2T valuation.