VRR: Vibe Revenue Run-Rate

The new scientific standard for AI valuations. Because "Cool" isn't a business model.

Startup Audit Inputs

$10M
Shallow WrapperDeep Infrastructure
CommodityUnique Moat
15%
Audit Status: DANGER

Reported ARR

$10M

Calculated VRR

$0.5M

Revenue Reality Comparison

Reported ARR$10M
Vibe Revenue Run-Rate (VRR)$0.5M
The "Vibe Gap" (Novelty Inflation)-$9.5M

Vibe vs. Value Indicators

Vibe Indicators

  • • Usage spikes only on weekend hobbyist launches.
  • • Zero friction to export data and leave.
  • • Growth comes primarily from "AI influencer" tweets.
  • • Retention drops significantly after 3 months.

Value Indicators

  • • High "Boring Day" usage (Tue-Thu).
  • • Product contains proprietary, persistent data.
  • • Integrated into the user's primary API stack.
  • • Users complain when the *product* (not model) is down.

Low Switching Costs

AI startups often lack "data gravity." If a better model arrives, curiosity capital evaporates in days.

The "Wrapper" Trap

ARR doesn't reveal if you're selling intelligence or software. VRR isolates the software value.

Habit Horizon

Most AI revenue is "Tourist" revenue. Real value begins after the 150-day novelty window.

Built for the Pragmatic VC & Serious AI Founder. Protect your capital, value the habit.
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