Great piece! Another topic of consideration for further demonstration of this concept are Riemann sums and discrete integrals. Those are what you'd want to use to model the relationship between ARR and revenue because they involve iterative step calculations (MRR and ARR are calculated in finite intervals of 1 mo and 1 yr) as opposed to integrals on continuous functions. But I also think continuous functions are sufficient for creating useful estimations.

To your point at the end of the article; continuous functions may not be sufficient models for real-life business phenomenons, but they are definitely good proxies. This is esp true for larger data sets (i.e. mature public companies). Do you think this approach is equally useful for young startups doing internal modeling?

Great piece! Another topic of consideration for further demonstration of this concept are Riemann sums and discrete integrals. Those are what you'd want to use to model the relationship between ARR and revenue because they involve iterative step calculations (MRR and ARR are calculated in finite intervals of 1 mo and 1 yr) as opposed to integrals on continuous functions. But I also think continuous functions are sufficient for creating useful estimations.

To your point at the end of the article; continuous functions may not be sufficient models for real-life business phenomenons, but they are definitely good proxies. This is esp true for larger data sets (i.e. mature public companies). Do you think this approach is equally useful for young startups doing internal modeling?

This is the level of finance nerdery I aspire to