Cloud 100
other on 3 shows · 15 statements across 5 episodes · said 38 times in 9 episodes since 2018
the Official SaaStr Podcast 31 
20VC 6 
Top Founders 1
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the Official SaaStr Podcast 3120VC 6Top Founders 1
2025 5 mentions in 1 episode
2023 13 mentions in 2 episodes 7 per episode
2021 15 mentions in 3 episodes 5 per episode
- State of the Cloud 2021 with Bessemer Venture Partners | SaaStr Software Community
- The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community
- 20VC: The Twilio Memo: Bessemer's Byron Deeter on How a $125K Initial Check Became Bessemer's Largest Position, What The Influx of Late-Stage Capital Means For Venture Today & Why The Incumbent Advantage Is Now An Incumbent Disadvantage
- every mention in 2021, scene by scene →
2019 3 mentions in 2 episodes 2 per episode
2018 2 mentions in 1 episode
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15 statements about Cloud 100, every show
Bessemer Cloud 100 List Reaches $1 Trillion Aggregate Private Value
“We're over a trillion dollars In private market cap now among just the top 100 cloud AI companies right now which is just a astronomical number to consider.”
D'Onofrio: Cloud 100 aggregate valuation dropped 11% year-over-year to $659 billion
“This year for the first year,
The aggregate value of the Cloud 100 actually decreased year over year by 11%, still to a phenomenal 650, fifty nine billion dollars.”
D'Onofrio: 23% of Cloud 100 will achieve profitability by late 2023
“23% of cloud 100 companies will be profitable by the end of this year, 2023, and two thirds are planning to be profitable by the end of 2024.”
D'Onofrio: Average Cloud 100 company growth plummeted to 55% in 2023
“The average growth rate in a cloud-one-hundred business in twenty-twenty-two was a hundred percent, and this year went down to 55%.”
D'Onofrio: Average Cloud 100 valuation multiple compressed to 26x in 2023
“In 2021, the average cloud 100 multiple was 34 times, decreasing to 30 times in 2022, and 26 times in 2023.”
D'Onofrio: 55% of Cloud 100 launched Generative AI features within months
“In the past eight months alone, 55% of cloud 100 companies have launched a generative AI product or feature.”
D'Onofrio: Cloud 100 average multiples grew from 9x to 34x
“The average cloud 100 company, so the top cloud companies in the world at any one moment, had a nine X ARR multiple in 2016, increasing 270% until 2021, where it earned a 34 X multiple.”
D'Onofrio: Cloud 100 average growth rates rose from 60% to 90%
“Again, out of the best cloud companies in the world, it was, they were growing an average of 60% in 2017, increasing to 90% in 2021.”
D'Onofrio: Data infrastructure and fintech held highest 2021 Cloud 100 value
“What we've seen in the last 12 months is that these two segments have grown dramatically thanks to COVID tailwinds and the broader trends towards cloud adoption, and these two segments actually represented the highest total valuation of subsectors on this year…”
Deeter: Fintech was the fastest-growing segment on the 2021 Cloud 100 list
“The fastest growing segment within our cloud 100 list this year was fintech”
D'Onofrio: Forbes Cloud 100 private cloud companies are worth $267B
“And these companies are worth an impressive two hundred and sixty seven billion dollars and include some companies that Bessemer is really proud to work with, such as Procore, Toast, HashiCorp, and Canva.”
D'Onofrio: Average Cloud 100 multiple surged from 9x to 23x ARR
“With the average cloud, 100 multiple increasing by over a 150% in the last five years from nine X ARR in 2016 to 23 X in 2020.”
D'Onofrio: Top-quartile private cloud growth reached and held over 100%
“The top quartile companies have increased their growth rates from 65% in 2017 to over a hundred percent in 2019, and were able to maintain that growth rate in 2020, despite a lot of the headwinds that COVID presented.”
D'Onofrio: Private cloud growth endurance averages 70% versus 80% public
“So whereas the public cloud landscape had growth endurance of 80%, looking across the past five years of cloud 100 data, our same data set, we find that growth endurance is lower at 70%.”