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Cloud Industry

topic on 2 shows · 3 statements across 3 episodes

the Official SaaStr Podcast Invest Like the Best

3 statements about Cloud Industry, every show

INVEST LIKE THE BEST Prediction Open · timeframe Dec 2030
George: AI model industry will support multiple players like cloud computing
“On the model side so far, the way it looks like it's played out is It will be more like the cloud industry. Like it's not going to be a winner take all. Certain technical advantages seem limited in timeframe, right? Like there's kind of, you know, always this …”
David George Dec 2, 2025 ▶ 24:02 How a16z Growth Invests · Invest Like The Best
SAASTR Assertion Supported
Deeter: Cloud unicorns grew 74% year-over-year at over one per week
“And so, in just a one year time period, there was a 74% increase in cloud unicorns, and almost, ah, a new unicorn in the industry is being created per day right now, and in the cloud industry, it was at a rate of more than one per week.”
Byron Deeter Oct 14, 2021 ▶ 7:16 State of the Cloud 2021 with Bessemer Venture Partners | SaaStr Software Community
SAASTR Assertion Supported
Deeter: There were zero private cloud unicorns in 2008
“Which probably shouldn't be a surprise, because in the entire cloud industry, there were exactly zero private cloud unicorns. In fact, in the history of the entire cloud industry, there had been exactly zero. Just 10 years ago.”
Byron Deeter May 20, 2019 ▶ 1:31 State of the Cloud 2019 from Bessemer Venture Partners

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