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FAANG

2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Mar 14, 2021 by Byron Deeter · said 2 times in 1 episodes since 2021 · across every show →

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brought up most by Byron Deeter (2)

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2021 2 mentions in 1 episode

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Everything said about FAANG, oldest first

Mar 14, 2021 bullish
Assertion Supported
Deeter: 'Mount SaaS' basket returned 800% over four years vs 330% for FAANG
“If you go back for four years, Mount SaaS had an 800% return On investment compared to things, 330%.”
Byron Deeter Mar 14, 2021 ▶ 19:38 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community
Oct 14, 2021 bullish
Opinion
Deeter: Cloud leaders are superseding FAANG as tech growth drivers
“Our thesis internally is that those horizons and the growth rates of those markets are starting to pull back, and that you see a changing of the guard. And it's really the cloud basket, and we pulled out six names in particular with Microsoft, Twilio, Shopify,…”
Byron Deeter Oct 14, 2021 ▶ 5:09 State of the Cloud 2021 with Bessemer Venture Partners | SaaStr Software Community
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