The Ledger
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why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lemkin: Median public SaaS company trades at 6x ARR on BVP Cloud Index
“This is the BVP cloud index. You can track it on Bessemer sites or other places. The median public SaaS company is trading at six X error, the median.”
Deeter: Private cloud unicorns outnumber public ones 55 to 44
“Again, for the first time ever, there's more private cloud unicorns at 55 than public cloud unicorns on our index at 44.”
BVP Cloud Index is up over 25% year-to-date in 2023
“Year to date, the BVP cloud index is already up over 25%, indicating that there may be light at the end of this tunnel.”
Deeter: 61 pure-play cloud index companies reached $2.2T market cap
“Now in total with the COVID tailwinds, with the ascendancy of the top five that alone are now at a trillion, and with the addition of the other 56 companies, so 61 in total comprising the cloud index today, You have a shocking 2.2 trillion dollars in market ca…”