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Active filters: firm: Bessemer ×
84 slides across 2 decks match.
Treemap Arc Catalog
The new $100M ARR growth curve for AI startups
Bessemer · market_landscape
The new $100M ARR growth curve for AI startups
$100M — ARR
 AI benchmarks: Supernovas vs. Shooting Stars
Bessemer · benchmark_peers
AI benchmarks: Supernovas vs. Shooting Stars
$125M — ARR
 The browser will emerge as a dominant interface for agentic AI
Bessemer · key_messages
The browser will emerge as a dominant interface for agentic AI
 2026 will be the year of generative video
Bessemer · key_messages
2026 will be the year of generative video
 Evals and data lineage will become a critical catalyst for AI product development
Bessemer · key_messages
Evals and data lineage will become a critical catalyst for AI product development
 A new AI-native social media giant could emerge
Bessemer · key_messages
A new AI-native social media giant could emerge
 The incumbents strike back as AI M&A heats up
Bessemer · key_messages
The incumbents strike back as AI M&A heats up
 What founders need to know
Bessemer · section_divider
What founders need to know
 Prediction 1: The future of work will be remote
Bessemer · industry_trends
Prediction 1: The future of work will be remote
 Major indices dropped more than 30% over the course of three weeks
Bessemer · context
Major indices dropped more than 30% over the course of three weeks
30% — % Change
 WHAT MATTERS TO THE NEW GUARD OF TECH
Bessemer · other
WHAT MATTERS TO THE NEW GUARD OF TECH
 Welcome to the New Normal
Bessemer · section_divider
Welcome to the New Normal
 Usage of digitally-enabled care skyrockets
Bessemer · client_example
Usage of digitally-enabled care skyrockets
300x — telehealth utilization increase
 Distance learning becomes the norm
Bessemer · client_example
Distance learning becomes the norm
93% — households engaged in distance learning
 Small and medium businesses evolve and adapt
Bessemer · client_example
Small and medium businesses evolve and adapt
 Industries transition from offline to online
Bessemer · industry_trends
Industries transition from offline to online
$10T — TAM
 We've seen two years' worth of digital transformation in two months.
Bessemer · quote_slide
We've seen two years' worth of digital transformation in two months.
 Microsoft picked Satya, the head of their Azure cloud business, to take over as CEO. Amazon just picked Jassy, the head of their AWS cloud business, to take over as CEO. Current worldwide market cap #1 and #3 making the ultimate statements on the importance of cloud ahead!
Bessemer · quote_slide
Microsoft picked Satya, the head of their Azure cloud business, to take over as CEO. Amazon just picked Jassy, the head of their AWS cloud business, to take over as CEO. Current worldwide market cap #1 and #3 making the ultimate statements on the importance of cloud ahead!
 2020 Top 5 public cloud companies by market cap
Bessemer · market_landscape
2020 Top 5 public cloud companies by market cap
$180B — Market Cap
 2021 Top 5 public cloud companies by market cap
Bessemer · market_landscape
2021 Top 5 public cloud companies by market cap
70% — Market Cap
 2021 Top 5 public cloud companies comprise $1T+ of market cap
Bessemer · market_landscape
2021 Top 5 public cloud companies comprise $1T+ of market cap
$1T+ — Market Cap
 2021 Top 3 public cloud companies each over $200B market cap
Bessemer · market_landscape
2021 Top 3 public cloud companies each over $200B market cap
$200B — Market Cap
 IaaS crosses $150B run rate in 2020
Bessemer · market_landscape
IaaS crosses $150B run rate in 2020
$150B — Share of worldwide revenue
 Public cloud reaches $2 trillion
Bessemer · market_sizing
Public cloud reaches $2 trillion
$2.2T — Total cloud market cap
 WCLD performance since launch
Bessemer · financial_analysis
WCLD performance since launch
 WisdomTree Licensed the Index for the WCLD ETF
Bessemer · client_example
WisdomTree Licensed the Index for the WCLD ETF
#1 — ETF ranking
 Introducing our new BVP Cloud Index
Bessemer · other
Introducing our new BVP Cloud Index
$1591B — Market Cap
 2020 was marked by record-breaking IPO & M&A activity
Bessemer · market_landscape
2020 was marked by record-breaking IPO & M&A activity
 Snowflake massively surpassed VMware’s record as largest software IPO in history
Bessemer · market_landscape
Snowflake massively surpassed VMware’s record as largest software IPO in history
$34.0B — Market Cap at Pricing
 Record breaking cloud M&A activity in 2020 with Slack receiving the largest revenue multiple paid in history
Bessemer · financial_analysis
Record breaking cloud M&A activity in 2020 with Slack receiving the largest revenue multiple paid in history
33.2x — EV/LTM Revenue Multiple
 Changing of the guard: MT SAAS overtakes FAANG!
Bessemer · market_landscape
Changing of the guard: MT SAAS overtakes FAANG!
+180% — Percent Change
 COVID-19 more than doubled the rate of digital transformation across different vertical industries
Bessemer · transition
COVID-19 more than doubled the rate of digital transformation across different vertical industries
 What is driving the increase in unicorns?
Bessemer · transition
What is driving the increase in unicorns?
 What is driving the increase in unicorns?
Bessemer · industry_trends
What is driving the increase in unicorns?
 What is driving the increase in unicorns?
Bessemer · industry_trends
What is driving the increase in unicorns?
 What is driving the increase in unicorns?
Bessemer · industry_trends
What is driving the increase in unicorns?
23x — Cloud 100 Multiples
 2. Cloud growth rates have gone up
Bessemer · industry_trends
2. Cloud growth rates have gone up
100% — Cloud 100 Growth Rates
 What is driving the increase in unicorns?
Bessemer · market_landscape
What is driving the increase in unicorns?
$186B — Capital Invested
 What rationalizes these increased valuations?
Bessemer · transition
What rationalizes these increased valuations?
 What rationalizes these increased valuations?
Bessemer · analyze_data
What rationalizes these increased valuations?
0.8x — Growth Endurance
 What rationalizes these increased valuations?
Bessemer · market_landscape
What rationalizes these increased valuations?
 Leading cloud companies demonstrate unprecedented growth endurance
Bessemer · industry_trends
Leading cloud companies demonstrate unprecedented growth endurance
 Public cloud companies consistently outperform analyst expectations
Bessemer · peer_benchmark
Public cloud companies consistently outperform analyst expectations
 What rationalizes these increased valuations?
Bessemer · financial_analysis
What rationalizes these increased valuations?
0.7x — Growth Endurance
 What rationalizes these increased valuations?
Bessemer · market_landscape
What rationalizes these increased valuations?
 The Good, Better, and Best of Growth Endurance
Bessemer · other
The Good, Better, and Best of Growth Endurance
 In the New Normal, you really have to nail it before you scale it
Bessemer · process_diagram
In the New Normal, you really have to nail it before you scale it
 Three GTM strategies top cloud companies employ in The New Normal
Bessemer · framework_other
Three GTM strategies top cloud companies employ in The New Normal
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