The Bessemer Venture Partners Cloud 100 Benchmarks Report 2025 provides a snapshot into the top 100 PRIVATE SaaS/Cloud/AI companies. This year's report is full of new insights and trends that highlight how AI is impacting the software industry as we know it. Some of the key points in the report that our hosts Dave "CAC" Kellogg and Ray "Growth" Rike discuss during today's episode include:
- The Cloud 100 $1,117 billion in aggregate value - a 36% increase from $820 billion in 2024
- The top 10 companies account for $598 billion of the aggregate value - 54% of entire list versus 46% last year
- OpenAI valued at $300 billion exceeds the combined value of last year’s top 10
- AI companies dominate this year’s list, comprising $464 billion in value - last year AI company total valuation was $176B (21%)
- The average Cloud 100 company reached the $100M (Centaur) milestone in just 7.5 years - AI companies only 5.7 years
The story on the Cloud 100 valuation multiples provide an interesting story on how valuation and growth are not necessarily trending in the same direction:
- The average Cloud 100 revenue multiple was 20x fell for third straight and down from 34X (41%) since 2021
If you are interested in how the SaaS and Cloud industry is evolving - by the number, and how AI-Native software companies are changing the benchmarks this episode is a MUST listen!
Bessemer Cloud 100 Benchmark 2025 Report is available by clicking here
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