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The Bessemer Cloud 100 Benchmarks Report 2025


with the Metrics Brothers

AI valuations. Centaur speed. Record-breaking growth. Dave "CAC" Kellogg and Ray "Growth" Rike unpack the 10th annual Bessemer Cloud 100 Benchmarks Report, revealing what’s driving the next wave of SaaS and AI leaders.


They discuss key trends shaping the top private cloud companies, including:

  • Record $1.1 trillion in total Cloud 100 valuation (up 36% year over year)

  • AI companies now representing 42% of total value across the list

  • The speed to $100M ARR compressing to just 7.5 years on average (5.7 for AI)

  • Rising company valuations even as revenue multiples continue to fall

  • The rise of new entrants like Anysphere, AlphaSense, and ElevenLabs


This episode dives into how AI dominance is reshaping benchmarks, valuations, and growth expectations across the software landscape, and what that means for the next generation of SaaS companies.

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