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I started investing in cloud software when people called it “utility computing.” Twenty years later, it’s a $500 billion market. Patience pays.
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Shopify proved that the biggest opportunity in e-commerce wasn’t building the store. It was selling the shovels.
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The Bessemer Cloud Index wasn’t just an index. It was a statement: cloud is a real category, and here’s the data to prove it.
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Net revenue retention above 130% means your existing customers grow faster than new customers leave. That’s a machine.