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SaaStr Podcast 436: The State of the Cloud 2021 with Bessemer Venture Partners

SaaStr

The Cloud is expanding and moving forward at a phenomenal rate, so we invited the team at Bessemer Venture Partners back to SaaStr to unveil their latest findings in the 2021 State of the Cloud. As of January 2021, there were over 527 private unicorns with a total cumulative value of over $1.9 Hello Unicorns .

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The SaaS $100 Billion Club. It’s Getting Bigger.

SaaStr

And more are coming: Putting aside oldies like Adobe and PayPal, now Atlassian , Snowflake , Shopify , Square , ServiceNow and Salesforce (maybe an oldie) all are worth over $100 Billion. — Jason BeKind Lemkin (@jasonlk) November 16, 2021. Can the market really support 300+ SaaS and Cloud Unicorns ? Well maybe. Carpe diem.

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Benchmarking Amplitude's S-1: How 7 Key Metrics Stack Up

Tom Tunguz

Amplitude counts Cisco, Adidas, PayPal and CapitalOne amongst its customers. Assuming current trends hold, sales efficiency in 2021 should nudge up to about 0.57. Comparing the first half of 2021 to the first half of 2020, the company grew 57%, eight percentage points higher than the annual figures.

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Adding Payments and Fintech to SaaS Can Be Great. But You Gotta Watch the Margins.

SaaStr

So in the Boom Times of later 2020 and 2021, almost every VC pushed SaaS companies to at least become a little bit of a fintech. Ok now let’s look at some pure-play Fintechs: PayPal: 47% Gross Margins. Which many folks got in the Boom Times of 2021. And indeed, sometimes it can be. Marqeta: 40% Gross Margins.

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What’s Really Happening in Venture Capital Today with Redpoint Ventures Managing Director Logan Bartlett

SaaStr

Compare that to the high in the manic zero interest rate environment of 2021 at 25.1 Since the back half of 2021, this number has ticked higher and higher. During the second half of 2021, it was less than a year. They saw a 35% CAGR decrease from 2021 to 2023. It was 10.8 After the financial crisis, it took nine quarters.

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The Uniswap Token Launch : Tokens as CAC Part II

Tom Tunguz

Used “dollar airdrops” PayPal deposited $10 into each new user’s account when registering in their first growth phase. In 2021, I estimated that airdrops were 4-7x as expensive as spending venture dollars on sales & marketing. There’s much more in the analysis that’s worth reading.

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PayPal for Enterprise: Building Solutions Across the Funnel

Neil Patel

Article sponsored by PayPal. When we talk about leaders in the contactless payments space, we must talk about PayPal. With a user share of 82%, PayPal is the most used online payment service in the U.S. Let’s dig into why this is important and how PayPal enterprise solutions can help. I’m not the only one who thinks this.

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