The good, better and best of cloud and SaaS growth

Hello and welcome back to our regular morning look at private companies, public markets and the gray space in between.
The crew at Bessemer released their new, yearly cloud report this week. It’s a useful lens into how venture capitalists are thinking about cloud and SaaS startup performance metrics. Bessemer’s cloud and SaaS exits include Twilio, Shopify, PagerDuty, Box, and a few others, so they’re worth listening to at least a little on the topic.
I bring all this up as I fi