Bessemer Venture Partners recently released their "State of the Cloud 24" which included the catch phrase "The Legacy Cloud is Dead - Long Live AI Cloud!" Dave "CAC" Kellogg and Ray "Growth" Rike discuss the report and the opportunities and threats to traditional SaaS companies.
Topics discussed include:
- Social Media Buzz and Sources of "SaaS is Dead"
- Gen AI VC Funding Categories and Sources
- Top Five Gen AI Trends
Trend 1: AI foundation models set the stage for Big Tech’s new battle-of-the-century
Trend 2: AI turning all of us into 10X developers
Trend 3: Multimodal models and AI agents will transform human relationships with software
Trend 4: Vertical AI shows potential to dwarf legacy SaaS with new applications and business models
Trend 5: AI Brings Consumer Cloud Back from the Dead
If you are in a SaaS company evaluating how best to maneuver the risks and/or capture the potential of Gen AI, the Bessemer State of the Cloud report is a great read and this episode with CAC and Growth is a great listen!
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