The Metrics Brothers (fka SaaS Talk) The Bessemer Cloud 100 Benchmarks Report 2025
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Oct 1, 2025 Discover the insights from the 2025 Cloud 100 Benchmarks Report, revealing a remarkable $1.12 trillion valuation of top private SaaS and AI companies. OpenAI leads the pack at an astounding $300 billion, reshaping industry standards. The average time to reach $100 million in annual recurring revenue is now just 5.7 years for AI firms. With valuation multiples dropping while growth rates soar, the discussion uncovers the evolving landscape of technology and finance, spotlighting key newcomers and trends in the sector.
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Record Private Cloud Valuation
- The Cloud 100 aggregate value hit $1.12 trillion in 2025, a 36% increase from 2024.
- The top 10 firms now represent 54% of total private cloud value, showing strong concentration.
Question Private Valuations Carefully
- Treat private valuations cautiously because they often include special terms and preferred stock that distort comparability.
- Avoid equating a small preferred share sale directly to overall company valuation without understanding rights and preferences.
AI Drives A Large Share Of Value
- AI companies now account for 42% of the Cloud 100 value, doubling from last year.
- 22 of the 100 companies are AI-native, shifting the index composition rapidly toward AI.