{
  "docId": "019dd923-5e88-73ef-bd5d-9bd64ee739cc",
  "docSlug": "60d8508ae20550f5",
  "documentTitle": "2021 Bessemer Venture Partners State of Cloud 2021",
  "authorId": "Bessemer",
  "authorName": "Bessemer Venture Partners",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "vc_research",
  "sourceTypeLabel": "VC research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 22,
  "pageCount": 71,
  "prevPage": 21,
  "nextPage": 23,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "balanced",
  "nDataPoints": 4,
  "notes": "The chart uses cloud-shaped icons to represent data points at specific time intervals.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "line_chart",
    "infographic"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-9bd64ee739cc/22",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-9bd64ee739cc",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-9bd64ee739cc.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-9bd64ee739cc#slide-22",
  "components": [
    {
      "bbox": {
        "h": 0.7,
        "w": 0.9,
        "x": 0.04,
        "y": 0.2
      },
      "kind": "chart",
      "text": "Growth of public cloud market cap from 2010 to 2021",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "63fdb9bf-9c64-49f0-995b-437966e59758",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.08,
        "x": 0.75,
        "y": 0.48
      },
      "kind": "metric",
      "text": "$1T",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5a103151-6fdc-4ddf-a2df-d4cac79b8121",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.08,
        "x": 0.68,
        "y": 0.65
      },
      "kind": "metric",
      "text": "$690B",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9e61548c-3912-4f23-b275-e2659f048428",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.1,
        "x": 0.78,
        "y": 0.12
      },
      "kind": "metric",
      "text": "$2.2T",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fc04980c-9596-40df-8812-94aa74138437",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Total cloud market cap: $2.2T",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e53-702a-8b7d-738f15c10274",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.4,
        "x": 0.04,
        "y": 0.05
      },
      "kind": "title",
      "text": "Public cloud reaches $2 trillion",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cdf0b49a-19f6-4f3f-8049-b9595ae1ac04",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.2,
        "x": 0.04,
        "y": 0.12
      },
      "kind": "title",
      "text": "Total cloud market cap",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "796a32cb-f9ff-435e-88a1-0fd3824d63dc",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1c1c-7608-8ec6-dae144af6bbe",
      "evidence": "'Public cloud reaches $2 trillion'",
      "confidence": 95
    },
    {
      "name": "Annotation",
      "slug": "annotation",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-1c1c-7608-8ec6-dcccbc0fa10e",
      "evidence": "Three cloud-shaped callouts mark Feb 2019/2020/2021 inflection points with CAGRs",
      "confidence": 90
    },
    {
      "name": "Big Idea Formula",
      "slug": "big-idea-formula",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "87b9e6fd-0ad1-4971-a6d9-55aee1946898",
      "evidence": "metric/big-number: $2.2T",
      "confidence": 0.7
    },
    {
      "name": "Metaphor & Analogy",
      "slug": "metaphor-analogy",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1c1c-7608-8ec6-e08825ed357b",
      "evidence": "Cloud-shaped icons reinforce the cloud metaphor",
      "confidence": 80
    },
    {
      "name": "Story Moments",
      "slug": "story-moments",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "019dd95a-1c1c-7608-8ec6-e657dd5a158a",
      "evidence": "The Vision moment — peak market cap milestone",
      "confidence": 70
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 30,
      "from": 3,
      "beatId": "019dd95a-07a7-7579-bd65-849dca9ce71c",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": "triple-take-the-facts-what",
      "evidence": "2020 recap: COVID shock, telehealth 300x, $2T cloud, MT SAAS overtakes FAANG",
      "position": 1,
      "confidence": 80,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "to": 47,
      "from": 16,
      "beatId": "019dd95a-07a7-7579-bd65-9f1ad81818ee",
      "arcName": "Rebirth",
      "arcSlug": "rebirth",
      "beatName": "Transformation",
      "beatSlug": "rebirth-transformation",
      "evidence": "Cloud companies thrive: $2T cap, IPO records, growth endurance",
      "position": 4,
      "confidence": 55,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 30,
      "from": 16,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-08f8-7619-ac2e-fab6f3dc3104",
      "evidence": "Top 5 cloud market caps, $2T total, Snowflake IPO record, Slack 33.2x, MT SAAS overtakes FAANG",
      "position": 3,
      "objective": "Show cloud companies dominated public markets in 2020",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 80,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}