{
  "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": 24,
  "pageCount": 71,
  "prevPage": 23,
  "nextPage": 25,
  "slideType": "kpi_dashboard",
  "function": "analyze_data",
  "density": "sparse",
  "nDataPoints": 1,
  "notes": null,
  "elementsJson": [
    "headline_text",
    "line_chart"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-9bd64ee739cc/24",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-9bd64ee739cc",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-9bd64ee739cc.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-9bd64ee739cc#slide-24",
  "components": [
    {
      "bbox": {
        "h": 0.7,
        "w": 0.9,
        "x": 0.05,
        "y": 0.15
      },
      "kind": "chart",
      "text": "WCLD share price performance over time",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "02be85eb-edd5-4650-a16b-ddc2cc7360f8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.1,
        "x": 0.45,
        "y": 0.9
      },
      "kind": "legend",
      "text": "WCLD",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7b6da5f7-3d4c-4a04-b09d-4b0332fce543",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Share Pricing",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e53-702a-8b7d-02b9332a1b5f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "WCLD performance since launch",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "695bab1f-7933-42d1-95a8-68cbfbdf92b6",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "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
}