BVP-2020年全球云服务市场报告（英文）-2020.6-27页_2mb

State of the Cloud 2020 Summary

Core Content

The State of the Cloud 2020 report by Bessemer Venture Partners provides an overview of the evolution and current state of the cloud computing industry, highlighting growth trends, key strategies for founders, and future predictions. It underscores the transformative power of cloud technology and its increasing dominance across various sectors.

Main Trends and Growth

• The cloud computing industry has grown exponentially since its inception, with the public cloud market reaching $1 trillion in market cap by 2020, surpassing the 2015 prediction of $500 billion.
• The Software-as-a-Service (SaaS) market crossed $100 billion in run rate in 2019, indicating a significant shift in enterprise software adoption.
• Infrastructure-as-a-Service (IaaS) also reached $100 billion in run rate in 2019, with AWS dominating the market and Microsoft's Azure gaining rapidly.
• 94% of enterprises already use some form of cloud service, showing the widespread adoption and necessity of cloud infrastructure in modern business operations.

Key Predictions for 2020

1. The Future of Work Will Be Remote

   • Remote work and virtual collaboration tools will become standard. Companies like Zoom and Slack are leading this shift.
   • Emerging categories include remote onboarding, training, and knowledge sharing platforms.

2. Privacy Debt is the New Technical Debt

   • With increasing regulations like GDPR and CCPA, enterprises face rising costs and complexities in managing data privacy.
   • A new category of data privacy and compliance tools is emerging, including BigID, Privitar, and OneTrust.

3. Cloud Will Continue to Proliferate Globally

   • Cloud innovation is not limited to Silicon Valley; it is happening across EMEA, APAC, and other regions.
   • Promising companies include Adyen, UiPath, and Canva, among others.

4. The Future of B2B Transactions is Moving Online

   • B2B markets, which are much larger than B2C, are undergoing a digital transformation.
   • Innovators are building marketplaces and platforms to digitize processes like procurement, logistics, and freight forwarding.

5. The API Universe Will Drive Innovation

   • APIs are becoming a core part of the digital economy, enabling new services and reinventing traditional industries.
   • Examples include Twilio for communications, Stripe for payments, and Plaid for financial services.

6. We're Entering the Age of "Automation at Scale"

   • Companies are increasingly using automation to reduce complexity and increase productivity.
   • Categories include robotic process automation (e.g., UiPath), low/no-code application development (e.g., Unqork), and integrated platform services (e.g., Zapier).

Growth Strategies for Founders

• Scale and Market Leadership: Owning at least 50% of a market is crucial for leadership. The "Second Act" concept helps companies expand their TAM through new products or services.
• GTM Strategy: Founders should invest in sales and marketing learning curves, ensuring they scale only when they have a proven model.
• Culture and Values: A strong company culture is essential for attracting and retaining talent. Founders should clearly define their mission, values, and report on employee engagement.

Key Insights

• Cloud computing is now a fundamental part of the global economy, driving innovation and transformation across industries.
• The industry's growth is not slowing down, even amid economic challenges like the COVID-19 pandemic.
• Founders and investors should focus on long-term trends and leverage the cloud's power to build category-defining companies.
• The future of technology is being shaped by cloud-based solutions, and the opportunities are vast and diverse.