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    Congrats! @autodesk has entered a definitive agreement to acquire @maintainx for ~$3.6B. We first backed @CTurlica & @dozoisch in 2021, then continued to invest in their next rounds including again leading their $150M Series D. Turns out they were building the connective layer
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    Microsoft picked Satya, the head of their Azure cloud business, to take over as CEO. Amazon just picked Jassy, the head of their AWS cloud business, to take over as CEO. Current worldwide market cap #1 and #3 making the ultimate statements on the importance of cloud ahead!
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    Our SF office was broken into, again... this is the 4th time and becoming very routine for offices and residences all over SF! Safety and security is the real reason to consider leaving SF...
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    Weโ€™re open-sourcing some of our original investment memos on bvp.com/memos today. One pattern that consistently emerges is that our best investment decisions centered on people!
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    Top professional athletes often sign contracts exceeding $100M and are backed by a strong support system, including coaches, trainers, and nutritionists, all aimed at optimizing their performance. In contrast, top founders/CEOs/tech executives, whose decisions can impact billions
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    It seemed easy and fun to be a CEO in the bubble of 2021 ...but itโ€™s a dang hard job right now. Recently caught up with a rockstar founder/CEO in our portfolio and he shared that heโ€™s been having a hard time sleeping and feels like itโ€™s impacting his work performance. A couple
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    Business travel is back โ€ฆand apparently so is my ritual of packing workout clothes and bringing them home totally untouched!
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    Forget FAANG; it's time to summit MT SAAS! MT SAAS โ€” $MSFT, $TWLO, $CRM, $ADBE, $AMZN, $SHOP โ€” has grown 3000% in just ten years, and 100% YTD, surpassing FAANG and major indexes, and it is the basket that will best capture the cloud wave of the future!
    Move over FAANG... Bessemer's @bdeeter on why his new basket of cloud names, MT. SAAS, are stocks that tech investors should be watching. @CNBC @jonfortt @dee_bosa @Cnbcjosh
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    My return to normal starting bumpier than I hoped. Attended my first in person work dinner in 15 months with a bunch of CEOs & investors. Awkwardly fumbled the "handshake, elbow, or fist bump?" intros, then promptly proceed to spill red wine down my blazer, white shirt, & shoes.
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    I don't know what's worse: the fact that our doggie day care company dropped off the wrong dog, or the fact that it took us two hours to realize the swap! In our collective defense...they are very similar.
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    Thrilled and grateful to finally be able to confirm the news! Go Niners! #49ers officially announce new ownership partners
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    This has been over a decade in the making together! Cheers to @ServiceTitan ! Celebrating another big milestone with Ara, Vahe, and the entire executive team, early team members, fellow Board members, early investors, and key customers is special! There is still much more to do,
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    You know youโ€™re in a college town when red solo cups and ping ping balls are marketed together in the store...
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    Introducing The Rule of X! Finance execs love Rule of 40 for its simplicity, but for many efficient cloud companies, assigning equal weight to growth and profitability is fundamentally flawed! It has caused misguided business decisions. Our take? Even in tight markets, growth
    The Rule of X and how cloud leaders should think about growth versus profit tcrn.ch/3RLh5yQ