Compound grades Bessemer State of the Cloud 2024

Compound rebuilt Bessemer Venture Partners' June 2024 State of the Cloud report exhibits with market data through October 2026, grading ten testable calls. The analysis finds that four predictions were right, including public-market resilience and rapid model-layer growth, while six calls remain too early to grade. The evaluation notes significant shifts, including massive hyperscaler capital expenditures and concentrated AI lab revenues. Open article →