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Shopify, since last year, has nearly tripled in market cap driven by the rise of e-commerce, but also the digital payments and the QR code system they provide for contactless payments. They also address really wide-ranging industries from construction to restaurants, to designed infrastructure. Cloud Marketplaces.

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So we have over 260 portfolio companies globally, it’s all enterprise software, predominantly SaaS. And that is you’re seeing a bit of a separation in those companies that have really the stickiest, most critical solution. Matt Garratt: Go to the next slide. Right now, learning for companies is only at 10% online.

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SaaStr Podcast 436: The State of the Cloud 2021 with Bessemer Venture Partners

Sales and GTM in Uncertain Times with Adnan Chaudhry and Matt Garratt (Video + Transcript)

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