914: The shift towards cloud computing has accelerated with the rise of artificial intelligence (AI), and venture capital firms like Bessemer Venture Partners have taken notice. In this episode of Technovation, host Peter High interviews Mary D’Onofrio, partner at Bessemer, who leads investments in cloud software and emerging technologies. Mary discusses her journey into venture capital, Bessemer’s Cloud Index, and the State of the Cloud reports, while highlighting how AI is transforming the cloud landscape. She also shares insights into the “five Cs of cloud finance” and the importance of customer feedback in shaping investment decisions.
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“"I think over the past 10 years it was a story of every company becoming a software company. Now I think it's a story of every software company becoming an AI company.""