Feed · Janelle Teng, VP @ Bessemer

Janelle Teng

107 posts indexed2 in the last 30 daysAI (Horizontal) · AI Infrastructure · Semiconductors · Enterprise SoftwareVisit site ↗

Wednesday, 19 August 2026

1 piece

Who will be the bastion of American open-weight AI leadership?

AI (Horizontal) · AI Infrastructure · Semiconductors

Friday, 7 August 2026

1 piece

A Spoonful of Reality for 'Bent' Valuations

Enterprise Software

Monday, 22 June 2026

1 piece

The Space Economy reaches escape velocity

Tuesday, 31 March 2026

1 piece

Saronic Technologies: Redefining maritime superiority

Monday, 30 March 2026

1 piece

AI Infrastructure Roadmap: Five frontiers for 2026

Friday, 27 March 2026

1 piece

Physical AI: Why now and what’s different?

Thursday, 26 February 2026

1 piece

NODA AI: Building the future of operational collaborative autonomy at the frontlines

Thursday, 19 February 2026

1 piece

Closing time, Heroku

Saturday, 7 February 2026

1 piece

The SaaSacre of 2026

Wednesday, 28 January 2026

1 piece

Defense tech roadmap: Five frontiers for 2026

Monday, 19 January 2026

1 piece

Dominion Dynamics: Forging the future of interoperable, attritable systems for Arctic and Allied defense

Thursday, 15 January 2026

1 piece

2026 Predictions

Wednesday, 31 December 2025

1 piece

2025 Year-In-Review: AI Bubble or Breakthrough?

Thursday, 9 October 2025

1 piece

Revolutionizing data streaming at microsecond scale with AlgoX2

Thursday, 28 August 2025

1 piece

Roadmap: Developer Tooling for Software 3.0

Friday, 22 August 2025

1 piece

Much ado about margins: The grossly overhyped AI gross margin debate

Thursday, 14 August 2025

1 piece

The State of AI 2025

Tuesday, 29 July 2025

1 piece

AI Infrastructure’s Second Act: Environments, Evals, Experience

Tuesday, 22 July 2025

1 piece

New frontlines, New primes

Thursday, 29 May 2025

1 piece

Accelerating enterprise transformation toward high-performance analytics with ClickHouse

Friday, 18 April 2025

1 piece

Google’s "Full Stack Flex": Reflections from Cloud NEXT 2025

Thursday, 10 April 2025

1 piece

Bessemer’s AI agent autonomy scale—a new way to understand use case maturity

Friday, 4 April 2025

1 piece

AI agents as 'first-class citizens' in software development

Tuesday, 25 March 2025

1 piece

Roadmap: Data 3.0 in the Lakehouse Era

Wednesday, 12 February 2025

1 piece

How the next iconic data infrastructure company will be born in the AI era

Friday, 31 January 2025

1 piece

The AI infrastructure build-out debate just got deeper

Friday, 17 January 2025

1 piece

Skepticism comes at a price: The tough realities of short-selling

Wednesday, 8 January 2025

1 piece

American vs European Startup Dynamism

Tuesday, 31 December 2024

1 piece

2024 Year-In-Review + 2025 Predictions

Monday, 23 December 2024

1 piece

Unwrapping OpenAI’s o3

Monday, 25 November 2024

1 piece

AI's reasoning quandary

Monday, 18 November 2024

1 piece

Moonvalley: Revolutionizing enterprise video generation with clean and controllable machine learning

Wednesday, 23 October 2024

1 piece

The take-private takeover of software M&A

Wednesday, 16 October 2024

1 piece

Sustained competition or inevitable concentration: Gaming out market structure evolution in AI

Monday, 7 October 2024

1 piece

The Fed is bringing the punchbowl back… what happens to SaaS and AI multiples now?

Friday, 30 August 2024

1 piece

print(“Hello AI World”): Evolution of the developer economy in the age of AI

Friday, 19 July 2024

1 piece

Eschewing IPOs: What happens when SaaS companies stay private for longer

Tuesday, 9 July 2024

1 piece

Navigating creative destruction and potential diminishing returns in AI infrastructure

Friday, 28 June 2024

1 piece

SaaS: Have reports of my death been greatly exaggerated?

Friday, 21 June 2024

1 piece

State of the Cloud 2024