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Janelle Teng

Janelle Teng at Bessemer covers AI infrastructure, developer tools, enterprise software, defense tech, and physical systems through market analysis and company deep dives. Written by VC @ Bessemer. This page collects 108 posts published between March 2021 and August 2026. Recent coverage focuses on AI (Horizontal), AI Infrastructure and Developer Tools.

108 posts indexed0 in the last 30 daysAI (Horizontal) · AI Infrastructure · Developer Tools · SemiconductorsVisit site ↗

Friday, 28 August 2026

1 piece
AI/Data infra + dev tools M&A is having a moment↗
AI (Horizontal) · AI Infrastructure · Developer Tools

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?
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