Janelle Teng · 19 August 2026 · Investment Thesis

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

Janelle Teng, VP @ Bessemer

American open-weight AI models lag behind closed-source offerings while Chinese competitors gain ground; NVIDIA, Meta, and hyperscalers have incentive and ability to establish American open-source AI leadership through infrastructure advantages and ecosystem positioning.

Read the full post on Janelle Teng ↗

Topics: AI (Horizontal) · AI Infrastructure · Semiconductors

Published by Janelle Teng · their site ↗

More from Janelle Teng

SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.