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Next Big Teng

Janelle Teng

VC @ Bessemer; data-driven reflections on startups, enterprise software trends, and venture investing

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues62SubscribersRead nextbigteng.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

TurbineOne: On a mission to modernize the military’s processing and exploitation capabilities into a holistic and efficient system

Originally published in Bessemer’s Atlas; co-authored by Janelle Teng, David Cowan, and Christopher Wan.

a month ago
15
0

Did growth endurance endure?

In one of my TechCrunch pieces last year, I reflected upon how driving incremental growth was considerably challenging for software companies in 2023, as the industry faced headwinds on both new logo acquisition as well as existing customer...

a month ago
26
2

When free-cash-flow margins don't tell the full story

Efficiency was undoubtedly the zeitgeist of 2023. VCs (myself included) harped on this mantra and cloud leaders took heed to steer their companies toward profitable growth instead of growth at all costs. This pivot was fast and effective; s...

2 months ago
22
2

Small models, big impact: SLMs vs. LLMs

HuggingFace CEO and co-founder Clem Delangue has made a bold claim that 2024 will be the year of small language models (SLMs). I couldn’t agree more!

2 months ago
17
0

Authors

The writers behind this newsletter.

  • Janelle Teng

    VC @ Bessemer; former SalesforceIQ product manager + Stanford & HBS alum. more

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