Next Big Teng
Janelle Teng WadeVC @ Bessemer; data-driven reflections on startups, AI/ML trends, and venture investing
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 99 | Subscribers | Read | nextbigteng.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Closing time, Heroku
While the SaaSacre has dominated headlines this month, another major development has been rippling through the software world, one that hits especially hard if you’ve spent time in the developer ecosystem. Late on the Friday afternoon of “C...
The SaaSacre of 2026
Four years ago, I wrote about the “SaaSacre of 2022” when SaaS companies were pummeled in the public markets, largely as a consequence of macro drivers such as rising interest rates. Fast forward to today, and we’re in the midst of another ...
Defense tech roadmap: Five frontiers for 2026
Originally published in Bessemer’s Atlas; co-authored by Janelle Teng Wade, Christopher Wan, Jason Scheller, and David Cowan.
Dominion Dynamics: Forging the future of interoperable, attritable systems for Arctic and Allied defense
Originally published in Bessemer’s Atlas; co-authored by Janelle Teng, Byron Deeter, and Bar Weiner.
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Authors
The writers behind this newsletter.
VC @ Bessemer focused on AI/ML, data infrastructure, defense tech; Just a Teng supporting founders building the next big thing \ud83d\ude80
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