Next Big Teng
Janelle TengVC @ Bessemer; data-driven reflections on startups, AI/ML trends, and venture investing
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 93 | Subscribers | Read | nextbigteng.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Revolutionizing data streaming at microsecond scale with AlgoX2
Originally published in Bessemer’s Atlas; co-authored by Janelle Teng, Elliott Robinson, and Andrew Ren.
Roadmap: Developer Tooling for Software 3.0
Originally published in Bessemer’s Atlas; co-authored by Janelle Teng, Lauri Moore, Lindsey Li, and Libbie Frost.
Much ado about margins: The grossly overhyped AI gross margin debate
Last week, my colleagues and I published Bessemer’s State of AI 2025. One observation in the report sparked significant debate: many of today’s fastest-growing AI startups are starting out with low, sometimes even negative, gross margins (c...
The State of AI 2025
Originally published in Bessemer’s Atlas; co-authored by Kent Bennett, Talia Goldberg, Janelle Teng, Sameer Dholakia, Mike Droesch, Lauri Moore, Caty Rea, Lindsey Li, Maha Malik, Bhavik Nagda, Lance Co Ting Keh, Darsh Patel, and Christine D...
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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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