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 | 105 | Founded | 5 years ago | Last Issue | 9 days ago |
| Active | |||||
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nextbigteng.substack.comLatest Issues
A Spoonful of Reality for 'Bent' Valuations
Airtable’s acquisition by Bending Spoons for $1.285Bn EV ($2.25Bn equity value) quickly became the defining Silicon Valley story of the week, primarily because the headline numbers forced the tech community to confront a sobering reality ab...
The Space Economy reaches escape velocity
More than a dozen space companies have entered the public markets since 2020. AST SpaceMobile, Rocket Lab, Planet Labs, Firefly Aerospace, and Voyager Technologies are among those who have collectively marked one of the most consequential l...
Saronic Technologies: Redefining maritime superiority
Originally published in Bessemer’s Atlas; co-authored by Janelle Teng Wade, Byron Deeter, Jason Scheller, John Drake, and Ben Gallagher.
Maritime has been one of the oldest and most consequential theaters of human commerce and conflict. To...
AI Infrastructure Roadmap: Five frontiers for 2026
Originally published in Bessemer’s Atlas; co-authored by Janelle Teng Wade, Lance Co Ting Keh, Talia Goldberg, David Cowan, Grace Ma, Bhavik Nagda, Brandon Nydick, and Bar Weiner.
The first generation of AI was built for a world where the...
Physical AI: Why now and what’s different?
Discussing the frontier of robotics research with Jason Ma of Dyna, Philipp Wu of xDOF, and Armen Aghajanyan of Perceptron, at Bessemer’s Robotics Day
Physical AI took center stage last week, from NVIDIA’s GTC (complete with an Olaf robot...
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VC @ Bessemer focused on AI/ML, data infrastructure, defense tech; Just a Teng supporting technical founders building the next big thing \ud83d\ude80
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