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 | 82 |
| Subscribers | Read | nextbigteng.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
How the next iconic data infrastructure company will be born in the AI era
The emergence of generational data infrastructure companies often aligns with major platform or paradigm shifts. This is intuitive since such technological sea changes can serve as a catalyst to unlock R&D breakthroughs, leading to the birt...
The AI infrastructure build-out debate just got deeper
The reverberations from DeepSeek's R1 release over the past week sent shockwaves not just through the Silicon Valley ecosystem, but also in the public markets and amongst consumers worldwide (chart below). Everyone had a take, ranging from ...
Skepticism comes at a price: The tough realities of short-selling
In an unexpected development shaking the financial world this week, Hindenburg Research, a well-known short-selling firm that has taken on titans such as Carl Icahn and Gautam Adani, announced its shutdown.
American vs European Startup Dynamism
The chart below from MIT researcher went viral last month, showing a stark contrast between the US and EU startup ecosystems. The US has significantly outperformed the EU in creating highly valued companies “from scratch” (i.e. not through...
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Authors
The writers behind this newsletter.
VC @ Bessemer focused on AI/ML + data infrastructure; Just a Teng supporting founders building the next big thing \ud83d\ude80
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