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Next Big Teng

Next Big Teng

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Revolutionizing data streaming at microsecond scale with AlgoX2
Bessemer Venture Partners leads seed investment in AlgoX2 — a new standard for ultra-low latency, high-throughput, durable data infrastructure for an…
 • Janelle Teng Wade
Roadmap: Developer Tooling for Software 3.0
From “Hello, World” to “Hello, AI”: Software engineering has leapt from human–AI collaboration to orchestration — and now toward full autonomy.
 • Janelle Teng Wade
Much ado about margins: The grossly overhyped AI gross margin debate
There has been a lot of chatter recently on the "ugly" gross margin profiles of fast-growing early-stage AI companies. Is this a point-in-time feature…
 • Janelle Teng Wade
The State of AI 2025
Three years after the AI Big Bang early galaxies are forming in the Cloud AI universe, with plenty of “dark matter” still swirling.
 • Janelle Teng Wade
AI Infrastructure’s Second Act: Environments, Evals, Experience
The “real” work of AI Infrastructure is just beginning
 • Janelle Teng Wade
New frontlines, New primes
Defense tech innovators are deploying into a new age of disruption, as major macro and structural shifts pave the way for a generational transformation.
 • Janelle Teng Wade
Accelerating enterprise transformation toward high-performance analytics with ClickHouse
Bessemer Venture Partners invests in ClickHouse Inc's Series C as the company rapidly transforms the enterprise data infrastructure landscape.
 • Janelle Teng Wade
Next Big Teng
Next Big Teng
VC @ Bessemer; data-driven reflections on startups, AI/ML trends, and venture investing
© 2026 Janelle Teng · Privacy ∙ Terms ∙ Collection notice
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