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The B2C2B osmosis fueling AI's Cambrian moment
Distinct from prior AI waves where enterprises had front-row access, consumers are at the frontlines playing an outsized role in defining today's AI…
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Janelle Teng
1
Contextualizing the growth vs. profitability trade-off for cloud companies
Balancing growth with profitability is top of mind for many growth-stage SaaS companies. Is there an "ideal" Rule of 40 profile? What is a heuristic for…
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Janelle Teng
1
State of the Cloud 2023
The cloud economy has entered the multiverse—we share insights for SaaS founders as they navigate today’s difficult financing climate and welcome the…
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Janelle Teng
Unraveling stock-based compensation overhang in the SaaS industry (Part 2)
SBC is a hot-button issue in the cloud world today. Part 2 of this series covers a discussion on: valuation implications of SBC and managing SBC impact.
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Janelle Teng
5
A CEO’s tactical guide to driving profitable growth
40 practices SaaS leaders can employ across their business to improve operational efficiency and profit margins.
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Janelle Teng
Unleashing the full potential of unstructured visual content with Coactive AI
Bessemer Venture Partners co-leads Coactive AI’s Series A, for a total of $14 million in funding, as they revolutionize the way the world derives…
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Janelle Teng
Retroactive predictability of 2023’s Black Swan: SVB’s risk mismatch in 10 graphs
Uncover the risk spiral within SVB’s balance sheet, specifically concentration risk in the liability book & duration risk in the asset book, which…
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Janelle Teng
Next Big Teng
Next Big Teng
VC @ Bessemer; data-driven reflections on startups, cloud trends, and growth-stage investing
© 2023 Janelle Teng
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