Just a Teng supporting founders building the next big thing 🚀
Hi there! I’m Janelle Teng, a Stanford scientist and former Salesforce Inbox product manager turned AI/ML + data infrastructure investor at Bessemer Venture Partners. Inspired by the scientific method, I take an empirical approach to investing. This newsletter is where I post long-form reflections and data-supported insights on startups, VC, and AI/ML trends.
Here are some samples of what you can expect from my writing:
Software trends in the public market: Did growth endurance endure?, Unraveling SBC overhang in SaaS, When the valuation hangover finally hits, Consumption vs. subscription business models
Private market fundraising trends: Dirty Term Sheets, Schrödinger’s Startup Paradox, Unicorns are dead. Long Live unicorns!
Investment thesis: AI Infrastructure Roadmap, Leading TurbineOne’s Series A
AI/ML observations: AI’s Linux Moment (Chapter 2), SLMs vs LLMs, Moving from AI Assistants to AI Agents
My short-form notes are published via twitter @NextBigTeng!
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