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TurbineOne: On a mission to modernize the military’s processing and exploitation capabilities into a holistic and efficient system
Bessemer Venture Partners leads TurbineOne’s $15 million Series A to empower military analysts at the frontlines
Mar 28
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Janelle Teng
17
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TurbineOne: On a mission to modernize the military’s processing and exploitation capabilities into a holistic and efficient system
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Did growth endurance endure?
The days of “hypergrowth” are increasingly fleeting for software companies. What happened to growth endurance and when will it bounce back?
Mar 19
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Janelle Teng
31
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Did growth endurance endure?
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When free-cash-flow margins don't tell the full story
Some thoughts on why investors shouldn't take reported FCF at face value
Mar 5
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Janelle Teng
25
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When free-cash-flow margins don't tell the full story
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February 2024
Small models, big impact: SLMs vs. LLMs
Small language models are entering the big leagues! In this piece, I look at several exciting case studies to examine how SLMs are packing a punch…
Feb 15
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Janelle Teng
17
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Small models, big impact: SLMs vs. LLMs
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Cracking the consumer investing code: High-risk, high-reward
I offer a framework for why consumer investing is not for the faint of heart. But for the brave souls that enter the fray, the upside could be…
Feb 5
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Janelle Teng
13
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Cracking the consumer investing code: High-risk, high-reward
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January 2024
Roadmap: Defense Tech
Technology is transforming national security. More so than ever before, the US is collaborating with startups to help protect its citizens and allies…
Jan 29
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Janelle Teng
10
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Roadmap: Defense Tech
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AI’s Linux Moment (Chapter 2): Recent highlights of the open-source vs. closed-source model debate
So much has happened in the past 6 months since I first wrote about the open vs closed model race. In this follow-up, I cover how recent developments…
Jan 16
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Janelle Teng
11
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AI’s Linux Moment (Chapter 2): Recent highlights of the open-source vs. closed-source model debate
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Five Software M&A Observations for 2024
And we're off! Software M&A is already active in 2024 with news of several notable deals breaking within the first few days of the new year. Here are my…
Jan 8
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Janelle Teng
18
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Five Software M&A Observations for 2024
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December 2023
SaaSy Predictions for 2024
In every last post of the year, I reflect on notable events from the past 12 months & offer predictions on the next big thing for the new year. Trigger…
Dec 29, 2023
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Janelle Teng
25
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SaaSy Predictions for 2024
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Unicorns are dead. Long live Unicorns!
Despite several recent high-profile unicorn shutdowns, reports of a unicorn mass extinction event may be greatly exaggerated. But the herd certainly…
Dec 13, 2023
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Janelle Teng
17
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Unicorns are dead. Long live Unicorns!
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November 2023
Seven SaaS resiliency lessons for doing business in a volatile market
These growth-stage tactics can make your business model ironclad in any macroeconomic environment.
Nov 30, 2023
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Janelle Teng
10
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Seven SaaS resiliency lessons for doing business in a volatile market
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The recent waning of the founder-CEO premium… but why I’m still bullish in the long-run
Historically, founder-led companies tend to outperform non-founder led ones. But this gap has recently converged. I discuss what may be driving this …
Nov 21, 2023
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Janelle Teng
18
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The recent waning of the founder-CEO premium… but why I’m still bullish in the long-run
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