Next Big Teng

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April 2025

Google’s "Full Stack Flex": Reflections from Cloud NEXT 2025
From cloud to chips to code agents, Google is leaning into vertical integration in its quest for AI dominance.
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Janelle Teng
5
Bessemer’s AI agent autonomy scale—a new way to understand use case maturity
As we move rapidly toward an agent-driven workforce, we’re proposing a clear definition of an “agent” as well as a framework to measure progress.
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Janelle Teng
1
AI agents as 'first-class citizens' in software development
"Developer experience" is evolving into "agent experience" as MCP elevates AI agents into primary users and direct consumers of developer tools
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Janelle Teng
4

March 2025

February 2025

January 2025

The AI infrastructure build-out debate just got deeper
Obligatory post from an infra VC threading together all of the hottest topics from the past few weeks — DeepSeek, Stargate, Big Tech capex
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Janelle Teng
1
Skepticism comes at a price: The tough realities of short-selling
Betting against the market is not for the faint-hearted. Reflections on Hindenburg founder Nate Anderson's heartfelt farewell letter...
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Janelle Teng
2
American vs European Startup Dynamism
Recent data indicates a glaring disparity between the vibrancy of the US vs EU startup landscape, leading many to question – how do we make the EU…
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Janelle Teng
13

December 2024

November 2024

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