Next Big Teng

Saronic Technologies: Redefining maritime superiority

Bessemer Venture Partners joins Saronic’s Series D as the company advances a new era for American shipbuilding and maritime autonomy.

Mar 31 • Janelle Teng Wade

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AI Infrastructure Roadmap: Five frontiers for 2026

The first generation of AI infrastructure companies unlocked the “brains” for intelligence. The next generation will unleash these engines of…

Mar 30 • Janelle Teng Wade

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Physical AI: Why now and what’s different?

Is robotics on the brink of its “ChatGPT moment”? A look at the catalysts converging to get us to the tipping point.

Mar 27 • Janelle Teng Wade

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February 2026

NODA AI: Building the future of operational collaborative autonomy at the frontlines

Bessemer Venture Partners leads NODA AI’s $25M Series A to transform how the Department of War develops and orchestrates unmanned and manned tactics in…

Feb 26 • Janelle Teng Wade

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Closing time, Heroku

Every new beginning comes from some other beginning's end.

Feb 19 • Janelle Teng Wade

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The SaaSacre of 2026

The “Death of SaaS” debate resurfaces as SaaS stocks fall sharply out of favor in the public markets

Feb 7 • Janelle Teng Wade

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January 2026

Defense tech roadmap: Five frontiers for 2026

Defense tech has advanced more in the past twenty-four months than in the previous three decades, with startups leading the charge on key pillars of…

Jan 28 • Janelle Teng Wade

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Dominion Dynamics: Forging the future of interoperable, attritable systems for Arctic and Allied defense

Bessemer Venture Partners co-leads Dominion Dynamics’ $20M CAD Seed to build the Arctic autonomy stack for NATO’s most strategically exposed operating…

Jan 19 • Janelle Teng Wade

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2026 Predictions

Big deals, big innovation, and even bigger battles.

Jan 15 • Janelle Teng Wade

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December 2025

2025 Year-In-Review: AI Bubble or Breakthrough?

From power-law breakouts to bubble concerns, my final post of 2025 takes a retrospective look at the most consequential AI debates of the year and…

Dec 31, 2025 • Janelle Teng Wade

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October 2025

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…

Oct 9, 2025 • Janelle Teng Wade

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August 2025

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.

Aug 28, 2025 • Janelle Teng Wade

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