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How the next iconic data infrastructure company will be born in the AI era
“Infrastructure inspires applications” but “applications inspire infrastructure” as well — reflections on how these interconnected innovation loops may…
Feb 12
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Janelle Teng
25
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How the next iconic data infrastructure company will be born in the AI era
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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
Jan 31
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Janelle Teng
21
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The AI infrastructure build-out debate just got deeper
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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...
Jan 17
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Janelle Teng
3
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Skepticism comes at a price: The tough realities of short-selling
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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…
Jan 8
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Janelle Teng
26
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American vs European Startup Dynamism
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December 2024
2024 Year-In-Review + 2025 Predictions
In this last post of the year, I look back at five of the biggest B2B AI & software debates in 2024, and preview what 2025 may have in store for us.
Dec 31, 2024
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Janelle Teng
25
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2024 Year-In-Review + 2025 Predictions
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Unwrapping OpenAI’s o3
Christmas came early for the AI community this year as OpenAI unveiled its newest frontier model o3 last Friday. My colleague Lance and I unpack what…
Dec 23, 2024
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Janelle Teng
20
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Unwrapping OpenAI’s o3
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November 2024
AI's reasoning quandary
As debates swirl around plateauing LLM performance, "reasoning" paradigms are hailed as the next frontier for technological & commercial growth. How…
Nov 25, 2024
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Janelle Teng
16
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AI's reasoning quandary
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Moonvalley: Revolutionizing enterprise video generation with clean and controllable machine learning
Bessemer Venture Partners invests in Moonvalley's seed financing, as the company announces $70 million in funding to build the foundation for clean…
Nov 18, 2024
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Janelle Teng
1
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Moonvalley: Revolutionizing enterprise video generation with clean and controllable machine learning
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October 2024
The take-private takeover of software M&A
Sponsor-backed take-privates have been dominating the software M&A landscape. A supply and demand look at what’s fueling the trend and how the changing…
Oct 23, 2024
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Janelle Teng
16
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The take-private takeover of software M&A
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Sustained competition or inevitable concentration: Gaming out market structure evolution in AI
The recent proliferation of AI offerings has caused customers to agonize over the noisy landscape. How should we think about fragmentation vs…
Oct 16, 2024
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Janelle Teng
7
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Sustained competition or inevitable concentration: Gaming out market structure evolution in AI
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The Fed is bringing the punch bowl back… what happens to SaaS and AI multiples now?
We’re at a major turning point in monetary policy which is cause for celebration, but recent observations suggest that software investors shouldn’t pop…
Oct 7, 2024
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Janelle Teng
24
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The Fed is bringing the punch bowl back… what happens to SaaS and AI multiples now?
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August 2024
print(“Hello AI World”): Evolution of the developer economy in the age of AI
A new chapter begins for the software development industry as AI elevates coding to new heights of abstraction and democratization, but classical…
Aug 30, 2024
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Janelle Teng
17
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print(“Hello AI World”): Evolution of the developer economy in the age of AI
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