Next Big Teng

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 • 

Janelle Teng

7

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 • 

Janelle Teng

16

1

Much ado about margins: The grossly overhyped AI gross margin debate

There has been a lot of chatter recently on the "ugly" gross margin profiles of fast-growing early-stage AI companies. Is this a point-in-time feature…

Aug 22 • 

Janelle Teng

21

4

The State of AI 2025

Three years after the AI Big Bang early galaxies are forming in the Cloud AI universe, with plenty of “dark matter” still swirling.

Aug 14 • 

Janelle Teng

73

3

9

July 2025

AI Infrastructure’s Second Act: Environments, Evals, Experience

The “real” work of AI Infrastructure is just beginning

Jul 29 • 

Janelle Teng

14

3

New frontlines, New primes

Defense tech innovators are deploying into a new age of disruption, as major macro and structural shifts pave the way for a generational transformation.

Jul 22 • 

Janelle Teng

16

2

May 2025

Accelerating enterprise transformation toward high-performance analytics with ClickHouse

Bessemer Venture Partners invests in ClickHouse Inc's Series C as the company rapidly transforms the enterprise data infrastructure landscape.

May 29 • 

Janelle Teng

7

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.

Apr 18 • 

Janelle Teng

15

5

3

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.

Apr 10 • 

Janelle Teng

20

1

6

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

Apr 4 • 

Janelle Teng

18

4

2

March 2025

Roadmap: Data 3.0 in the Lakehouse Era

We’re moving beyond the modern data stack as a new architectural revolution sweeps the infrastructure landscape, ushering in unprecedented…

Mar 25 • 

Janelle Teng

21

1

3

February 2025

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 • 

Janelle Teng

27

1

5