Next Big Teng

Next Big Teng

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When the valuation hangover finally hits
Drunk on ZIRP, many investors viewed every startup as a 10... (x, even 100x). Now that recent watershed IPOs have ushered in a sobering reality, what…
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Janelle Teng
2
The SaaSacre of 2022
Public cloud stocks have taken a drubbing in 2022. But not all cloud companies have been impacted equally. Why is this happening, how severe is the…
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Janelle Teng
1
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
SaaS: Have reports of my death been greatly exaggerated?
Sentiment is brewing in the public and private markets that it's the end of SaaS. Is a mass extinction event really imminent for the industry?
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Janelle Teng
3
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?
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Janelle Teng
2
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
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…
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Janelle Teng
1
Consumption vs. subscription business models during downturns
Usage-based pricing has grown in popularity across the software stack. Consumption models are poised to capture outsized gains during expansionary…
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Janelle Teng
3
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…
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Janelle Teng
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.
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Janelle Teng
1
When free-cash-flow margins don't tell the full story
Some thoughts on why investors shouldn't take reported FCF at face value
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Janelle Teng
2
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…
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Janelle Teng
1
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