Next Big Teng

Next Big Teng

Home
Notes
Archive
About

Sitemap - 2023 - Next Big Teng

SaaSy Predictions for 2024

Unicorns are dead. Long live Unicorns!

Seven SaaS resiliency lessons for doing business in a volatile market

The recent waning of the founder-CEO premium… but why I’m still bullish in the long-run

Schrödinger’s Startup Paradox: Locked inside the last round valuation box

When the valuation hangover finally hits

SaaS IPO window inflection

The Cloud 100 Benchmarks Report 2023

Land vs. Expand: Growth formula shifts during downturns

Render ushers in a modern age of application development in the cloud

Growth-stage startup valuations: Guiding principles for comps selection

AI’s Linux Moment: Open LLM 'Davids' vs. Closed-Source 'Goliaths'

Consumption vs. subscription business models during downturns

AI Model Layer: The New Frontline of the Cloud Wars

The B2C2B osmosis fueling AI's Cambrian moment

Contextualizing the growth vs. profitability trade-off for cloud companies

State of the Cloud 2023

Unraveling stock-based compensation overhang in the SaaS industry (Part 2)

A CEO’s tactical guide to driving profitable growth

Unleashing the full potential of unstructured visual content with Coactive AI

Retroactive predictability of 2023’s Black Swan: SVB’s risk mismatch in 10 graphs

Unraveling stock-based compensation overhang in the SaaS industry (Part 1)

Don't get IPObliterated: Preparing for the SaaS IPO window inflection

Taking a "dirty" term sheet to preserve headline valuation: short-term gain for long-term pain?

© 2025 Janelle Teng
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share