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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
35
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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
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Janelle Teng Wade
8
1
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
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Janelle Teng Wade
3
2026 Predictions
Big deals, big innovation, and even bigger battles.
Jan 15
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Janelle Teng Wade
14
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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
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Janelle Teng Wade
22
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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
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Janelle Teng Wade
7
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
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Janelle Teng Wade
17
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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, 2025
•
Janelle Teng Wade
22
4
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Next Big Teng
VC @ Bessemer; data-driven reflections on startups, AI/ML trends, and venture investing
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