From “Hello, World” to “Hello, AI”: Software engineering has leapt from human–AI collaboration to orchestration — and now toward full autonomy.| Next Big Teng
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 or a long-term bug?| nextbigteng.substack.com
Three years after the AI Big Bang early galaxies are forming in the Cloud AI universe, with plenty of “dark matter” still swirling.| nextbigteng.substack.com
The “real” work of AI Infrastructure is just beginning| Next Big Teng
Defense tech innovators are deploying into a new age of disruption, as major macro and structural shifts pave the way for a generational transformation.| nextbigteng.substack.com
Bessemer Venture Partners invests in ClickHouse Inc's Series C as the company rapidly transforms the enterprise data infrastructure landscape.| Next Big Teng
From cloud to chips to code agents, Google is leaning into vertical integration in its quest for AI dominance.| Next Big Teng
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.| Next Big Teng
"Developer experience" is evolving into "agent experience" as MCP elevates AI agents into primary users and direct consumers of developer tools| Next Big Teng
Obligatory post from an infra VC threading together all of the hottest topics from the past few weeks — DeepSeek, Stargate, Big Tech capex| Next Big Teng
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 startup ecosystem great again?| Next Big Teng
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.| Next Big Teng
Bessemer Venture Partners invests in Moonvalley's seed financing, as the company announces $70 million in funding to build the foundation for clean, controllable, and enterprise-grade generative video| Next Big Teng
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 macro paradigm might impact momentum.| Next Big Teng
The recent proliferation of AI offerings has caused customers to agonize over the noisy landscape. How should we think about fragmentation vs consolidation as AI markets mature?| Next Big Teng
We’re moving beyond the modern data stack as a new architectural revolution sweeps the infrastructure landscape, ushering in unprecedented interoperability for enterprises in an AI age.| nextbigteng.substack.com
Distinct from prior AI waves where enterprises had front-row access, consumers are at the frontlines playing an outsized role in defining today's AI frontier.| nextbigteng.substack.com
“Infrastructure inspires applications” but “applications inspire infrastructure” as well — reflections on how these interconnected innovation loops may play out during the AI revolution| nextbigteng.substack.com
Betting against the market is not for the faint-hearted. Reflections on Hindenburg founder Nate Anderson's heartfelt farewell letter...| nextbigteng.substack.com
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 this might mean for the applied AI landscape.| nextbigteng.substack.com
As debates swirl around plateauing LLM performance, "reasoning" paradigms are hailed as the next frontier for technological & commercial growth. How much of this is genuine progress vs excessive hype?| nextbigteng.substack.com
New AI research is being published every day and compounding at an unprecedented pace. How can one filter signal from noise? Are we fast approaching a plateau?| nextbigteng.substack.com
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?| nextbigteng.substack.com
Are we at the start of the next wave of AI’s productivity promise?| nextbigteng.substack.com
So much has happened in the past 6 months since I first wrote about the open vs closed model race. In this follow-up, I cover how recent developments continue to fan the flames in this heated battle.| nextbigteng.substack.com
Usage-based pricing has grown in popularity across the software stack. Consumption models are poised to capture outsized gains during expansionary periods, but what happens when the tide turns?| nextbigteng.substack.com
In this final post of 2022, I revisit notable events which have defined this tumultuous year for cloud companies and offer some predictions on what the next big thing in SaaS might look like in 2023.| nextbigteng.substack.com