Next Big Teng

VC @ Bessemer; data-driven reflections on startups, enterprise software trends, and venture investing

Top posts of the year

And their main takeaways

Cracking the consumer investing code: High-risk, high-reward 

216 implied HN points • 05 Feb 24
💼 Business Investing Venture Capital Market Dynamics Entrepreneurship
  1. Consumer investing is high-risk, high-reward, with potential for astonishingly large upside.
  2. There has been a shift over the past decade with consumer companies now accounting for less unicorn club value.
  3. In consumer investing, the top companies dominate the market, making little room for error but offering potential for significant returns.

AI’s Linux Moment (Chapter 2): Recent highlights of the open-source vs. closed-source model debate

196 implied HN points • 16 Jan 24
🕹 Technology AI Open Source Regulation Security
  1. Open-source models are catching up to closed-source models in performance and offer advantages like cost savings and improved latency.
  2. As competition intensifies, closed-source models are becoming more secretive in sharing knowledge, raising concerns about transparency and auditability.
  3. Debate between 'security through obscurity' and 'security through openness' highlights differing views on sharing model details for security reasons.