Janelle Teng

Partner, Bessemer Venture Partners · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investoroperatoranalyst@NextBigTeng ↗nextbigteng.substack.com ↗

She focuses on early-stage and growth investments in applied AI/ML, data infrastructure, developer platforms, and defense tech at Bessemer Venture Partners. A co-author of Bessemer's State of the Cloud and State of AI reports, she previously worked as a product manager at SalesforceIQ.

4statements → 3claims → 2claims resolved → 4/5average certainty → 1.5/5average debate potential →

2 supported 0 partly supported 0 contradicted 1 not checkable as stated how the 3 claims stand · each chip opens the sources

1 prediction · 2 assertions · 1 insight · every statement was checked. The prediction and assertions are the 3 claims: statements the public record can support or contradict. 2 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Janelle argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Teng: Top BVP Cloud Index companies doubled FCF margins to 14%
“Today, the top 10 highest valued BVP cloud index companies are driving an average of 14% free cash flow, and this is double what the same top 10 cohort had achieved just a year ago.”
Janelle Teng Sep 20, 2023 ▶ 6:12 State of the Cloud 2023 with Bessemer Venture Partners

Everything Janelle Teng said on the Official SaaStr Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
Teng: Top private cloud companies will follow Klaviyo to IPO shortly
“And at Bessemer, we very much believe that the top private cloud companies will shortly follow suit as well.”
Janelle Teng Sep 20, 2023 ▶ 4:50 State of the Cloud 2023 with Bessemer Venture Partners
Insight
Teng: Growth-to-FCF valuation premium dropped from 6:1 in 2021 to 2:1
“At peak bull market exuberance, so this was the end of 2021, a one percent improvement in revenue growth had the same impact on valuations As a six percent improvement in free cash flow margin. So said another way, growth was more important than profitability …”
Janelle Teng Sep 20, 2023 ▶ 6:46 State of the Cloud 2023 with Bessemer Venture Partners
Assertion Supported
Teng: Top BVP Cloud Index companies doubled FCF margins to 14%
“Today, the top 10 highest valued BVP cloud index companies are driving an average of 14% free cash flow, and this is double what the same top 10 cohort had achieved just a year ago.”
Janelle Teng Sep 20, 2023 ▶ 6:12 State of the Cloud 2023 with Bessemer Venture Partners
Assertion Supported
BVP Cloud Index is up over 25% year-to-date in 2023
“Year to date, the BVP cloud index is already up over 25%, indicating that there may be light at the end of this tunnel.”
Janelle Teng Sep 20, 2023 ▶ 3:38 State of the Cloud 2023 with Bessemer Venture Partners

Appearances (1)

EpisodeDateSpeaking time
State of the Cloud 2023 with Bessemer Venture Partners Sep 20, 2023 5m
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 400 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.