HeyJaredNext Big Teng
VC @ Bessemer; data-driven reflections on startups, AI/ML trends, and venture investing
- Indexed issues, last 90 days
- 3
- Latest publication
- Aug 28, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 7, 2026
Latest issues
AI/Data infra + dev tools M&A is having a moment (opens the original)
Read excerpt
It’s been an epic two weeks of blockbuster acquisition news across the AI/data infrastructure and developer tools landscape. Here’s my rapid-fire take on why these deals are so iconic and what they say about the strategic importance of the infra layer:New parts of the stack are becoming critical: Last week, I wrote about “Who will be the bastion of American open-weight AI leadership” and why NVIDIA may be most incentivized to be the torchbearer on this front. This week, NVIDIA made major moves t
Who will be the bastion of American open-weight AI leadership? (opens the original)
Read excerpt
It’s no secret from my previous posts that I’m an open-source advocate. Throughout my career, I’ve put my money where my mouth is, investing in open-source companies such as ClickHouse* across AI and data infrastructure. I believe open-source players are an indispensable part of any tech stack, creating positive externalities across the ecosystem by accelerating innovation, lowering costs, increasing customization, and giving users greater transparency and control.I first wrote about AI’s open-w
A Spoonful of Reality for 'Bent' Valuations (opens the original)
Read excerpt
Airtable’s acquisition by Bending Spoons for $1.285Bn EV ($2.25Bn equity value) quickly became the defining Silicon Valley story of the week, primarily because the headline numbers forced the tech community to confront a sobering reality about software valuations:As a ZIRP-era VC SaaS darling, Airtable had reached an $11.7Bn valuation in 2021, making the acquisition’s peak-to-exit valuation reset especially significant.As of June 2026, Airtable was at <a href="https
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.