Are AI Agents
the End of SaaS?
Janelle Teng
Vice President at Bessemer Venture Partners
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Season 4 Episode 7
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As AI agents continue to remake the way we communicate with machines, what will become of SaaS companies? In this episode, Robb and Josh are joined by Janelle Teng, Vice President at Bessemer Venture Partners’ San Francisco office, who recently noted that “2024 has not been kind to SaaS companies” on her Next Big Teng blog.
A Stanford scientist and former product manager at Salesforce, Janelle explains why she is bullish on the multi-agent approach to automation. The trio also discuss the ramification of consumer adoption of AI outpacing enterprises and why startups have a clear advantage in this moment.
About the guest
Janelle Teng is a Stanford scientist and former Salesforce Inbox product manager turned AI/ML and data infrastructure investor in Bessemer Venture Partners’ San Francisco office. Her empirical approach to investing is inspired by the scientific method, and she focuses primarily on early-stage investments in AI/ML, data infrastructure, developer platforms, and defense tech.
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